LPL Financial

Senior Marketing Consultant

LPL Financial

full-time

Posted on:

Location Type: Office

Location: San Diego • Arizona, California, North Carolina, South Carolina • 🇺🇸 United States

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Salary

💰 $82,100 - $136,900 per year

Job Level

Senior

About the role

  • Act as the marketing relationship manager and the advisor firm's marketing strategist for several high-profile financial advisor brands
  • Serve as client-facing project manager and task executor, responsible for all communications and hosting bi-weekly advisor calls
  • Curate and implement digital marketing editorial calendars for blogs, e-newsletters, email campaigns, digital ads, and social media month over month
  • Create traditional advertisements such as print, billboard and radio, negotiating rates with publication companies
  • Implement prospect engagement, niche prospecting processes, and workflow implementations to drive business growth
  • Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
  • Learn and produce each advisor’s marketing plan based on advisor preferences and integrate with LPL tools
  • Schedule and host regular weekly or bi-weekly discussions with advisors
  • Work with internal and external parties to maintain advisor brand, website, and blog
  • Collaborate with advisor office staff to ensure cohesive messaging and provide coaching for events and seminars
  • Collaborate with compliance to ensure content, brand, and messaging comply with SEC, LPL policy, and FINRA rules
  • Collaborate with fellow marketing consultants to provide feedback and program enhancements
  • Travel may be required but less than 10%

Requirements

  • 5+ years experience in traditional and digital marketing
  • Solid understanding of e-commerce, social media advertising, PPC, SEO & SEM
  • Solid knowledge of CRM, inbound marketing tools, and web management
  • Understanding of offset and digital print
  • Excellent written and verbal communication skills
  • Excellent project management and organizational skills
  • Client-facing experience and ability to be flexible in an ever-changing environment
  • Ability to think independently and work with autonomy
  • Preferences: Bachelor’s degree in marketing, communication, or related field
  • Preferences: Experience in event planning and webinars
  • Preferences: Working knowledge of web design principles, best practices, and content management platforms
  • Preferences: Ability to develop and execute sales and marketing strategies
  • Preferences: Good understanding of digital marketing tools like Google Analytics, Google AdWords, & AdvisorStream
  • Preferences: Financial services experience is a plus
Benefits
  • LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
digital marketingtraditional marketinge-commercesocial media advertisingPPCSEOSEMproject managementweb managementevent planning
Soft skills
written communicationverbal communicationorganizational skillsclient-facing experienceflexibilityindependent thinkingautonomycollaborationcoachingfeedback