Senior Marketing Consultant

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial.

Job Overview:

LPL Financial Managed Program Marketing is seeking a Senior Marketing Consultant with high proficiency in all facets of digital and traditional marketing. In this position, you will act as a senior marketing consultant and main point of contact for up to 30 financial institution marketing teams and investment programs and 75-100 advisors. You will consult with financial institution marketing teams and advisors to grow business through strategic marketing campaigns.

Responsibilities: 

Program Consulting:

• Institutional Insight

  • Gain a deep understanding of the institution’s culture, member base, and program growth goals to ensure alignment and relevance.

  • Gain an understanding of the current marketing channels used to reach financial institutions’ member or customer base and how marketing the investment services program will fit into their natural marketing cadence.

• Strategic Marketing Alignment

  • Develop a marketing calendar that reflects the program strategy.

  • Ensure content is accessible and turnkey, using a library of pre-approved content.

  • Continuously explore new opportunities to innovate and expand reach.

• Consulting

  • Participate in the annual planning to develop the overall marketing strategy that aligns with the financial institution’s strategic marketing plan.

  • Conduct regular accountability meetings with financial institution marketing partners to maintain focus and momentum.

  • Follow up in a timely manner on marketing plan deliverables, ensuring both the financial institution marketing teams and you are holding each other accountable to commitments.

  • Measure key performance indicators.

  • Meet regularly with the assigned Regional Investment Director to review program marketing goals and plan execution effectiveness.

  • Complete a quarterly scorecard for each institution, indicating level of engagement and execution on the agreed-upon plan.

Advisor Consulting:

• Onboarding:

  • Complete actions on the Onboarding Checklist.

  • Send welcome email explaining initial consulting process.

• Consulting:

  • Conduct 3-4 annual individual consulting sessions, developing a cadence of digital marketing, a social media marketing calendar and ongoing strategic client nurturing.

  • Complete a semi-annual scorecard to discuss advisor engagement with the assigned Regional Investment Director.

  • Maintain stationery where necessary post-onboarding.

  • Assign an engagement level to each advisor and conduct group meetings to elevate the marketing engagement and advise on new marketing trends.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 5+ years of experience in marketing and digital marketing.

• 2+ years of graphic design and content development experience.

• Bachelor’s degree in marketing, communication, a related field, or an additional 2+ years of professional marketing experience.

Preferences:

• 3+ years of experience working with financial institutions.

• Solid understanding of branding and marketing metrics.

• Solid knowledge of CRM, inbound marketing tools, and web management.

• Basic understanding of events and webinars.

• Experience with traditional advertising such as billboards, radio and print.

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