Marketing Consultant

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you'll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

Job Overview

The Marketing Consulting team is seeking a Marketing Consultant for the Independent Advisor Network affiliation model. Independent Advisor Network serves enterprises who value independence but seek greater connectivity and business support. Advisors who affiliate under this model will have an assigned team of specialized consultants, dedicated support resources, and an engaged community to support their growth journey.

This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing.

The ideal candidate will be a self-starter and a passionate marketer with the expertise and desire to educate and inspire up to 415 financial advisors to take action on their marketing strategies.

In addition, the Marketing Consultant is a skilled presenter, delivering compelling and informative sessions on a wide array of marketing topics. As a part of the broader LPL Marketing Solutions organization, we act as a concierge guiding our clients through the array of resources and support available in our marketing ecosystem and providing expert recommendations.

Examples of topics the ideal candidate will be able to speak to include:

• 90-day marketing strategy
• Branding and value proposition
• Target marketing
• Website strategy and design
• SEO and paid advertising
• Social media
• Email marketing and automation
• Client and prospecting events

This position will report to the AVP of Marketing Consulting.

Responsibilities

This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing.

• Proactively reach out to advisors within assigned enterprises
• Offer one-on-one consulting with advisors and teams, providing tailored recommendations and expert marketing advice
• Present marketing best practices on a variety of topics via dedicated webinars and at in-person events
• Stay up-to-date on marketing trends and tactics
• Collect, share, and take action on advisor feedback as needed
• Analyze, interpret, and report on key business results
• Maintain comprehensive knowledge of tools and resources available to support advisors, including both internal solutions and third party vendors
• Assist advisors with navigating the many resources available to them through their affiliation with LPL
• Drive awareness and adoption of LPL Business Solutions options, including Marketing Solutions for additional hands-on support
• Maintain availability to advisors and their staff via phone and email to address questions as needed and respond in a timely fashion
• Collaborate with team members for continuous learning and to support consistency in our offering
• Support LPL Large Enterprise's digital marketing strategies via phone, video conferencing and email
• Evaluate each Large Enterprise's digital marketing needs and develop a customized strategy to achieve KPIs.
• Curate and implement digital marketing editorial calendars for each Large Enterprise. Examples of deliverables are blogs, e-newsletter, email campaigns, digital ads, and social media platforms month-over-month to align with the Large Enterprise's overarching goals
• Evaluate a plan to consistently maintain each Large Enterprise's website to enhance as needed
• Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
• Collaborate with compliance to ensure the content, brand, and messaging are approved

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.

Job Requirements

• 2+ years hands-on marketing experience
• Knowledge of digital marketing and social media best practices
• Microsoft Office (Outlook, Excel, PowerPoint, and Word), Box, and SmartSheet required

Core Competencies:

• Excellent verbal and written communication skills
• Strong organizational and project management skills
• Works well in a fast-paced and ever-changing environment
• Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude

Preferences:

• Bachelor's degree in Marketing, English, Communication, Journalism or a related field
• Solid knowledge of CRM, inbound marketing tools, and web management
• Experience in financial services preferred
• Experience working with marketing technology platforms a plus