Marketing Analyst

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 LBS Consulting Services organization comprises several different disciplines including HR, Marketing, Startup and Real Estate consulting. Each provides a strategic advisory service to internal and external stakeholders. A Marketing Analyst is a core member of the Consulting team and plays a key role in enhancing the marketing efforts of financial advisors. This role provides strategic guidance, insights, and hands on support across a broad range of marketing topics, including scalable support for advisors with low complexity needs as well as helping other advisors achieve their marketing goals.

Marketing Analyst serve as a trusted resource for advisors through email support and one on one consultations, delivering actionable recommendations tailored to each advisor's needs. In addition to high touch consulting, this role helps enable content led and AI assisted approaches that allow advisors to self serve common marketing questions efficiently.

As a skilled presenter, the Marketing Analyst delivers engaging and informative education through webinars, virtual sessions, and in person presentations. As a part of LPL's broader Consulting Services organization, the Marketing Analyst acts as a concierge, guiding advisors through LPL's ecosystem and connecting them to the right tools, resources, and solutions to drive action. This role will unite strategy, experience, and innovation to enhance the end to end advisor experience.

Responsibilities:

• Supports financial advisors and institutions with marketing strategy, education, and execution guidance.

• Serves as a subject matter resource across a wide array of marketing disciplines.

• Delivers high impact education to both small and large audiences in virtual and in person environments.

• Acts as a connector between advisors and LPL's marketing tools, products, and approved third party resources.

• Supports scalable advisor enablement models by contributing to content and learning solutions that address common, low complexity marketing needs.

• Represents the voice of the advisor by capturing feedback and partnering with leadership on continuous improvement.

Advisor Support & Consulting

• Provide an industry leading, best in class experience by fully addressing advisor questions and needs in a timely manner.

• Deliver tailored marketing advice through one to one consultations via scheduled sessions and email support.

• Support advisors across varying levels of complexity, including efficiently addressing routine or foundational marketing questions through repeatable guidance and content based solutions.

• Act as a knowledge resource for marketing questions across branding, digital marketing, and growth strategies.

• Introduce advisors to LPL's marketing products, tools, and solutions aligned to their business goals.

Marketing Strategy & Subject Matter Expertise

• Serve as an expert in LPL marketing tools, programs, and resources available to advisors and institutions.

• Provide guidance on third party tools and resources that support advisor marketing efforts.

• Support advisors across key marketing topics, including:

• Branding and value proposition

• Target marketing

• Website strategy and design

• SEO and paid advertising

• Social media

• Email marketing and automation

• Client and prospecting events

Education, Content Strategy, & AI Enablement

• Develop and deliver marketing education through webinars, workshops, and in person presentations.

• Communicate complex marketing concepts in a clear, relatable, and actionable manner.

• Encourage action by guiding advisors from education to execution.

• Contribute to the development of scalable marketing content strategies, including FAQs, playbooks, and learning assets that address common advisor needs.

• Partner with internal teams to leverage AI in creation, maintenance, and optimization of advisor facing marketing content.

• Support the evolution of AI-enabled learning capabilities that help advisors build marketing knowledge and self-serve routine questions effectively.

Operational Excellence & Feedback Loop

• Source content and information from internal LPL partners to ensure accurate and timely responses, typically within 24 hours.

• Track and report key performance indicators related to advisor engagement, consultations, and education.

• Gather direct advisor feedback and partner with leadership to identify and implement actionable improvements.

• Provide feedback on content gaps and advisor behavior to continuously improve AI learning experiences.

• Support special marketing projects and initiatives as needed.

• Attend industry and LPL Financial conferences as required.

Cross Functional Partnership

• Collaborate with Marketing Specialist peers, Consulting Services peers, Marketing Solutions partners, and internal stakeholders.

• Partner with leadership to align advisor feedback with product, content, and service enhancements.

• Collaborate with technology partners and AI enablement teams to support the rollout and adoption of new marketing content and AI learning capabilities.

• Contribute to BSI initiatives focused on improving advisor experience and driving innovation across Consulting services.

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:

• 2+ years of hands on marketing experience

Core Competencies :

• Strong knowledge of digital marketing and social media best practices

• Proficiency in Microsoft Office (Outlook, Excel, PowerPoint, Word).

• Excellent verbal and written communication skills

• Strong organizational project management capabilities

• Ability to work independently while collaborating effectively with cross-functional teams

• Resourceful, proactive, and comfortable working in a fast paced evolving environment

• Comfort working with or alongside AI-enabled tools, content platforms, or learning technologies preferred

Preferences:

• Experience with marketing technology platforms

• Familiarity with financial services compliance requirements

• Video content creation and editing experience a plus

• Experience in financial services preferred

Pay Range:

$62,006.00 - $103,309.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, 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. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation's leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning life's aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant's bank or credit card. Should you have any questions regarding the application process, please contact LPL's Human Resources Solutions Center at View phone number on click.appcast.io.

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