LPL Financial · 8 hours ago
Sr. Marketing Consultant
Fort Mill, SC
Full-time
Onsite
Mid, Senior Level
$75K/yr - $124K/yr
3+ years expLPL Financial is a leading wealth management firm empowering professionals to shape their success. The Senior Marketing Consultant will be responsible for executing digital marketing strategies for LPL advisors, leveraging various digital channels to enhance their practices and drive business growth.
FinanceFinancial Services
Responsibilities
Report to Marketing Manager of Marketing Solutions
Curate and implement digital marketing editorial calendars for each advisors’ blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor overarching goals
Generate an evaluation to consistently maintain each advisor’s website and blog to enhance as needed
Implement lead generation, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors
Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
Schedule and host monthly discussions with the advisors
Maintain the advisor’s brand (logo, design treatment, etc.)
Maintain their stationery and brochure
Collaborate with the advisor to ensure cohesive messaging and communications while providing coaching with events and seminars
Collaborate with compliance to ensure content, brand, and messaging are approved
Work with LPL's current tools to integrate into their overarching plan
Provide feedback and program enhancements from the advisors
Qualification
Required
3-5 years hands-on marketing experience required
Bachelor's degree in marketing, communication, or related field
Solid understanding of ecommerce, PPC, SEO & SEM
Solid knowledge of CRM, inbound marketing tools, and web management
Understanding of offset and digital print
Basic understanding of events and webinars
Working knowledge of web design principles, best practices, and content management platforms
Ability to development and execute sales and marketing strategies
Excellent written and verbal communication skills
Excellent project management and organizational skills
Good understanding of digital marketing tools such as Google Analytics, Google Adwords, & AdvisorStream
Salesforce experience preferred but not required
Financial services experience a plus, not required
Intermediate proficiency in Microsoft Office required (Outlook, Excel, PowerPoint, and Word), and SmartSheet
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
Ability to develop and execute sales and marketing strategies
Working knowledge of web design principles, best practices, and content management platforms
Preferred
Bachelor's degree in Marketing, English, Communication, Journalism or a related field
Experience in financial services preferred
Experience working with marketing technology platforms a plus
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Chief Executive Officer
Sid Vyas
Chief Technology Officer/EVP
Recent News
MarketScreener
2025-12-16
2025-12-12
Investor's Business Daily
2025-12-11
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