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LPL Financial · 1 day ago

Digital Marketing Consultant

United States

Full-time

Remote

Mid Level

$70K/yr - $117K/yr

3+ years exp

LPL Financial is a leading wealth management firm empowering professionals to achieve financial goals. They are seeking a Digital Marketing Consultant to serve as a virtual chief marketing officer for financial advisors, executing digital marketing strategies such as email campaigns, social media, and lead generation.

FinanceFinancial Services

Responsibilities

Support LPL advisors via phone and email

Curate and implement digital marketing editorial calendars for each advisor's 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

Learn and produce each advisor’s marketing plan based on advisor preferences

Schedule and host regular weekly or bi-weekly discussions with the advisors

Collaborate with the advisor’s office staff to ensure cohesive messaging and communications

Collaborate with compliance to ensure the content, brand, and messaging are approved

Conduct market research and share discoveries with each advisor

Work as a liaison to digital vendors

Work with LPL's current tools to integrate them into the overarching plan

Provide feedback and program enhancements from the advisors

Qualification

Digital marketing strategySEOPPCCRM toolsWeb managementClient consultingFinancial services experienceCommunicationProject managementOrganizational skills