LPL Financial · 16 hours ago
Senior Marketing Consultant
Fort Mill/Charlotte
Full-time
Onsite
Mid, Senior Level
$77K/yr - $128K/yr
3+ years expLPL Financial is a leading wealth management firm that empowers professionals to shape their success while helping clients achieve their financial goals. The Senior Marketing Consultant will act as a virtual chief marketing officer for financial advisors, executing digital marketing strategies across various platforms to drive business growth.
FinanceFinancial Services
Responsibilities
Report to the Digital Marketing Manager
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
Required
3-5 years of experience in marketing and digital marketing
Solid understanding of e-commerce, PPC, SEO & SEM
Solid knowledge of CRM, inbound marketing tools, and web management
Working knowledge of web design principles, best practices, and content management platforms
Good understanding of digital marketing tools such as Google Analytics, Google Adwords, and Hubspot
Excellent written and verbal communication skills
Excellent project management and organizational skills
Preferred
Bachelor's degree in marketing, communication, or related field
Ability to develop and execute sales and marketing strategies
Salesforce experience preferred but not required
Financial services experience a plus, not required
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
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase