Marketing Consultant
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Responsibilities
- Work within a scalable marketing program that equips Supported Dual financial institution investment programs and advisors to grow through a mix of self‑service content, group education, and targeted 1:1 consulting for ad hoc campaign requests.
- PRIMARY OBJECTIVES
- Scalable Marketing Support | Provide responsive marketing support tailored to advisor/program needs for sustainable workload management and service quality.
- Advisor/Program Growth Enablement | Empower advisors/programs with on-demand resources like webinars and modular content to foster independent marketing execution.
- Onboarding assistance | Provide marketing assistance to newly onboarded advisors.
- Pathway to Managed Affiliation Model (MAM) Readiness | Create a low-touch, prioritized support path for high-potential programs.
- Regional Investment Director partnership | Work with assigned Regional Investment Directors who act as relationship managers with assigned institutions, identifying areas of need and prioritizing support activities.
- SUPPORT TIERS
- Foundational tier: The marketing consultant will create and maintain self-service resources (guides, recorded webinars, FAQs).
- Engagement tier: The marketing consultant will host monthly group education calls and office hours for programs.
- Strategic tier: The marketing consultant will provide targeted 1:1 support for individual programs or complex initiatives.
- TEAM PROJECTS
- What are we looking for?
Requirements
- Bachelor's degree in marketing, communication, a related field, or 5+ years of professional marketing experience.
- 2+ years' graphic design experience
- Preferences:
- Solid understanding of branding and marketing metrics.
- Solid knowledge of CRM, inbound marketing tools, and web management.
- Financial institution marketing experience.
- Basic understanding of events and webinars.
- #LPL-PA
- Pay Range:
- $62,006.00 - $103,309.00
- Company Overview:
- 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
Benefits
Additional Information
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: LPL Financial Institution Field Management Marketing is seeking a Marketing Consultant with knowledge in digital and traditional marketing and the ability to support a large group of institution marketing teams. In this position, you will act as a marketing consultant for a group of 125 financial institution marketing teams in our supported dual financial institution model.
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