At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This position reports to a 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.
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.
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.
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.
$74,625-$124,375/year
Actual 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.
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, LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 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.
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