Job Overview:LPL Financial is seeking an experienced product marketing leader to shape the go-to-market strategy for Capital Partners, a portfolio of advisor solutions designed to help financial advisors grow, monetize, protect, and transition their businesses. As
AVP, Product Marketing, you will serve as the strategic marketing lead for the business, translating advisor needs into compelling value propositions, building integrated marketing campaigns, and partnering closely with Sales to drive advisor engagement, solution adoption, and business growth.
This role requires a balance of strategic leadership and hands-on execution across the full marketing lifecycle-from positioning and campaign development to optimization and performance measurement. You will collaborate with business leaders, Sales, and cross-functional marketing teams to deliver impactful advisor experiences, refine marketing strategies based on market insights and advisor needs, and drive measurable business results. The ideal candidate is an experienced product marketer with financial services industry expertise, strong cross-functional influence skills, and a proven ability to navigate complex buyer journeys and commercial partnerships.
Responsibilities:- Own the product marketing strategy and go-to-market plans for the Capital Partners portfolio, ensuring alignment with business objectives and advisor needs.
- Develop compelling positioning, messaging, and value propositions that clearly articulate how Capital Partners solutions help advisors grow, monetize, protect, and transition their businesses.
- Build and execute integrated, multi-channel marketing campaigns that support the full advisor journey-from awareness and consideration through engagement, conversion, and ongoing adoption.
- Partner closely with Sales leadership and field teams to develop sales enablement materials, messaging, presentations, and tools that improve advisor conversations and increase solution adoption.
- Serve as the marketing subject matter expert for Capital Partners, providing strategic guidance to cross-functional partners across digital marketing, content, creative, communications, events, and advisor experience teams.
- Develop audience segmentation and advisor journey strategies that recognize the interconnected nature of advisors' business priorities, including succession, liquidity, and growth.
- Lead campaign planning and execution across owned, earned, and paid marketing channels while ensuring consistent messaging and advisor experience.
- Establish campaign KPIs, monitor marketing performance, and leverage data-driven insights to optimize campaigns and improve business outcomes.
- Maintain product marketing roadmaps, messaging frameworks, and core marketing assets to support ongoing business priorities.
- Collaborate with business leaders to understand evolving market opportunities, competitive trends, and advisor needs to continuously refine marketing strategies.
What are we looking for?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.
Requirements:- 7+ years of product marketing, strategic marketing, or go-to-market experience, including ownership of marketing strategies that delivered measurable business results.
- 5+ years' experience partnering with sales organizations to develop sales enablement strategies, messaging, and tools that drive commercial outcomes.
- 3+ years of experience in financial services, wealth management, advisor-facing marketing, or a closely related industry.
Core Competencies:- Deep experience developing and executing integrated, full-funnel marketing campaigns that span awareness, engagement, conversion, and adoption.
- Skilled in driven decision making and campaign optimization.
- Expertise in audience segmentation, positioning, messaging frameworks, and value proposition development for complex products or solution portfolios.
- Exceptional communication, storytelling, project management, and cross-functional collaboration skills with the ability to influence stakeholders across multiple business functions.
Preferences:- Experience marketing complex solution portfolios or consultative B2B offerings.
- Familiarity with CRM, marketing automation platforms, digital analytics tools, and performance reporting.
Pay Range: $106,605.00 - $177,572.00
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. Your recruiter will be happy to discuss all that LPL has to offer!
