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.
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
The IFM Marketing team is an evolving team of marketing consultants who are actively engaged in multiple team projects designed to enhance and grow the marketing offering and model. This dynamic team is constantly seeking ways to improve the marketing offering for financial institutions and deliver a marketing model focused on a competitive advantage.
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:
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
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!
