Job Overview:As a core team member of the Marketing Consulting team, the
Marketing Consultant provides support to enhance the marketing efforts of financial advisors and institutions. They are a resource for questions and insights, available via email and for scheduled one-on-one consultations. Consultations provide our clients with strategic guidance and recommendations to help them achieve their marketing goals and raise awareness of our LPL Marketing Solutions.
In addition, the Marketing Consultant is a skilled presenter, delivering compelling and informative sessions on a wide array of marketing topics. The ideal candidate for this role is adept at addressing both small and large groups and equally effective in virtual and in-person settings. The ability to connect with a diverse audience ensures that complex marketing concepts are communicated in a way that is relatable and actionable.
This role within LPL Business Solutions will join the Growth Strategy & Enablement (GS&E) team where we unite strategy, experience, and innovation to enhance the overall client experience for advisors, large enterprises, and institutions. GS&E plays a critical role in everything from setting and executing on our firm's strategic direction to developing and delivering powerful business services that help our clients succeed. With the goal of enhancing our client's day to day experience in everything we do, we seek to proactively identify and address our clients' most significant challenges. Together, the GS&E team works to establish LPL as the model of choice in Wealth Management.
Responsibilities: - Provide an industry-leading, best-in-class experience to our clients, fully answering their questions and addressing their needs in a timely manner
- Provide tailored advice via one-on-one consultations with our clients
- Act as an expert in all LPL marketing tools and resources available to advisors and institutions
- Introduce advisors to LPL's marketing products and solutions
- Develop and deliver marketing education in the form of webinars and in-person presentations
- Provide guidance on approved third-party tools and resources available to support advisors' marketing efforts
- Source content and/or information from within LPL to ensure that all questions are answered correctly and efficiently within 24 hours
- Present direct feedback from advisors and work with manager on actionable solutions
- Provide demos of marketing tools and resources
- Attend industry and LPL Financial conferences, as needed
- Track and report on key performance indicators
- Work on special marketing projects as needed
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: - 2+ years hands-on marketing experience, with knowledge of digital marketing and social media best practices
- Intermediate proficiency in Microsoft Office (Outlook, Excel, PowerPoint, and Word)
Core Competencies: - A self-starter, proactive with a positive, growth-oriented mindset
- Excellent verbal and written communication skills
- Strong organizational and project management skills
- Experienced collaborator, strong attention to detail, independent and critical decision maker
- Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude
- Works well in a fast-paced and ever-changing environment
Preferences:- Experience in financial services
- Video content creation and editing
- Experience with financial services compliance
- Experience working with marketing technology platforms
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!
