Responsibilities

• Marketing Operations & Analytics Management: Maintain marketing calendars, workflows, databases, project plans, and reporting tools to support efficient execution. Track campaign performance, advisor engagement, website metrics, and other key data to identify opportunities for improvement.
• Compliance Governance: Coordinate the review and approval of marketing materials, websites, social media content, and related assets. Partner with Compliance to ensure adherence to regulatory requirements, established processes, and policy updates.
• Promotional Merchandise Program Management: Manage day-to-day operations of the acquired brands promotional merchandise program, including a portfolio of 100+ branded items, inventory oversight, vendor coordination, promotional planning, and administration of The Store online ordering platform. Ensure accurate inventory management and efficient program execution from the Lakeland, FL office.
• Print Production Management: Manage branded print materials and inventory across acquired brands and locations. Coordinate with print vendors and production partners on planning, proofing, approvals, fulfillment, and distribution to ensure quality, accuracy, and brand consistency.
• Advisor Marketing Management: Serve as the primary marketing contact for assigned advisors, building strong relationships and understanding their business goals. Support and execute marketing programs across digital, print, email, social media, advertising, podcasts, and promotions. Manage campaign execution, track results, and identify opportunities to enhance marketing performance and the advisor experience.
• Brand Marketing Support: Partner with the Director of Acquired Brands Marketing to increase the visibility and growth of acquired brands through integrated marketing initiatives. Ensure consistent messaging and brand execution while preserving each brand's unique identity. Monitor performance and recommend improvements to strengthen awareness and engagement.
• Rebrand Initiatives: Support advisor team rebranding efforts, including naming, logo development, brand identity updates, and multi-channel communications across print, digital, and video platforms.
• Podcast Development & Production: Oversee advisor podcast programs from planning through publication. Coordinate with advisors, producers, and internal teams on scheduling, compliance reviews, publishing, and performance tracking, supporting the delivery of 45-50 episodes annually. Provide periodic onsite support at the Lakeland, FL studio.
• Event Marketing Coordination: Assist with planning and executing advisor and client events in the Lakeland, FL area, including promotion, logistics, vendor management, attendee communications, onsite support, and post-event feedback.
• Vendor Management: Partner with the Director of Acquired Brands Marketing to manage relationships with agencies, website providers, printers, photographers, videographers, promotional merchandise vendors, and other external partners. Ensure quality work, operational efficiency, and alignment with brand standards.

Requirements

• 2–5 years of experience in marketing, brand management, communications, agency, or financial services marketing.
• Bachelor’s degree in marketing, advertising, communications, or commensurate work experience.
• Ability to work onsite from the Allen & Company Lakeland, FL office on a regular basis, including a designated number of days per month.
• 2+ years’ experience with Constant Contact or a comparable email marketing platform, Smartsheet, Box, Adobe Creative Suite, Salesforce, and similar marketing and project management tools.
• 2+ years’ experience with common software packages, social media platforms, mail platforms, task management software, and database management systems.
• Ability to work flexible hours or to travel, as needed.

Preferred

• Financial services marketing experience.

Benefits

• 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.