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

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)

Preferred

• Experience in financial services
• Video content creation and editing
• Experience with financial services compliance
• Experience working with marketing technology platforms

Benefits

• 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more.