Semiconductor Co-Founder / Head of Growth (100 % remote) (m/f/d)
EWOR
USA (Remote)
In-houseOtherIntern/new grad
6 hrs ago
Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement
San Diego, CA (On-site)
$81K/yr – $135K/yrMid Level2+ years expFull time
Posted 1 month ago
Top 1% of applicants do these two things.
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Job Summary
Own advisor enablement by driving awareness of annuity and insurance products, building advisor-facing materials, and shaping advisor engagement programs with data driven improvement.
- Advisor Enablement: Create and maintain materials, campaigns, and training that boost adoption.
- Engagement & Outreach: Plan and execute advisor campaigns, events, and training programs to deepen engagement.
- Data-Driven Improvement: Analyze performance metrics and collect advisor feedback to continuously improve tools and processes.
Job Description
- Responsibilities: Support execution of initiatives aimed at increasing awareness and adoption of annuity and insurance products.
- Responsibilities: Develop and maintain advisor-facing materials, including presentations, guides, and training content.
- Responsibilities: Assist in the execution of advisor engagement efforts such as campaigns, events, and training programs.
- Responsibilities: Analyze data and performance metrics to evaluate program effectiveness and identify improvement opportunities.
- Responsibilities: Gather and synthesize advisor feedback to support continuous improvement of tools, processes, and offerings.
- Responsibilities: Collaborate with internal teams and partners to support go-to-market and enablement activities.
- Requirements: Undergraduate degree in Business, Finance, or related.
- Requirements: 2–4+ years of experience in wealth management, financial services, insurance, or a related field
- Requirements: Series 6 and 63 licenses or willing to obtain
- Nice-to-have: CFP, CFA, or MBA
- Benefits: 401K matching
- Benefits: health benefits
- Benefits: employee stock options
- Benefits: paid time off
- Benefits: volunteer time off
- Benefits: and more
LPL Financial
3.6 Glassdoor
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 29,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
Founded in 1989
San Diego, California, USA
14K employees (392 in marketing)
59% recommend to a friend
76% CEO approval
Traffic Signals
Monthly Visitors
4.5M
Monthly Google Ads Budget
$691.9K
Traffic Source Mix
Search
12.3%
Direct
79%
Referral
8%
Social
0.1%
Paid
0.6%
Headcount Trend
Current headcount: ~14.3K
Marketing Team
Marketing Team Size
322 (2% of company)
Median Career Experience
11 years
Median Tenure
4.1 years
Marketing Roles Posted (Last 30 Days)
1
People
Marketing Leadership
Desiree Rogers
Associate Vice President Marketing
At the company for 3 years 1 month
Steve Donohue
Senior Vice President of Marketing, Institution Services
At the company for 2 years 10 months
Liz Ziegler
VP, Integrated Marketing
At the company for 1 year 8 months
Jay Bartlett
Senior Vice President, Digital Marketing, Creative, and Marketing Operations
At the company for 2 years
Funding
Total Funding
$2.5B
Last Raise
$1.5B
Post IPO Equity, 12 months ago
Funding History
- Mar 2025Post IPO Equity • $1.5B
- Jun 2024Post IPO Debt • $1B
