Sr. Marketing Consultant

Charlotte, NC (On-site)

$77K/yr – $128K/yrSenior Level5+ years expFull time

Posted 3 days ago

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Job Summary

Own and drive marketing strategy for advisor clients as a relationship manager and project lead, coordinating calendars, campaigns, and performance metrics across digital and traditional channels.

  • Schedule and host regular bi-weekly discussions with the advisors.
  • Collaborate with compliance to ensure content and messaging meet SEC, LPL, and FINRA rules.

Job Description

Responsibilities

  • The Senior Marketing Consultant (SMC)'s primary role is to be the marketing relationship manager and the advisor firm's marketing strategist.
  • SMCs are client-facing project managers and task executors.
  • They are responsible for all communications.
  • Curate and implement digital marketing editorial calendars for each advisor’s blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor's overarching goals.
  • Create traditional advertisements such as print, billboard and radio, negotiating rates with publication companies.
  • Implement prospect engagement, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors.
  • Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic.
  • Learn and produce each advisor’s marketing plan based on advisor preferences, working with LPL’s current tools to integrate the overarching plan.
  • Schedule and host regular bi-weekly discussions with the advisors.
  • Work with internal and external parties to maintain the advisor’s brand (logo, design treatment, etc.), website, and blog.

Requirements

  • Bachelor’s degree in marketing, communication, or related field.
  • 5-7 years experience in marketing and digital marketing.
  • Experienced with CRM, inbound marketing tools, and web management.

Preferred

  • Familiarity with Salesforce and AdvisorStream
  • Financial services experience

Benefits

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

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
4.2 years
Marketing Roles Posted (Last 30 Days)
2

Funding

Total Funding
$2.5B
Last Raise
$1.5B
Post IPO Equity, 12 months ago

Funding History

  • Mar 2025
    Post IPO Equity • $1.5B
  • Jun 2024
    Post IPO Debt • $1B

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