Sr. Marketing Consultant

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, including hosting bi-weekly advisor calls.
• 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 weekly or 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.
• Collaborate with the advisor’s office staff to ensure cohesive messaging and communications while providing coaching with events and seminars.
• Collaborate with compliance to ensure content, brand, and messaging comply with SEC, LPL policy, and FINRA rules.

Requirements

• 5-7+ years experience in traditional and digital marketing
• Understanding of e-commerce, social media advertising, PPC, SEO, SEM & AEO
• Knowledge of CRM, inbound marketing tools, and web management
• Understanding of offset and digital print
• Core Competencies:
• - Excellent written and verbal communication skills
• - Excellent project management and organizational skills

Preferred

• Bachelor’s degree in marketing, communication, or related field
• Experience in event planning and webinars is a plus
• Working knowledge of web design principles, best practices, and content management platforms
• Ability to develop and execute sales and marketing strategies
• Understanding of digital marketing tools like Google Analytics, Google Ads, & AdvisorStream
• Financial services experience is a plus