Marketing Consultant

LPL Financial•San Diego, CA

1d•$62,006 - $103,309

About The Position

The Marketing Consulting team is seeking a Marketing Consultant for the Independent Advisor Network affiliation model. Independent Advisor Network serves enterprises who value independence but seek greater connectivity and business support. Advisors who affiliate under this model will have an assigned team of specialized consultants, dedicated support resources, and an engaged community to support their growth journey. This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing. The ideal candidate will be a self-starter and a passionate marketer with the expertise and desire to educate and inspire up to 415 financial advisors to take action on their marketing strategies. In addition, the Marketing Consultant is a skilled presenter, delivering compelling and informative sessions on a wide array of marketing topics. As a part of the broader LPL Marketing Solutions organization, we act as a concierge guiding our clients through the array of resources and support available in our marketing ecosystem and providing expert recommendations.

Requirements

2+ years hands-on marketing experience
Knowledge of digital marketing and social media best practices
Microsoft Office (Outlook, Excel, PowerPoint, and Word), Box, and SmartSheet required
Excellent verbal and written communication skills
Strong organizational and project management skills
Works well in a fast-paced and ever-changing environment
Resourceful with the ability to work autonomously but also contribute and work well on teams, collaborative, enthusiastic and positive attitude

Nice To Haves

Bachelor's degree in Marketing, English, Communication, Journalism or a related field
Solid knowledge of CRM, inbound marketing tools, and web management
Experience in financial services preferred
Experience working with marketing technology platforms a plus

Responsibilities

This role will be dedicated to assigned enterprises and their advisors, offering marketing expertise, tailored recommendations, and exclusive training to help them grow their business through marketing.
Proactively reach out to advisors within assigned enterprises
Offer one-on-one consulting with advisors and teams, providing tailored recommendations and expert marketing advice
Present marketing best practices on a variety of topics via dedicated webinars and at in-person events
Stay up-to-date on marketing trends and tactics
Collect, share, and take action on advisor feedback as needed
Analyze, interpret, and report on key business results
Maintain comprehensive knowledge of tools and resources available to support advisors, including both internal solutions and third party vendors
Assist advisors with navigating the many resources available to them through their affiliation with LPL
Drive awareness and adoption of LPL Business Solutions options, including Marketing Solutions for additional hands-on support
Maintain availability to advisors and their staff via phone and email to address questions as needed and respond in a timely fashion
Collaborate with team members for continuous learning and to support consistency in our offering
Support LPL Large Enterprise’s digital marketing strategies via phone, video conferencing and email
Evaluate each Large Enterprise’s digital marketing needs and develop a customized strategy to achieve KPIs.
Curate and implement digital marketing editorial calendars for each Large Enterprise. Examples of deliverables are blogs, e-newsletter, email campaigns, digital ads, and social media platforms month-over-month to align with the Large Enterprise’s overarching goals
Evaluate a plan to consistently maintain each Large Enterprise’s website to enhance as needed
Establish and measure ROI and KPIs such as email CTR, social media engagement, and website traffic
Collaborate with compliance to ensure the content, brand, and messaging are approved