Job Description

Where Ambition Meets Innovation

Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.

LPL Financial Institution Field Management Marketing is seeking a Marketing Consultant with knowledge in digital and traditional marketing and the ability to support a large group of institution marketing teams. In this position, you will act as a marketing consultant for a group of 125 financial institution marketing teams in our supported dual financial institution model.

Responsibilities:

Work within a scalable marketing program that equips Supported Dual financial institution investment programs and advisors to grow through a mix of self‑service content, group education, and targeted 1:1 consulting for ad hoc campaign requests.

PRIMARY OBJECTIVES

• Scalable Marketing Support​ | Provide responsive marketing support tailored to advisor/program needs for sustainable workload management and service quality.​

• Advisor/Program Growth Enablement​ | Empower advisors/programs with on-demand resources like webinars and modular content to foster independent marketing execution.​

• Onboarding assistance | Provide marketing assistance to newly onboarded advisors.

• Pathway to Managed Affiliation Model (MAM) Readiness​ | Create a low-touch, prioritized support path for high-potential programs.

• Regional Investment Director partnership | Work with assigned Regional Investment Directors who act as relationship managers with assigned institutions, identifying areas of need and prioritizing support activities.

SUPPORT TIERS

• Foundational tier: The marketing consultant will create and maintain self-service resources (guides, recorded webinars, FAQs).

• Engagement tier: The marketing consultant will host monthly group education calls and office hours for programs.

• Strategic tier: The marketing consultant will provide targeted 1:1 support for individual programs or complex initiatives.

TEAM PROJECTS

The IFM Marketing team is an evolving team of marketing consultants who are actively engaged in multiple team projects designed to enhance and grow the marketing offering and model. This dynamic team is constantly seeking ways to improve the marketing offering for financial institutions and deliver a marketing model focused on a competitive advantage.

What are we looking for?

We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• Bachelor’s degree in marketing, communication, a related field, or 5+ years of professional marketing experience.

• 2+ years’ graphic design experience

Preferences:

• Solid understanding of branding and marketing metrics.

• Solid knowledge of CRM, inbound marketing tools, and web management.

• Financial institution marketing experience.

• Basic understanding of events and webinars.

#LPL-PA

Pay Range:

$62,006.00 - $103,309.00

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

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(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 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. For further information about LPL, please visit www.lpl.com.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

For further information about LPL, please visit www.lpl.com

Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.

EAC 5.19.26