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LPL Business Solutions Marketing Leader

Job ID: R-020651 Date posted: 01/14/2022 Primary Location SC-Fort Mill Other Locations TX-Austin , MA-Boston , DC-Washington ,AZ-Remote

Looking for a challenging growth opportunity?  Are you an experienced business-to-business (B2B) marketer with a background leading teams that drive sales results?  Do you have a background in marketing subscription based products and services in both in digital and traditional channels to Small Businesses?  If so, then this could be the career opportunity for you!  

What We Need:

LPL is looking to hire a motivated Vice President of Marketing to lead our growing LBS Marketing team. 

The LBS Marketing lead is responsible for driving exponential sales growth of the LBS product suite to existing and new clients.  This innovative B2B marketer will develop and refine the overall LBS Marketing strategy and the plans to achieve that strategy.  This role oversees a cross-functional Marketing team that deploys integrated campaigns which in turn deliver a large % of LBS revenue (currently 40%). We need a take-charge, smart, dynamic, and savvy leader that can build close working relationships with multiple stakeholders and deliver results!


In 2019, LPL Business Solutions (LBS) was launched as an incubator start-up business within LPL.  Our goal was to create a business from scratch that focused solely on building solutions that would help financial advisors run a more efficient practice.  Fast forward to late 2021, and LBS now offers six different product solution portfolios with new and improved offerings on the horizon in 2022.  Every LBS solution we sell not only improves the efficiency our clients’ business, but it also contributes to greater overall client satisfaction, loyalty, and advocacy.  Visit for more information on LBS’s current product and service offering.


  • Build and continually refine the annual LBS marketing strategy and plan, along with key stakeholders across business, technology, and marketing functions.
  • Define, build, and deploy integrated marketing campaigns that generate interest and deliver quality leads into the LBS sales funnel; oversee the deployment of both digital marketing (email, online advertising, social, web sites) and traditional marketing methods (direct mail, events, collateral).
  • Coordinate directly and routinely with the LBS sales team to constantly deliver an appropriate amount of quality sales leads in a timely fashion; ultimately deliver a portion of total leads through an all-digital sales experience; capture sales feedback on leads to improve targeting and define nurture programs for leads not sold.
  • Create awareness of LBS solutions with LPL’s ~20,000 financial advisor clients with ongoing marketing programs; leverage insights to personalize messaging by applying segmented, targeted approaches for key audiences.
  • Help define the go-to-market strategy to market and sell LBS products and services outside of the LPL ecosystem to a much larger set of prospects (and not just financial service industry prospects).
  • Maintain a point of view on competitor offerings and marketing tactics; leverage insights to inform the business and provide input to product and marketing strategies.
  • Routinely interact with and serve as a thought leader to senior business executives across LBS; offer a proactive and assertive voice to shape strategy across product, sales, and marketing.
  • Measure campaign results and collaborate with key stakeholders to optimize marketing return on investment.
  • Build and leverage deep partnerships with Brand, Digital, PR, Operations and Product Marketing and Communications groups.


  • Ability to operate as a fact-based and data-driven marketer; decisions supported by insights, results, testing, and business cases.
  • Skilled at navigating corporate organizations but able to also be operate within a more nimble start-up environment; able to align many levers and inputs into one cohesive strategy.
  • Reputation for building high performing teams; enjoys developing and coaching other marketers.

Contributors to Success:

  • Very proactive can-do attitude (ask forgiveness vs. permission).
  • Prefers a white sheet of paper, enjoys opportunities to ‘build’ vs ‘maintain’ the status-quo.
  • Skilled collaborator able to channel and coordinate efforts to drives business outcomes.
  • Operates with minimal direction and leans into autonomous judgment and action.
  • Ability to think strategically and then pivots ideas into actionable campaigns.
  • Comfortable with failure or rejection of ideas; ability to objectively identify root-cause of failure and use as improvement opportunity moving forward.
  • Courage to have difficult conversations and leverage differences to shape quality work.
  • Passionate about diversity, equity, and inclusion; focused on results of work.
  • Familiarity with agile initiatives and work principles.

Minimum Qualifications:

  • Bachelor’s degree in marketing or business-related field; MBA a plus.
  • 10+ years marketing experience; large portion of marketing experience in B2B setting generating leads that resulted in meaningful % of total business revenue (marketing subscription based services a plus).
  • History of working closely with and managing relationships with senior level executives.

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA.  We support over 18,000 financial professionals—including over 14,000 independent advisors, more than 700 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable advisors to focus on their clients by reducing the complexity of running their practice and we support their business by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our advisors, so they can take care of their clients. And Technology is at the center of our mission.

Why LPL? 

At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.

We are one team on one mission. We take care of our advisors, so they can take care of their clients.

Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.

Want to hear from our employees on what it’s like to work at LPL?  Watch this!

We take social responsibility seriously. Learn more here

Want to see info on our benefits?  Learn more here

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 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 (800) 877-7210.

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