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Sr. Consultant, Product Marketing (Cross-Promotions)

Job ID: R-021798 Date posted: 05/18/2022 Primary Location SC-Fort Mill Other Locations CA-San Diego

Do you like thinking outside of the box, on a large scale, strategic level? Do you like to execute on your ideas, seeing them through to completion? If so, LPL Financial is the place for you!

LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way around. Today, LPL is a leader* in the markets we serve, supporting more than 18,000 financial advisors, 800 institution-based investment programs and 450 independent RIA firms nationwide. We are steadfast in our commitment to the advisor-centered model and the belief that Americans deserve access to personalized guidance from a financial advisor. At LPL, independence means that advisors have the freedom they deserve to choose the business model, services, and technology resources that allow them to run their perfect practice. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors, so they can take care of their clients.

Job Overview:

We are looking for a skilled and knowledgeable Sr. Consultant, Product Marketing, who is equally strategic as they are tactical, and has the ability to pivot according to specific business needs. The ideal candidate is a big thinker who can look across internal business units and product lines to develop a comprehensive, cross-promotional marketing strategy centered on the user experience. At the same time, this person will be responsible for executing on these strategies by applying their own functional skillset to reach the right audience, with the right message, at the right time and place. Unlike some marketing roles that mainly require you to be “tech-savvy,” the person in this role will need to be “channel-savvy.” This includes digital marketing channels like email, web, and social, but also places emphasis on in-person channels like conferences, sales campaigns, and training forums. The ideal candidate will be able to look across these touchpoints to present LPL’s products and services in a way that generates awareness among financial advisors and drives adoption for our most important solutions.


  • Study LPL’s diverse suite of investment and technology products, along with our outsourced service offerings

  • Translate technical details of these solutions into user benefits, while shaping product narratives and key messaging for various audiences, with emphasis on conferences

  • Support AVP, Product Marketing, with capturing business objectives, outlining key deliverables, determining project schedules, and defining measurable goals

  • Help execute product marketing strategies for multiple product lines, including our go-to-market approach, conference strategies, and ongoing promotional activities as our product solutions continue to evolve

  • Craft compelling messages to deliver content across marketing channels, including conferences, web, email, brochures, video, and more 

  • Evaluate marketing campaigns and initiatives using relevant performance metrics as well as feedback from existing and prospective advisors

  • Follow and analyze market trends to properly position LPL’s products within the competitive landscape

What are we looking for?

We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement.


  • 5-7 years related experience in product marketing, ideally within the financial services industry
  • Bachelor’s degree in marketing, communication, or journalism
  • Superior writing and editorial skills required: must be able to distill complex subject matter into compelling, audience-tailored communications
  • Proficiency in Microsoft Office applications

Core Competencies:

  • Proven self-starter with strong project management and organizational skills, attention to detail, and the ability to prioritize and multi-task


  • Experience with advisory, brokerage, or fintech products/platforms a plus

  • Experience with conferences and digital marketing platforms also a plus


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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