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Sr. Marketing Consultant

Job ID: R-005433 Date posted: 02/11/2019 Primary Location CA-San Diego

Senior Marketing Consultant, Same Store Sales Marketing

LPL is currently seeking a Senior Marketing Consultant to join the Marketing department. This role will be responsible for helping to create, develop, and execute the marketing strategies and activities required to support the firm’s Sales and Consulting teams and advisory platforms. This role will report to the Assistant Vice President, Marketing and work closely with Sales, Consulting, and Product team members to create original marketing campaigns and collateral that will drive sales, organic growth, and retention among the firm’s 15,000 financial advisors.

The ideal candidate will have a strong background in strategic marketing and partnering with sales groups.  This individual will be a creative and strategic thinker with excellent writing skills and a firm understanding of message and narrative development, while demonstrating a passion for excellence combined with agility, innovation, resourcefulness, and positive thinking.

Responsibilities include:

  • Developing materials and kits to support the Sales and Consulting groups in promoting firm initiatives, products, and platforms
  • Developing a strategy for the Sales’ teams technology solutions to enable team members in the field to access collateral, presentation decks, training videos, and scripts
  • Developing marketing collateral and campaigns to support advisory platform enhancements
  • Project managing all marketing activities from plan to execution, which includes creating project milestones, developing communication plans, managing data, and updating project members and marketing senior management on progress
  • Creating and managing customized enewsletters for various Sales and Consulting groups
  • Composing marketing collateral, white papers, and presentations for internal and external use
  • Prioritizing projects across business units and maintain regular proactive communications about their execution and progress
  • Formulating various data points to effectively define program progress and success metrics, as well as sharing and presenting this information to internal and external stakeholders


  • Bachelor’s degree in marketing, journalism, PR or related discipline
  • Minimum of 3-5 years of marketing, PR, and/or communications experience
  • Highly organized individual with experience managing projects
  • End to end project management- Multiple project at one time
  • Intimate understanding of traditional and emerging marketing channels- always willing to grow and learn
  • Outstanding writing and editing skills (e.g. articles, brochures, and white papers)
  • Excellent communications skills
  • Self-starter: must be a thought-leader, strategic thinker, and have the drive to win as a team
  • Grace under pressure and a sense of humor

About LPL Financial:

LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL and its affiliates have more than 3,700 employees with primary offices in Boston, Charlotte, and San Diego.

Our Culture:

If you join LPL, you will join a culture that believes in delivering a world-class client experience and looks to all employees to contribute to that goal by sharing their creativity, experience, and passion for continuous improvement. As a destination of choice, our top priorities are growth and development, social responsibility, and financial health for our employees. 

We offer competitive compensation and industry leading benefits, including a wellness facility with onsite fitness classes, healthy meal choices, and a walk-in clinic. We support employee financial health through a 401k match, ESPP, and employee discounts. Work/life balance is our foundation and is supported through paid holidays, and paid time off (including time to volunteer). We foster a diverse work environment through Employee Resource Groups and diverse strategic partnerships.  

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

*As reported by Financial Planning magazine, June 1996-2017, based on total revenue.

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Area(s) of InterestChoose at least one job category and/or location.

  • Sales and Marketing, San Diego, California, United StatesRemove