Senior Marketing Consultant

Join LPL Financial in a hands-on, benefits-forward role based in Fort Mill, SC. This senior marketing position oversees program marketing for a broad network, coordinating with up to 30 institutional marketing teams and 75 to 100 advisors to drive strategic campaigns across digital and traditional channels. The environment emphasizes collaboration, accountability, and growth, with a compensation package that includes 401K matching, health benefits, employee stock options, paid time off, and volunteer time off.

Benefits

• 401K matching
• Health benefits
• Employee stock options
• Paid time off
• Volunteer time off

Location and compensation

Location: Fort Mill, SC on site. Pay range: $76,838 to $128,132 per year.

Responsibilities

• Develop deep familiarity with the institution's culture, member base, and growth goals to keep marketing aligned and relevant.
• Assess current marketing channels used to reach members or customers and integrate the investment services program into their natural cadence.
• Create a marketing calendar that reflects the program strategy.
• Ensure content is accessible and turnkey using a library of pre-approved assets.
• Continuously seek opportunities to innovate and extend reach.
• Participate in annual planning to shape the overall marketing strategy in line with the financial institution's plan.
• Lead regular accountability meetings with marketing partners to maintain momentum.
• Follow up promptly on plan deliverables to keep both sides on track.
• Monitor and report on key performance indicators.
• Meet periodically with the Regional Investment Director to review goals and execution effectiveness.
• Complete a quarterly scorecard for each institution showing engagement and execution of the agreed plan.
• Complete actions on the onboarding checklist and send a welcome email outlining the consulting process.
• Conduct 3 to 4 annual individual consulting sessions, establishing a cadence for digital marketing, a social media calendar, and ongoing client nurturing.
• Deliver a quarterly advisor engagement scorecard in discussions with the Regional Investment Director.
• Maintain necessary stationery post onboarding as required.
• Assign engagement levels to advisors and lead group meetings to elevate marketing engagement and discuss new marketing trends.

Requirements

• 5+ years of experience in marketing and digital marketing.
• 2+ years of graphic design and content development experience.