VP, Financial Advisor Prospect Marketing at LPL Financial

Are you a team player? Are you curious to learn? Are you interested in working in meaningful projects? Do you want to work with cutting-edge technology? Are you interested in being part of a team that is working to transform and do things differently? 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 22,000 financial advisors, 1,100 institution-based investment programs, and 500 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 seeking an experienced and dynamic VP of Financial Advisor Prospect Marketing to help lead the evolution of our marketing strategy and planning for our rapidly growing advisor business.

Advisors drive the future of financial advice. Through LPL’s consultative Advisor Fit process, we work with prospective financial advisors in the industry to help them design a practice at LPL that reflects how they want to serve their clients and achieve their business goals. Across a spectrum of offerings from full independence to our employee advisor model to supported independence, we collaboratively identify the most fitting business structure then personalize it to meet each advisor’s needs.

You will report to our SVP – Prospect Marketing for LPL Financial and lead a team of marketing strategists and consultants. The ideal candidate will have experience leading B2B and B2C marketing campaigns that leverage paid digital media and traditional marketing channels to drive qualified sales leads.  This marketer will have a relentless focus on connecting marketing activities to business outcomes. This ‘hands-on’ manager should thrive in building strategy, planning the necessary details, and leading it to flawless execution.  They will be a curious marketer who is driven to learn and is energized by the opportunity to build something new, leveraging creativity and innovation every day.  The ideal candidate thrives in a highly collaborative, fast-paced environment and is comfortable with ambiguity and pushing on the boundaries of what’s possible. This seasoned leader should have a passion for inspiring compelling, attention-grabbing content and high-quality creative and will help us transform into a more modern integrated marketing and communications function.

This role is located at either the company’s San Diego or Fort Mill, SC office. Hybrid or remote working arrangements are not an option for this role.
 

Responsibilities:

• Create and manage advisor recruiting marketing strategies and plans that produce a combination of marketplace awareness and consideration while driving sales qualified leads (SQLs) and marketing qualified leads (MQLs) for our Business Development team.

• Develop and demonstrate deep acumen on the financial advisor audience, market and competitive insights to inform campaign strategy and messaging

• Leverage data-based intel to develop audience needs analysis, personas and targeting strategies of prospective financial advisors

• Lead the development of integrated campaign strategies and journeys, channel plans, creative and promotional assets across owned, earned and paid channels

• Build demand generation and nurture strategies to influence perception and propel prospects through decision cycle

• Leverage cross-functional teams and Marketing SMEs across Brand, Product, PR, Communications, and Digital Activation to achieve marketing outcomes

• Develop and test new approaches for reaching and engaging prospective advisors; continue introducing innovation and creativity to advance perception and disruption in the marketplace

• Own the content marketing and editorial strategy that fuels prospective financial advisor communication frameworks  

• Manage external and internal advertising agencies in service of development and delivery of integrated marketing communications plans

• Partner closely with business development recruiting and product teams and hold joint accountability for achieving business goals, sales targets, and recruitment goals

• Measure and report results, identify optimization opportunities, and prioritize future plans based on efficacy of performance

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.

Requirements:

• Bachelor's degree in Marketing, Communications, Business Administration

• 10+ years of related B2B/B2C Marketing experience

• 5+ years leading and developing high performing teams

• Experience with customer journeys, personalization and data-driven marketing

• Experience creating or leveraging content and thought leadership as core component of the marketing strategy

Preferences:

• Demonstrated ability to tie marketing activity to business outcomes

• Solid relationship management skills including the ability to influence others, manage internal/external relationships, & support more senior-level business executives

• Exceptional project management/organizational skills with ability to successfully manage multiple initiatives simultaneously

• Capable of managing competing priorities and adapt quickly to rapidly changing environments

• Ability to develop compelling business cases to support the evolution of Advisor Recruiting Marketing

• Track record of overseeing agencies to execute successfully on marketing strategies and campaigns

Pay Range:

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.

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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.