Senior Marketing Analyst, Client Success

Job Overview:

As part of the Client Success team, you will have the opportunity to directly live out LPL’s mission: We take care of our advisors, so they can take care of their clients.

We are seeking a dynamic and creative marketing and communications professional to join the Client Success Engagement team. This role is ideal for a highly motivated individual who will play a crucial role in elevating our business unit’s internal and external marketing and communications, ensuring consistent messaging, and engaging our target audiences.

The ideal candidate is an enthusiastic self-starter, highly organized, creative but with a keen eye for detail, skilled in time management, takes ownership of their priorities, and has a friendly can-do attitude. They have solid tactical execution skills and a proven track record of operational excellence. Is this a fast-paced environment? Yes. Is this a role for a person who enjoys collaborating with people? Absolutely. Will you be a part of a team that is supportive, fun, and flexible? 100%.

Responsibilities:

• Serve as the right hand to the Client Success Engagement Vice President (VP) in successful execution of marketing and communication strategies.

• Own end-to-end delivery of initiatives that align with our business unit’s objectives; responsible for tactical execution needs, including creative development, set up, branding, approvals, data management, etc., ensuring deliverables are implemented effectively, efficiently, and on time. Leverage LPL’s tools and resources. Manage respective execution calendars.

• Coordinate and execute campaigns; monitor and report on the performance; collaborate with various departments and stakeholders to gather information and craft accurate, compelling stories, while keeping counterparts informed.

• Create engaging, value-added content for various platforms including, emails, newsletters, press releases, websites, social media, etc. Shepherd the creative process with a focus on quality execution.

• Manage the Client Success organization’s digital channels, including both internal and external sites, ensuring content is on brand, up to date, and compliant. Schedule and organize the creation, approval, activation, and decommissioning of content, etc. Consistently monitor the functionality and performance of channels and modify as needed for optimization.

• Assist in promoting programs and activities, partnering with Program Execution Managers on logistics, and ensuring effective and timely communication to all participants (e.g., Save the Dates, Invitations, Post-program feedback).

• Prepare detailed analytics and activity reports using insights to inform future decisions and tactics.

• Ensure compliance with relevant regulations, company policies, etc. Oversee the governance of all assets within the team’s scope, ensuring they are up to date and on brand, including content/materials, websites, social posts, etc. Work closely with the Compliance Department to ensure efforts fall within expected guidelines. Stay informed of changes and ensure proper processes are followed.

• Build relationships with key stakeholders, vendor partners, and collaborate with internal teams to ensure alignment of efforts. Collaborate with cross-functional teams such as Compliance, Operations, Technology, Transitions, and Business Development.

• Support broader needs of the team including administrative, special projects, database management, and client list maintenance, reporting, etc., as assigned.

• Function as an owner when executing against the team’s mandates with an eye to operational excellence, while maintaining a nimble approach, and the ability to pivot when appropriate.

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, advertising, communications, public relations, or commensurate work experience.

• Proven experience in a similar role; Strong writing, editing, and verbal communication skills.

• Experience managing social media platforms and content creation.

• Strong computer skills and excellent working knowledge of common software packages, social media platforms, mail platforms and database management systems.

• Must possess soft skills including, but not limited to emotional intelligence, collaboration, initiative, work ethic, culture fit and accountability.

• Ability to work collaboratively in a team environment and manage multiple projects simultaneously.

Core Competencies:

• Highly collaborative self-starter with excellent organizational and project management abilities.

• Keen eye for detail and the ability to manage multiple priorities simultaneously.

• Exceptional communication and interpersonal skills, with the ability to build and maintain relationships with stakeholders.

• Mindset to perpetuate and demonstrate the importance of brand management.

Preferences:

• Strong proficiency with HubSpot, Smartsheet, CRM platforms, MS Office suite, Box, Salesforce, and Adobe programs, including Experience Manager, InDesign, Illustrator, and Photoshop.

• Financial services experience a plus; Not required.

Pay Range:

$74,625-$124,375/year
 Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
 

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor ("RIA") firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nation’s leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. 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 @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.

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