Curate and implement digital marketing editorial calendars for each advisors’ blog, e-newsletter, email campaigns, digital ads, and social media platforms month over month to align with the advisor overarching goals.
Generate an evaluation to consistently maintain each advisor’s website and blog to enhance as needed.
Implement lead generation, niche prospecting processes, and workflow for implementations to each advisor and their practice to drive business growth for both LPL Financial and the advisors.
Establish and measure ROI and KPIs such as email CTR, social media engagement and website traffic.
Learn and produce each advisor’s marketing strategy based on advisor preferences.
Schedule and host regular monthly discussions with the advisors.
Collaborate with the advisor’s office staff to ensure cohesive messaging and communications.
Collaborate with compliance to ensure content, brand, and messaging are approved.
Conduct market research and share discoveries with each advisor.
Work with LPL current tools to integrate into overarching plan.
Provide feedback and program enhancements from the advisors.
Requirements
3-5 years marketing experience required.
Bachelor’s degree in marketing, communication, or related field.
Ability to craft a strong marketing strategy and execute across channels, including social media, email, and website.
Working knowledge of web design principles, best practices, and content management platforms.
Support LPL advisors via phone and email.
Excellent project management and organizational skills.
Good understanding of digital marketing tools such as Google Analytics, Google Ads, & AdvisorStream.
Intermediate proficiency in Microsoft Office required (Outlook, Excel, PowerPoint, and Word), and SmartSheet.