Marketing Manager

📌 Core Information

🔹 Job Title: Marketing Manager

🔹 Company: LPL Financial

🔹 Location: Fort Mill/Charlotte, San Diego

🔹 Job Type: Full-Time

🔹 Category: Marketing

🔹 Date Posted: April 23, 2025

🔹 Experience Level: 2-5 years

🔹 Remote Status: On-site (Fort Mill/Charlotte, San Diego)

🚀 Job Overview

Key aspects of this role include:

• Managing a marketing delivery team and serving as the marketing point person for several LPL advisors.
• Driving demand for advisors' services through tailored marketing strategies.
• Collaborating with internal teams, including design, content, and compliance.
• Monitoring ROI and KPIs for advisors, including email CTR, social media engagement, and website traffic.
• Providing feedback and enhancements from advisors to improve marketing solutions.

ASSUMPTION: This role requires a strong understanding of digital marketing, team management, and client relationship building. The ideal candidate will have experience in marketing and digital marketing, as well as coaching or managing a team.

📋 Key Responsibilities

✅ Report to the Vice President, Marketing Solutions-Delivery.

✅ Manage a team of several marketing professionals.

✅ Work closely with several LPL advisors to drive retention and advisor satisfaction.

✅ Assist with onboarding new LPL advisors to the digital marketing program.

✅ Coach your team to develop and implement a marketing strategy for each advisor tailored to their target market(s).

✅ Collaborate with the advisor’s office staff to ensure cohesive messaging and communications.

✅ Work cross-functionally with design and content teams, as well as compliance, to ensure content, brand, and messaging are approved.

✅ Monitor ROI and KPIs for your team’s advisors, including email CTR, social media engagement, and website traffic.

✅ Collaborate with internal partners and leadership to drive improvements and support initiatives within Marketing Solutions.

✅ Work with LPL’s current tools to integrate into the overarching plan.

✅ Provide feedback and enhancements from the advisors.

ASSUMPTION: The responsibilities listed above are subject to change based on business needs and may evolve over time. The ideal candidate will be adaptable and able to handle shifting priorities.

🎯 Required Qualifications

Education: Bachelor’s degree in marketing, communication, or a related field.

Experience: 3-5 years in marketing and digital marketing, with 1-3 years of experience in coaching, management, or leading a team.

Required Skills:

• Excellent project management skills.
• Working knowledge of web design principles, best practices, and content management platforms.
• Ability to develop and execute sales and marketing strategies.
• Excellent written and verbal communication skills.
• Solid understanding of ecommerce, PPC, SEO, and SEM.
• Solid knowledge of inbound marketing tools and web management.
• Good understanding of digital marketing tools such as Google Analytics, Google Ads, and marketing technology.

Preferred Skills:

• Financial services experience.
• CRM experience.

ASSUMPTION: While not required, having financial services experience or CRM experience would be beneficial for success in this role.

💰 Compensation & Benefits

Salary Range: $82,088 - $136,813 per year. Actual base salary varies based on factors, including relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location.

Benefits:

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

Working Hours: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility based on team and project needs.

ASSUMPTION: The salary range provided is an estimate based on industry standards for similar roles. The actual salary may vary based on the factors listed above.

📌 Applicant Insights

🔍 Company Context

Industry: Financial Services. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer, serving independent financial advisors and financial institutions.

Company Size: 5,001-10,000 employees. LPL Financial has a large employee base, providing ample opportunities for collaboration and growth.

Founded: 1989. LPL Financial has a long history in the financial services industry, with a strong reputation for supporting independent financial advisors.

Company Description:

• LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer, serving independent financial advisors and financial institutions.
• The company provides independent financial advisors with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices.
• LPL enables advisors to provide personalized guidance to millions of American families seeking wealth management, retirement planning, financial planning, and asset management solutions.

Company Specialties:

• Independent Broker/Dealer.
• Institution Services.
• RIA (Registered Investment Advisor).
• Independent Advisors.
• Custom Clearing Services.
• Financial Services.

Company Website: LPL Financial

ASSUMPTION: LPL Financial is a well-established company with a strong presence in the financial services industry. The company's size and history provide stability and opportunities for career growth.

📊 Role Analysis

Career Level: Mid-level. This role is suitable for candidates with 3-5 years of experience in marketing and digital marketing, as well as 1-3 years of experience in coaching, management, or leading a team.

Reporting Structure: The Marketing Manager will report to the Vice President, Marketing Solutions-Delivery.

Work Arrangement: On-site, with the option to work remotely from the Fort Mill/Charlotte or San Diego offices.

Growth Opportunities:

• LPL Financial offers opportunities for career advancement, including potential promotions and transfers to other departments or locations.
• The company encourages professional development and provides training and mentorship programs to help employees grow in their careers.
• LPL Financial's large employee base provides ample opportunities for networking and collaboration.

ASSUMPTION: The Marketing Manager role offers opportunities for career growth and development within LPL Financial. The company's large size and diverse offerings provide numerous paths for advancement.

🌍 Location & Work Environment

Office Type: Corporate offices with open-plan workspaces, providing a collaborative and dynamic work environment.

Office Location(s): Fort Mill/Charlotte, SC; San Diego, CA

Geographic Context:

• The Fort Mill/Charlotte office is located in the Charlotte metropolitan area, offering a mix of urban and suburban living options, with a cost of living that is generally lower than other major metropolitan areas in the United States.
• The San Diego office is located in the San Diego metropolitan area, offering a mix of urban and suburban living options, with a cost of living that is generally higher than the national average.

Work Schedule: Full-time, typically Monday-Friday, 9:00 AM - 5:00 PM, with flexibility based on team and project needs.

ASSUMPTION: The work environment at LPL Financial is collaborative and dynamic, with a focus on teamwork and communication. The company's offices in Fort Mill/Charlotte and San Diego offer opportunities for growth and development in a diverse and inclusive work environment.

💼 Interview & Application Insights

Typical Process:

• Online application submission.
• Phone or video screen with a member of the HR team.
• In-person or virtual interview with the hiring manager and/or team members.
• Final interview with the Vice President, Marketing Solutions-Delivery.
• Background check and reference check.

Key Assessment Areas:

• Digital marketing expertise.
• Team management and leadership skills.
• Client relationship management skills.
• Problem-solving and analytical skills.
• Communication and interpersonal skills.

Application Tips:

• Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
• Be prepared to discuss your experience with digital marketing, team management, and client relationship management.
• Research LPL Financial and be prepared to discuss why you are interested in this role and the company.
• Prepare questions to ask the interviewer about the role, the team, and the company.

ATS Keywords: Digital Marketing, Marketing Manager, Team Management, Client Relationship Management, PPC, SEO, SEM, Inbound Marketing, Google Analytics, Google Ads, Marketing Technology

ASSUMPTION: The application process for this role is typical for a corporate environment, with a focus on assessing the candidate's digital marketing expertise, team management skills, and client relationship management skills.

🛠️ Tools & Technologies

• Google Analytics.
• Google Ads.
• Marketing technology platforms (e.g., HubSpot, Marketo, Pardot).
• Content management systems (e.g., WordPress, Drupal, Joomla).
• Email marketing platforms (e.g., Mailchimp, Constant Contact, AWeber).
• Social media management tools (e.g., Hootsuite, Buffer, Sprout Social).

ASSUMPTION: The Marketing Manager will be expected to have experience with digital marketing tools and platforms, as well as content management systems and email marketing platforms.

👔 Cultural Fit Considerations

Company Values:

• Integrity.
• Collaboration.
• Innovation.
• Excellence.
• Client Focus.

Work Style:

• Collaborative.
• Dynamic.
• Fast-paced.
• Client-focused.
• Team-oriented.

Self-Assessment Questions:

• Do you thrive in a fast-paced, collaborative environment?
• Are you comfortable managing a team and driving results?
• Do you have experience working with clients and understanding their unique needs?
• Are you able to balance multiple projects and priorities effectively?
• Do you have a strong understanding of digital marketing and relevant tools and technologies?

ASSUMPTION: LPL Financial values a collaborative, dynamic, and client-focused work environment. The ideal candidate for the Marketing Manager role will be able to thrive in this environment and contribute to the company's success.

⚠️ Potential Challenges

• The Marketing Manager role may require working with multiple teams and stakeholders, which can be challenging at times.
• The role may require managing a team with varying levels of experience and expertise, which can present unique challenges in terms of communication and leadership.
• The Marketing Manager may need to balance multiple projects and priorities, which can be demanding at times.
• The role may require working with advisors who have varying levels of digital marketing expertise, which can present unique challenges in terms of education and support.

ASSUMPTION: The Marketing Manager role presents unique challenges that require strong communication, leadership, and project management skills. The ideal candidate will be able to navigate these challenges and contribute to the success of the team and the company.

📈 Similar Roles Comparison

• Marketing Manager roles in other industries may have a broader focus on brand management and product marketing, whereas this role is more focused on digital marketing and client relationship management.
• Marketing Manager roles in other companies may have a more siloed approach to marketing, whereas LPL Financial encourages a collaborative and cross-functional approach.
• Marketing Manager roles in other companies may have a more traditional approach to marketing, whereas LPL Financial encourages innovation and experimentation.

ASSUMPTION: The Marketing Manager role at LPL Financial is unique in its focus on digital marketing and client relationship management, as well as its emphasis on collaboration and innovation. Candidates should be aware of these differences when comparing this role to similar roles in other industries or companies.

📝 Sample Projects

• Developing and executing a digital marketing strategy for an advisor with a niche target market.
• Creating and implementing a social media campaign to increase engagement and brand awareness for an advisor's practice.
• Optimizing an advisor's website to improve user experience and drive traffic.

ASSUMPTION: The Marketing Manager role at LPL Financial offers a wide range of projects and initiatives, providing opportunities for growth and development in digital marketing and client relationship management.

❓ Key Questions to Ask During Interview

• Can you describe the team structure and dynamics for this role?
• How does LPL Financial support the growth and development of its employees?
• What are the key priorities for this role in the first 30, 60, and 90 days?
• How does LPL Financial measure the success of its Marketing Manager roles?
• What are the key challenges facing the Marketing Solutions team, and how can this role contribute to addressing them?

ASSUMPTION: The Marketing Manager role at LPL Financial presents unique opportunities for growth and development, as well as challenges that require strong leadership and problem-solving skills. Candidates should be prepared to ask insightful questions about the role, the team, and the company to demonstrate their interest and fit for the position.

📌 Next Steps for Applicants

To apply for this position:

• Submit your application through this link.
• Tailor your resume and cover letter to highlight your relevant experience and skills for this role.
• Prepare questions to ask the interviewer about the role, the team, and the company.
• If selected for an interview, be prepared to discuss your experience with digital marketing, team management, and client relationship management.
• Follow up with the hiring manager or HR representative within 24 hours after your interview to express your appreciation and reiterate your interest in the role.

⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.