📌 Core Information
🔹 Job Title: VP, Marketing Data & Analytics
🔹 Company: LPL Financial
🔹 Location: Fort Mill, SC (with remote flexibility)
🔹 Job Type: Full-Time
🔹 Category: Marketing, Data & Analytics
🔹 Date Posted: 2025-07-10
🔹 Experience Level: 10+ years
🔹 Remote Status: On-site with remote flexibility
🚀 Job Overview
Key aspects of this role include:
- Strategic leadership of the Marketing Data & Analytics team
- Development and execution of marketing data strategy and analytics roadmap
- Cross-functional collaboration to deliver actionable insights and optimize digital experiences
- Foster growth and development of analytical skills across the broader organization
- Drive behavioral targeting initiatives and enhance digital marketing capabilities
ASSUMPTION: This role requires a strategic thinker with a strong analytical background and proven leadership skills. Familiarity with the financial services industry is a plus but not required.
📋 Key Responsibilities
✅ Lead the development and execution of marketing data strategy, analytics roadmap, and performance measurement framework
✅ Drive behavioral targeting initiatives and enhance digital marketing capabilities
✅ Collaborate cross-functionally with Finance, Technology, Research, Communications, and Client Experience teams
✅ Foster ongoing growth and development of analytical skills across the broader organization
✅ Define and evolve marketing performance metrics to identify growth opportunities and measure success
✅ Deliver insights that influence digital strategy and business outcomes
✅ Create and present dashboards, reports, and ad hoc analyses to stakeholders
✅ Improve marketing attribution and measurement in partnership with Data Technology and Governance teams
✅ Analyze market trends, competitor strategies, and audience behavior to inform decision-making
✅ Build and lead a centralized targeting and delivery function for cross-channel marketing
✅ Develop governance and processes for audience segmentation, suppression, and compliance
✅ Integrate and format data for marketing use, supporting data lake initiatives and accessibility
✅ Partner with segmentation teams to prioritize and optimize audience targeting
✅ Ensure compliance with data privacy regulations (e.g., GDPR, CCPA) and internal risk standards
✅ Champion the business case for advanced tools like CDPs and cross-platform analytics
✅ Support the centralization of marketing automation platforms and enterprise data sources
✅ Lead discovery and innovation efforts for the future state of marketing analytics and targeting
ASSUMPTION: This role requires a strong analytical mindset, excellent communication skills, and the ability to work effectively in a matrixed environment.
🎯 Required Qualifications
Education: Bachelor’s degree in marketing, Communications, Data Analytics, or related field; MBA preferred
Experience: 10+ years of experience in digital data, analytics, or list management—ideally within financial services, consulting, retail, or media. 5+ years of experience across digital channels and familiarity with AI-driven marketing.
Required Skills:
- Expertise in analytics tools (e.g., Adobe Analytics, Tableau, SAS)
- Strong understanding of data governance, privacy regulations, and client data management
- Proven ability to lead cross-functional teams and influence at all levels
- Strong business acumen with a track record of using analytics to drive growth and engagement
- Creative thinker who embraces experimentation and continuous improvement
- Excellent communicator with the ability to build compelling business cases
Preferred Skills:
- Familiarity with the financial services industry
- Experience with MarTech platforms (e.g., Salesforce Marketing Cloud)
- Knowledge of data lake initiatives and accessibility
ASSUMPTION: Candidates with a strong analytical background and proven leadership skills in digital data and analytics will be most successful in this role.
💰 Compensation & Benefits
Salary Range: $125,775 - $209,625/year
Benefits:
- 401K matching
- Health benefits
- Employee stock options
- Paid time off
- Volunteer time off
Working Hours: Full-time, with flexible remote work options
ASSUMPTION: The salary range provided is based on industry standards for a VP-level role in marketing data and analytics, with consideration for the company's size and location.
📌 Applicant Insights
🔍 Company Context
Industry: Financial Services
Company Size: 5,001-10,000 employees
Founded: 1989
Company Description:
- LPL Financial is a leader in the financial advisor-mediated marketplace, supporting nearly 29,000 financial advisors and the wealth management practices of approximately 1,200 financial institutions
- The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools, and practice management services
- LPL Financial is committed to supporting the success of its advisors and institutions, providing them with the flexibility to choose the business model, services, and technology resources they need to run thriving businesses
Company Specialties:
- Independent Broker/Dealer
- Institution Services
- RIA
- Independent Advisors
- Custom Clearing Services
Company Website: www.lpl.com
ASSUMPTION: LPL Financial's size and industry position provide ample opportunities for career growth and development within the marketing and analytics functions.
📊 Role Analysis
Career Level: Executive/VP
Reporting Structure: Reports directly to the Senior Vice President of Digital Marketing, Creative, and Marketing Operations
Work Arrangement: On-site with remote flexibility
Growth Opportunities:
- Potential to shape the future of marketing data and analytics within a large, growing organization
- Opportunity to collaborate with and learn from senior leaders across various functions
- Potential to drive significant business impact through data-driven decision-making
ASSUMPTION: This role offers significant growth potential for the right candidate, with opportunities to expand the team and influence the broader organization.
🌍 Location & Work Environment
Office Type: Corporate headquarters with multiple regional offices
Office Location(s): Fort Mill, SC (headquarters), San Diego, CA, Boston, MA, and Austin, TX
Geographic Context:
- Fort Mill, SC: A suburb of Charlotte, NC, offering a mix of urban and rural living with a lower cost of living compared to major cities
- San Diego, CA: A major city with a Mediterranean climate, known for its beaches, parks, and vibrant cultural scene
- Boston, MA: A historic city with a rich cultural heritage, known for its education and healthcare industries
- Austin, TX: A fast-growing city with a strong tech industry, known for its live music scene and outdoor activities
Work Schedule: Full-time, with flexible remote work options
ASSUMPTION: The location of the headquarters and regional offices provides opportunities for candidates to live in diverse geographic areas with varying costs of living and cultural experiences.
💼 Interview & Application Insights
Typical Process:
- Phone or video screen with the hiring manager or a member of the HR team
- On-site or virtual interview with key stakeholders, including the Senior Vice President of Digital Marketing, Creative, and Marketing Operations
- Final round interview with the Chief Marketing Officer or another senior leader
- Background check and offer extension
Key Assessment Areas:
- Strategic thinking and problem-solving skills
- Analytical skills and data-driven decision-making
- Leadership and team management capabilities
- Communication and presentation skills
- Cultural fit and alignment with LPL's values
Application Tips:
- Highlight your experience with data-driven marketing and analytics in your resume and cover letter
- Prepare for behavioral and situational interview questions that assess your leadership, problem-solving, and communication skills
- Research LPL Financial's industry position, company culture, and recent initiatives to demonstrate your understanding of the organization
- Be prepared to discuss your long-term career goals and how this role fits into your professional development plan
ATS Keywords: Marketing Data, Analytics, Strategy, Leadership, Cross-Functional Collaboration, Behavioral Targeting, Digital Marketing, Data Governance, Market Trends Analysis, Performance Measurement, Market Research, A/B Testing, Data-Driven Decision Making
ASSUMPTION: LPL Financial's interview process is designed to assess candidates' strategic thinking, analytical skills, and cultural fit, with a focus on finding the best fit for the organization's needs.
🛠️ Tools & Technologies
- Analytics tools: Adobe Analytics, Tableau, SAS
- MarTech platforms: Salesforce Marketing Cloud (or similar)
- Data management tools: Data lake initiatives, enterprise data sources
- Collaboration tools: Microsoft Office Suite, Google Workspace, Slack
ASSUMPTION: Familiarity with the listed tools and technologies is preferred but not required. Candidates should have a strong analytical mindset and be willing to learn new tools as needed.
👔 Cultural Fit Considerations
Company Values:
- Put Clients First
- Act with Integrity
- Pursue Greatness
- Win Together
- Create and Share Joy
Work Style:
- Collaborative and team-oriented
- Fast-paced and dynamic
- Data-driven and analytical
- Innovative and creative
- Focused on continuous improvement
Self-Assessment Questions:
- How do you align with LPL's value of 'Put Clients First' in your approach to marketing data and analytics?
- How comfortable are you working in a fast-paced, matrixed environment with remote team members?
- How do you balance data-driven decision-making with a creative and innovative approach to marketing?
ASSUMPTION: Candidates who demonstrate a strong cultural fit with LPL's values and work style will be most successful in this role.
⚠️ Potential Challenges
- Managing a high-performing team in a fast-paced, matrixed environment
- Balancing strategic thinking with day-to-day tactical responsibilities
- Navigating a large, complex organization with multiple stakeholders
- Keeping up with the latest trends and best practices in digital marketing and analytics
- Ensuring data privacy and security in a rapidly evolving regulatory landscape
ASSUMPTION: These challenges require a strong leader with excellent communication, problem-solving, and stakeholder management skills.
📈 Similar Roles Comparison
- Unlike other marketing data and analytics roles, this position requires a strong strategic mindset and the ability to influence senior leaders across various functions
- LPL Financial's size and industry position provide unique opportunities for career growth and development within the marketing and analytics functions
- Compared to other roles in the financial services industry, this position offers a broader scope of responsibilities and the potential for significant business impact
ASSUMPTION: This role offers a unique blend of strategic, analytical, and leadership responsibilities, making it an attractive opportunity for the right candidate.
📝 Sample Projects
- Developing and implementing a comprehensive marketing data strategy and analytics roadmap
- Conducting a market trends analysis to inform digital strategy and business outcomes
- Optimizing behavioral targeting initiatives to enhance digital marketing capabilities
- Improving marketing attribution and measurement through cross-functional collaboration
- Leading a team to develop and execute a data-driven marketing campaign, resulting in a significant increase in engagement and conversions
ASSUMPTION: These sample projects illustrate the strategic, analytical, and leadership aspects of the role, as well as the potential for significant business impact.
❓ Key Questions to Ask During Interview
- How does this role fit into the broader marketing and analytics strategy for LPL Financial?
- What are the key priorities for the first 90 days in this role?
- How does LPL support the growth and development of its marketing data and analytics team members?
- What are the most significant challenges facing the marketing and analytics functions at LPL, and how can this role help address them?
- How does LPL approach data privacy and security, and what role does this position play in ensuring compliance?
ASSUMPTION: These questions demonstrate your interest in the role, the organization, and the broader marketing and analytics strategy, while also providing valuable insights into the position's responsibilities and expectations.
📌 Next Steps for Applicants
To apply for this position:
- Submit your application through this link
- Customize your resume and cover letter to highlight your experience with data-driven marketing and analytics
- Prepare for behavioral and situational interview questions that assess your leadership, problem-solving, and communication skills
- Research LPL Financial's industry position, company culture, and recent initiatives to demonstrate your understanding of the organization
- Be prepared to discuss your long-term career goals and how this role fits into your professional development plan
- Follow up with the hiring manager or HR representative within one week of submitting your application to express your interest in the position
⚠️ This job description contains AI-assisted information. Details should be verified directly with the employer before making decisions.
