Onboarding Consultant

Have you successfully implemented marketing systems and established a digital presence for several businesses? More specifically, have assisted small businesses and companies with website designs, landing pages, social media accounts, Google My Business listings, CRMs, marketing automation systems, etc.? Excited to learn more? If so, then this could be the role 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

The Marketing Solutions team is seeking an Onboarding Consultant to provide a seamless onboarding experience for our newest clients to set them up for long-term success with our digital marketing product. You will combine your knowledge of the web, social media, and digital marketing with your business acumen to make marketing a part of advisors' practices.

Responsibilities

• Guide advisors through connecting their social media accounts (Facebook, Twitter, and LinkedIn) to the platform, automation setup, and compliance approval.

• Connect advisor CRMs, upload their contact lists, and create proper naming conventions.

• Provide exceptional marketing and platform support through various channels (email, video call, asynchronous video, etc.) to address inquiries and provide timely solutions.

• Iterate and improve on onboarding and operational process as we scale for growth.

• Maintain and update documentation for the team.

• Monitor HubSpot portal capacity, social media capacity per portal, and contact capacity per portal.

• Provide team training on new onboarding technology and rollouts when necessary.

• Serve as a project manager during the onboarding process until the advisor becomes an active user.

• Collaborate effectively with cross-functional teams to align goals, share feedback, and implement strategies to enhance the overall customer experience.

• Guide clients through onboarding requirements in one-to-one meetings and one-to-many webinars.

• Support product team with operational processes.

What does your success look like in the first 90 days?

You have built relationships with product team colleagues and have a fundamental understanding of the advisor onboarding process. You have fully onboarded several advisors with success and delivered the anticipated results.

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:

• 2+ years' of marketing experience establishing a digital business presence and implementing marketing software systems.

• 2+ years' experience with inbound marketing tools (i.e. HubSpot), CRMs (i.e. Salesforce, Redtail)

• High School Diploma or GED

Preferences:

• Bachelor's degree in marketing, communication, business or a related field

• Expertise in web design and redesign principles, best practices, and content management platforms

• Excellent written and verbal communication skills, organizational skills, and attention to detail

• Experience in the financial services industry

• Basic to moderate graphic design skills (i.e. Canva)

• Familiarity with web management tools (i.e. FMG, Broadridge, WordPress)

Pay Range:

$59,040-$88,560/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!

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.