LPL Financial
Job Overview
LPL Financial is seeking a strategic and visionary leader to head our
Marketing Data & Analytics
team. As Vice President, you will shape and execute our data-driven marketing strategy. Reporting to the Senior Vice President of Digital Marketing, Creative, and Marketing Operations, you will lead a high-impact team responsible for delivering actionable insights, optimizing digital experiences, and driving measurable business growth. Responsibilities
Lead the development and execution of our marketing data strategy, analytics roadmap, and performance measurement framework. Drive behavioral targeting initiatives and enhance our digital marketing capabilities. Collaborate cross-functionally with Finance, Technology, Research, Communications, and Client Experience teams to support enterprise-wide initiatives. Foster ongoing growth and development as the broader organization looks to mature our analytical skills. Marketing Analytics Leadership
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. Targeting & Delivery Strategy
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. Strategic Initiatives
Champion the business case for advanced tools like CDPs and cross-platform analytics (e.g., Adobe CJA, Salesforce Data Cloud). 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. What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. We’re seeking a collaborative, data-savvy leader who thrives in a fast-paced, matrixed environment and is passionate about using data to drive marketing excellence. Requirements
Bachelor’s degree in marketing, Communications, Data Analytics, or related field; MBA preferred. 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 (e.g., email, social, mobile, chat, etc.) and familiarity with AI-driven marketing. Expertise in analytics tools (e.g., Adobe Analytics, Tableau, SAS) and MarTech platforms (e.g., Salesforce Marketing Cloud). Strong understanding of data governance, privacy regulations, and client data management. Core Competencies
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. Pay Range
$125,775-$209,625/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. 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. Interviews and Equal Opportunity
Join LPL Financial: Where Your Potential Meets Opportunity. 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. For questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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LPL Financial is seeking a strategic and visionary leader to head our
Marketing Data & Analytics
team. As Vice President, you will shape and execute our data-driven marketing strategy. Reporting to the Senior Vice President of Digital Marketing, Creative, and Marketing Operations, you will lead a high-impact team responsible for delivering actionable insights, optimizing digital experiences, and driving measurable business growth. Responsibilities
Lead the development and execution of our marketing data strategy, analytics roadmap, and performance measurement framework. Drive behavioral targeting initiatives and enhance our digital marketing capabilities. Collaborate cross-functionally with Finance, Technology, Research, Communications, and Client Experience teams to support enterprise-wide initiatives. Foster ongoing growth and development as the broader organization looks to mature our analytical skills. Marketing Analytics Leadership
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. Targeting & Delivery Strategy
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. Strategic Initiatives
Champion the business case for advanced tools like CDPs and cross-platform analytics (e.g., Adobe CJA, Salesforce Data Cloud). 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. What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work. We’re seeking a collaborative, data-savvy leader who thrives in a fast-paced, matrixed environment and is passionate about using data to drive marketing excellence. Requirements
Bachelor’s degree in marketing, Communications, Data Analytics, or related field; MBA preferred. 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 (e.g., email, social, mobile, chat, etc.) and familiarity with AI-driven marketing. Expertise in analytics tools (e.g., Adobe Analytics, Tableau, SAS) and MarTech platforms (e.g., Salesforce Marketing Cloud). Strong understanding of data governance, privacy regulations, and client data management. Core Competencies
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. Pay Range
$125,775-$209,625/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. 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. Interviews and Equal Opportunity
Join LPL Financial: Where Your Potential Meets Opportunity. 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. For questions regarding the application process, contact LPL’s Human Resources Solutions Center at (855) 575-6947.
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