Content Creator, Wealth Management Solutions

Are you a team player? Are you curious to learn? Are you interested in working on meaningful projects? Are you interested in being part of a team that is working to transform and do things differently? If so, LPL Financial is the place 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 18,000 financial advisors, 800 institution-based investment programs and 450 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.

• This is a hybrid role that will require the employee to be on-site at our Ft. Mill, SC office potentially 2 days a week**
  
  
  

Job Overview:

The Product Integration Experience team provides centralized business management services and project management support to LPL’s Wealth Management Solutions team, consisting of Investment Product Management, Advisory Platforms, Retirement Partners, Research and Strategic Partners.

We are seeking a talented and creative Content Creator to join the Business Management team. In this role you will be responsible for business storytelling and content creation for the department. As a key member of the business management team, you will be responsible for simplifying complex concepts and transforming them into engaging and easily understandable content for clients and our organization to consume. Your expertise in storytelling and PowerPoint skills will be crucial in creating impactful Executive meeting materials and client-facing content, including promotional material at client conferences and client resource center. If you are a talented storyteller with exceptional PowerPoint skills and a passion for simplifying complex concepts, we would love to hear from you.

Responsibilities:

• Consult with investment product and platform subject matter experts and technical professionals to distill complex concepts and information into compelling stories that resonate with clients and executives.
• Enhance the visual appeal and effectiveness of content, including the creation of PowerPoint presentations that effectively communicate key messages, calls to action, business performance, and enhanced understanding.
• Make recommendations on areas of opportunity to make department content and storytelling more effective. For example, by developing and maintaining a library of templates, graphics, and visual assets to be used in presentations and other content materials.
• Collaborate with various teams to assist in the development and execution of content strategies to support marketing campaigns, product launches, and other initiatives.
• Partner with Business Management Content Manager to ensure accuracy and relevance of content that aligns with LPL standards and the department content governance model.
• Edit and proofread content to ensure clarity, consistency, and adherence to brand guidelines.
• Ensure improved content experience for stakeholders by understanding their needs, building strong relationships across wealth management to showcase your skillset, gathering feedback, and addressing content-related concerns and requests.
  
  
  

Requirements:

• 2+ years of experience as a content creator, designer, writer, or similar role
• 2+ years storytelling, with the capability to simplify complex concepts and engage audiences across various levels of the organization.
• Familiarity with business and industry-related topics, with the ability to collaborate with experts to translate their knowledge into compelling stories
  
  
  

Core Competencies:

• Strong writing, editing, and proofreading skills, with the ability to adapt writing style to different audiences and platforms.
• Ability to collaborate effectively with cross-functional teams and key stakeholders to drive change and communication plans.
• Strong organizational, change management, and time management skills, with the ability to meet deadlines and manage multiple projects simultaneously.
• Experience in creating client-facing content, including promotional materials for conferences and events.
• Acute attention to detail and ability to ask good questions.
  
  
  

Preferences:

• Bachelor’s degree in Communications, Marketing, Design, Journalism, or a related field
• Strong portfolio highlighting storytelling and PowerPoint skills.
• Prior Financial Services experience and understanding of Wealth Management business.
• Knowledge of SEO principles and content optimization techniques is a plus.
• Experience with prompt writing (AI use cases, search queries, etc.)
  
  
  

Pay Range:

$74,680-$112,020/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.