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Marketing Consultant Responsibilities and Duties

Support with marketing in global business group for liquid alternatives.

Perform with portfolio managers plus product structuring teams to prepare marketing presentations.

Ensure to handle ad hoc queries from current and prospective investors.

Perform on proposals requests and facilitate to develop product information databases.

Participate in product development, consultant relations, industry research and evaluation, product reporting as well as client service.

Consult on marketing campaigns and assist marketing collateral development inclusive of seminars, collateral, mailers, newsletters, brochures and varied core and promotional security.

Utilize internet-based marketing solutions of LPL Financial’s along with online support tools to present detailed sales plus marketing toolkits.

Assist ongoing marketing relations with current advisors.

Perform with transitioning advisors to setup and deliver apt level of marketing service and support.

Perform with corporate marketing and regional team to develop and execute innovative marketing plus communications programs.

Perform as internal source for advertising or marketing communication along with brand management strategy and processes.

Manage projects assisting different process improvement initiatives and agency management.

Prepare training curriculum plus best practices suggestions to implement by marketing as well as distribution team.

Perform as region’s company advisors with respect to marketing.

Supervise program output inclusive of sales kit preparation, audio visual materials, display arrangement, collateral/field support material and so on.


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