Assistant Vice President - Portfolio Management and Tax Overlay
LPL Financial(21 days ago)
About this role
The Assistant Vice President, Portfolio Manager and Tax Overlay will lead development and scaling of LPL’s tax-optimized portfolio trading and direct-indexing capabilities within the Overlay Portfolio Management Group. The role focuses on translating tax-aware investment philosophies into practical, scalable solutions for complex Unified Managed Accounts and partnering across business units to deliver advisor-facing implementations. Success is measured by seamless tax overlay implementations, stakeholder alignment, and scalable process delivery.
Required Skills
- Tax Optimization
- Portfolio Trading
- Direct Indexing
- Overlay Strategies
- Multi-Factor Modeling
- Quadratic Optimization
- Risk Modeling
- Trading Automation
- Performance Monitoring
- Stakeholder Engagement
+4 more
Qualifications
- Bachelor’s Degree
- Series 7
- Series 66 or 63/65
- CFA
- MBA
About LPL Financial
lpl.comA leading wealth management firm for independent advisors across the U.S., LPL’s technology and resources can help you and your clients succeed. Learn more.
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