AVP, Alternative Investments
LPL Financial(27 days ago)
About this role
The Assistant Vice President (AVP), Alternative Investments at LPL Financial supports the growth and operational excellence of the firm's alternative investment operations. The role focuses on enhancing product offerings and platform capabilities across private equity, hedge funds, real estate, and private credit while ensuring a seamless experience for advisors and clients.
Required Skills
- Product Knowledge
- Operations
- Process Improvement
- Training Delivery
- Vendor Management
- Compliance
- Data Analysis
- Project Management
- Communication
- Advisor Support
Qualifications
- Bachelor's Degree
- FINRA Series 99
- FINRA Series 7
- FINRA Series 24
- FINRA Series 27
- CFA
- CAIA
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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