SVP, Overlay Trading

LPL Financial(25 days ago)

Fort Mill, SC, Charlotte, NCOnsiteFull TimeExecutive$202,704 - $337,840Wealth Management

About this role

The Senior Vice President of Overlay Trading at LPL Financial is an executive leader responsible for the delivery of scalable trading and operational solutions for centrally managed advisory programs (UMA, SMA, and MF/ETF wrap). The role supports a large team and multi-hundred-billion assets under management and works with product, technology, and third-party vendors to advance platform capabilities. It sits within the Advisory Programs team in the Wealth Management organization.

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Required Skills

Trading
Tax Management
Alternative Investments
Vendor Management
Change Management
Stakeholder Management
Talent Development
Operational Efficiency
Metrics
Client Engagement

Qualifications

Bachelor's Degree
CFA
MBA
Series 7
Series 65/66
Series 24

About LPL Financial

lpl.com

A 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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