Vice President, Advanced Tax Strategy & Innovation
LPL Financial
About this role
The Vice President, Advanced Tax Strategy and Innovation at LPL Financial leads the development and execution of platform strategies aimed at enhancing advisory services through tax management capabilities and investment products. This role requires deep expertise in tax-optimized investment philosophies and a strategic mindset to drive innovation and manage complex initiatives while effectively communicating with executive leadership.
Skills
Qualifications
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.
Recent company news
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About LPL Financial
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
Unlock Company Insights
View leadership team, funding history,
and employee contacts for LPL Financial.
Salary
$153k – $255k
per year
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