Vice President of Overlay Portfolio Trading
LPL Financial(19 days ago)
About this role
The Vice President of Overlay Trading at LPL Financial oversees a team of traders supporting a vast array of advisory portfolios, ensuring scalable and efficient trading solutions. The role involves strategic leadership, collaboration with internal and external partners, and driving operational excellence in a fast-paced environment.
Required Skills
- Trading Platforms
- Investment Advisory
- Asset Management
- Regulations Compliance
- Team Leadership
- Operational Improvement
- Client Service
- Workflow Management
- Platform Development
- Financial Markets
Qualifications
- Bachelor’s Degree
- Series 7, 65/66 licenses
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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