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Tax Overlay Portfolio Lead — Direct Indexing Innovator

Job in Austin, Travis County, Texas, 78716, USA
Listing for: LPL Financial
Full Time position
Listed on 2025-12-01
Job specializations:
  • Finance & Banking
Job Description & How to Apply Below
A financial services firm is seeking an Assistant Vice President – Tax Overlay to lead the evolution of trading and portfolio implementation in their Tax Overlay program. This role involves designing tax-optimized trading capabilities and requires a strong background in investment management and tax strategies. Ideal candidates will have extensive experience and exceptional analytical skills, alongside a commitment to innovation and stakeholder collaboration.

A competitive salary and benefits are offered, including 401K matching and health benefits.
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