AVP, Overlay Portfolio Management: Strategy & Execution
Listed on 2026-10-13
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Finance & Banking
Portfolio & Asset Management
LPL Financial is seeking an Assistant Vice President for Overlay Portfolio Management Group in Charlotte, NC. You will lead multiple enterprise-wide initiatives and deliver Centrally Managed Platform enhancements on time, coordinating with internal and external stakeholders while balancing communication with tactical execution.
Requirements include a Bachelor’s degree, Series 7/65/66, and deep knowledge of investment management operations, trading, and portfolio accounting.
This posting is for the AVP, Overlay Portfolio Management:
Strategy & Execution role at LPL Financial, based in Charlotte, NC, United States.
We are seeking a motivated AVP, Overlay Portfolio Management:
Strategy & Execution to join LPL Financial in Charlotte, NC, United States.
Consider building your career as a AVP, Overlay Portfolio Management:
Strategy & Execution at LPL Financial.
The AVP, Overlay Portfolio Management:
Strategy & Execution position in the Finance, Management & Operations field is open for applications.
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