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Portfolio Manager Wealth Management

Senior Portfolio Manager: Tax Overlay & Direct Indexing

Job in Erie, Erie County, Pennsylvania, 16501, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-02-12
Job specializations:
  • Finance & Banking
    Portfolio Manager, Wealth Management
  • Management
    Portfolio Manager, Wealth Management
Salary/Wage Range or Industry Benchmark: 119467 - 199112 USD Yearly USD 119467.00 199112.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in Pennsylvania is seeking an Assistant Vice President, Portfolio Manager to lead and innovate in trading and portfolio implementation for their Tax Overlay program. The role requires expertise in tax-optimized investment strategies and managing complex portfolios. Candidates should have a Bachelor's degree and at least 5 years of related experience. The position offers a salary range of $119,467 to $199,112 per year, along with competitive benefits and a collaborative work environment.
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Position Requirements
10+ Years work experience
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