AVP, Tax Overlay & Portfolio Strategy
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Compliance, Portfolio & Asset Management, Risk Manager/Analyst
LPL Financial is seeking an Associate Vice President, Portfolio Manager and Tax Overlay to lead the evolution of tax-optimized trading and overlay strategies within the Overlay Portfolio Management Group. You will design scalable direct indexing capabilities and UMA overlays, partnering with cross‑functional teams to deliver advisor‑friendly solutions.
The ideal candidate combines investment-management leadership, tax-optimized philosophy, and hands-on experience with multi‑factor risk models
Join us at LPL Financial as our next AVP, Tax Overlay & Portfolio Strategy in Fort Mill, SC, United States.
Learn more about the AVP, Tax Overlay & Portfolio Strategy role in the description above.
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