Senior Analyst, Tax Overlay & Portfolio Strategy
Listed on 2026-10-06
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Finance & Banking
Financial Analyst, Financial Reporting
LPL Financial in Fort Mill, SC seeks a Senior Analyst to lead the Tax Overlay Program within the Overlay Portfolio Management Group. You will manage multiple initiatives, coordinate with internal and external stakeholders, and balance communication with tactical execution.
The role emphasizes delivering on deadlines, training advisors, and testing process improvements across trading and portfolio management, while ensuring alignment with business objectives.
We are seeking a motivated Senior Analyst, Tax Overlay & Portfolio Strategy to join LPL Financial in Fort Mill, SC, United States.
The Senior Analyst, Tax Overlay & Portfolio Strategy role at LPL Financial is now open for applications in Fort Mill, SC, United States.
Join us at LPL Financial as our next Senior Analyst, Tax Overlay & Portfolio Strategy in Fort Mill, SC, United States.
We are currently recruiting a Senior Analyst, Tax Overlay & Portfolio Strategy for our team in Fort Mill, SC, United States.
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