AVP, Tax Overlay & Direct-Index Portfolio Strategy
Listed on 2026-10-07
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Finance & Banking
Portfolio & Asset Management, Financial Compliance, Wealth Management, Risk Manager/Analyst
LPL Financial LLC is seeking an Assistant Vice President, Portfolio Manager and Tax Overlay to lead the evolution of tax-optimized trading and direct indexing within the Overlay Portfolio Management Group. The role requires translating tax strategies into scalable workflows across centralized advisory programs and UMA portfolios.
The ideal candidate will drive enterprise-scale implementations, engage stakeholders, and oversee complex trading workflows with a focus on after-tax outcomes for
Consider building your career as a AVP, Tax Overlay & Direct-Index Portfolio Strategy at LPL Financial LLC.
We are currently recruiting a AVP, Tax Overlay & Direct-Index Portfolio Strategy for our team in Fort Mill, SC, United States.
This is a great role to take on the AVP, Tax Overlay & Direct-Index Portfolio Strategy role at LPL Financial LLC.
As a AVP, Tax Overlay & Direct-Index Portfolio Strategy, you will play an important part at LPL Financial LLC in Fort Mill, SC, United States.
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