Senior Analyst: Tax Overlay & Portfolio Optimization
Listed on 2026-11-04
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Finance & Banking
Financial Analyst, Accounting & Finance, Financial Reporting, Financial Compliance
LPL Financial is seeking a Senior Analyst for the Overlay Portfolio Management Group to lead enterprise-wide Tax Overlay initiatives and coordinate across stakeholders. You will balance communication with tactical execution, delivering OPMG deliverables by deadlines and presenting transitions to Advisors.
The role requires strong collaboration, sophisticated analytics, and the ability to drive complex programs in a fast-paced environment.
We have an opening for a Senior Analyst:
Tax Overlay & Portfolio Optimization in Tempe, AZ, United States within Finance.
All applications are reviewed carefully by our team.
The position is based in Tempe, AZ, United States.
This opportunity is part of our work in Finance.
The advertised compensation is 96..
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
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