Head of Overlay Trading & Portfolio Platforms
LPL Financial
LPL Financial seeks a Manager of Overlay Trading to lead the Overlay Portfolio Management Group, overseeing trading for UMA, SMA, and ETF Wrap platforms with a team of 14. You will drive improvements, coordinate with product and tech teams, and ensure compliant, efficient operations impacting over $250B in assets. Ideal candidates bring a Bachelor’s degree, Series 7/65/66, 8+ years in financial services, and 3+ years in leadership. #J-18808-Ljbffr LPL Financial
- LPL Financial Holdings Inc. is seeking an Overlay Analyst to manage day-to-day trading of centrally managed platforms and develop reports for leadership to monitor performance... .... This role focuses on executing model portfolios, ensuring compliance with investment...Platform
$31.25 - $52.04 per hour
...their financial goals. Job Overview The Overlay Analyst is responsible for the day-to-day management and trading of LPL's centrally-managed platforms. The Overlay Analyst ensures that all... ...approves, and uploads model security portfolios submitted by investment managers and...PlatformWork from home- LPL Financial is seeking an Overlay Analyst to manage day-to-day trading and oversee centrally managed platforms. You will develop and maintain reports to help leadership understand platform drivers and performance. Ideal candidates have Series 7 and 65 (or 66), 3+ years...Platform
$106.09k - $176.75k
...their financial goals. Job Overview The Manager of Overlay Trading is a key leader within the Overlay Portfolio Management Group (OPMG) and is responsible for... ...improvement of LPL's centrally managed advisory platforms. This includes oversight of trading for LPL’s Model...Platform$96k - $159.96k
Job Overview: The Senior Overlay Analyst is a critical member of the Overlay Portfolio Management Group (OPMG) and is responsible for the day-to-day management and trading of LPL's centrally managed platforms. The Senior Overlay Analyst ensures that all accounts are managed...PlatformWork from home- LPL Financial is recruiting a Senior Overlay Analyst to lead day-to-day management and trading on the Centrally Managed Platforms, ensuring alignment with investment strategies and risk controls. You will coach analysts, design trading workflows, and drive improvements...Platform
- LPL Financial is seeking a Senior Overlay Analyst to lead day-to-day management and trading of centrally managed platforms, while developing reports for leadership on drivers of performance. The role includes coaching and guiding analysts and collaborating on cross-functional...Platform
$127.51k - $212.49k
...relationship lead and contract strategist for a portfolio of high-impact technology vendors. This... ...across enterprise systems, digital platforms, and infrastructure. The role partners... ...Experience managing vendors supporting regulated trading environmentsExperience across cloud,...PlatformFull timeContract workWork from homeShift work- ...consumers’ lives, evolving from a photo products company into the platform that powers the full memory ecosystem: from capture and... ...originate and close high-impact deals, and manage and grow a portfolio of existing partnerships — all while building and developing a...Platform
$103.93k - $173.25k
...relationship lead and governance partner for an assigned portfolio of technology vendors supporting enterprise platforms in a highly regulated financial services... ...Experience managing vendors that support regulated trading, advisory, broker-dealer, or wealth management...PlatformFull timeContract workWork from home- Role Overview Mission: The mission of the Head of Culture is to protect, scale, and operationalize the soul of Riverstone Logistics... ...Storytelling Champion consistent, purpose-driven messaging across platforms (e.g., Workvivo, leadership communications, events). Capture...PlatformContract workLocal area
- MACHINE LEARNING TECHNOLOGIES LLC in Fort Mill, SC, is seeking a Technical Lead (AWS & .NET) to drive the evolution of trading platforms. The ideal candidate will bridge business requirements and technical execution while leading a high-performing engineering team. Responsibilities...Platform
- Cloud Hybrid Technologies LLC is seeking a highly skilled Technical Lead to drive evolution of trading platforms. You will bridge business requirements and scalable technical execution, leading a high-performing engineering team on AWS cloud-native solutions. You will architect...Platform
- A technology solutions provider in Fort Mill, SC, is seeking a highly skilled Technical Lead to drive the evolution of trading platforms. This role requires leading a high-performing engineering team, architecting cloud-native solutions on AWS, and ensuring the performance...Platform
- A technology solutions provider is searching for a highly skilled Technical Lead to manage their trading platform evolution. This role involves leading an engineering team, architecting cloud-native solutions on AWS, and ensuring system performance and stability. The ideal...Platform
- ...and deliver product improvements that increase contract value, growth with partners, retention, and smoother integration into our platform. You will partner with leadership, account management, operations, and partner teams to translate needs into roadmaps and measurable...PlatformContract work
- ...financial services firm located in Fort Mill, South Carolina, is seeking a highly skilled Technical Lead to drive the evolution of trading platforms. The successful candidate will lead a high-performing engineering team, architect cloud-native solutions on AWS, and maintain...Platform
$72.28k - $108.16k
...profitability of our Consumer Business through the management of a Store portfolio including deposits, loans, fees and expenses. Leads, coaches... ...with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future...PlatformFull timeWork at officeLocal areaWork from homeFlexible hours- A technology solutions provider is seeking a Technical Lead to drive the evolution of trading platforms. The role involves leading a high-performing engineering team, architecting cloud-native solutions on AWS, and optimizing database performance for real-time trading data...Platform
- ...in the corporate legal advice team, providing strategic legal and regulatory guidance for the company's broker-dealer and advisory platforms. This role involves advising on a wide range of legal and compliance matters, including but not limited to, federal, state, and...Platform
$12 per hour
...driving positive results for the company. Responsibilities: Receive freight and convey shipments from the shipping/receiving platform to backroom Process, ticket, store, move, and display merchandise Stock, organize and present new merchandise on the sales...PlatformHourly payPart timeFlexible hoursNight shift- LPL Financial seeks a Senior Vice President of Centrally Managed Advisory Programs to lead UMA, SMA and MF/ETF wrap initiatives, shaping health, strategy and evolution of the business line across the firm. This role collaborates with product, technology, operations and ...
- ...with matching contributions Employee Stock Purchase Program Educational Assistance Access to PerkSpot, an employee discount platform for goods and services And much more! Who We Are: At Dollar Tree, we make a difference in the lives of our customers...PlatformFull timeContract work
- Join to apply for the Head JV Softball Coach role at Fort Mill School District Job Summary: Supplemental Coaching Position. Compensated According To the FMSD High School Athletic Supplemental Salary Schedule. Qualifications: Experience Preferred. High School Diploma...Part time
- Boys Track Head Coach - Middle School (2027) at Fort Mill School District Job Summary: Supplemental Coaching Position. Compensated according to the FMSD Middle School Athletic Supplemental Salary Schedule. Qualifications Experience Preferred. High School Diploma or...Full time
- Fort Mill School District is seeking an enthusiastic 8th Grade Volleyball Head Coach for a Middle School to lead and develop student athletes. This is a supplemental, part-time role with duties focused on practices, game day leadership, and positive mentorship within the...Part time
- 8th Grade Volleyball Head Coach - Middle School Join to apply for the 8th Grade Volleyball Head Coach - Middle School role at Fort Mill School District 2 days ago Be among the first 25 applicants Job Summary: Supplemental Coaching Position. Compensated According to the...Part time
$213.31k - $355.45k
...advice to LPL’s broker-dealer, custodial, and investment advisory platform businesses. The role partners with senior leadership to shape... ...funds, venture capital funds, private equity funds, public non‑traded products, business development companies, and private...Platform- ...Utilize Outlook, Call Proof, or other company designated CRM platforms for planning, scheduling, and professional time management of... ...supply agreements, and developing a sales territory customer portfolio with long term targeted customers Actively review and manage existing...PlatformTemporary workLocal areaNight shift
- ...W3Global was established in 2006 in Fremont, CA with a vision: simplify the recruiting process and develop an industry-disrupting platform to connect candidates with clients. Our cutting-edge Applicant Tracking System enables us to find the right person for the right job...PlatformPermanent employmentContract workTemporary workWork at office
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