Senior Overlay Analyst & Platform Trading Lead
LPL Financial
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 across streams in a fast-paced Wealth Management environment. You will bring 5+ years in financial services and 3+ years in Fixed Income Overlay trading, plus Series 7/65 licenses, with strong Excel and VB skills, and a #J-18808-Ljbffr LPL Financial
- 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...PlatformSenior
$96k - $159.96k
Job Overview: The Senior Overlay Analyst is a critical member of the Overlay Portfolio... ...for the day-to-day management and trading of LPL's centrally managed platforms. The Senior Overlay Analyst... ...Responsibilities: Acts as a team lead, providing coaching, mentorship,...PlatformSeniorWork 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
- 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 strategies...Platform
$31.25 - $52.04 per hour
...your success while helping clients pursue 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 accounts are managed in-line with the...PlatformWork from home$132.23k - $176.31k
...Black Lotus Labs has an opening for a Senior Lead Security Engineer that will leverage Lumen... ...with our computing cluster and analytic platforms, presents exciting opportunities to integrate... ...repeatable workflows that combine analyst expertise, automation, and AI-assisted capabilities...PlatformSeniorFull timeTemporary workWork experience placementWork at officeRemote work- ...growing IT consulting firm in Fort Mill is seeking a QlikView BI Analyst to develop business analytics solutions and work with data... ...proficiency in QlikView and Qlik Sense. Responsibilities include leading project teams, developing visual insights, and enhancing business...SeniorContract work
$70.01k - $116.69k
...with LPL Financial. Job Overview: As a Senior Analyst within the Wealth Management Insights &... ...evaluate new opportunities and initiatives. Lead the creation of monthly business... ...independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage,...PlatformSeniorWork from home$80.75k - $134.52k
...shape your success while helping clients pursue their financial goals.Job Overview:The Senior Insurance Product Analyst plays a critical role in optimizing the firm’s insurance platform by driving data-driven insights, enhancing partner performance, and improving...PlatformSeniorFull timeWork from home$78.38k - $130.63k
...with LPL Financial. Job Overview: The Senior Analyst, Investment Product Management plays a critical... ...and strategic needs of our investment platform. This position is responsible for... ...of the SMA mailbox. Project Leadership- Lead and drive key initiatives and projects from...PlatformSeniorWork from home- ...Senior Vice President, Associate General Counsel, Broker-Dealer Regulatory Compliance... ...the company's broker-dealer and advisory platforms. This role involves advising on a wide range... ...for this position include leading a team of experienced attorneys, managing...PlatformSenior
$80.75k - $134.52k
...for designing, implementing, and optimizing WalkMe solutions that enhance user engagement and adoption of LPL Financial proprietary platforms. This role partners closely with product, design, service, and business stakeholders to develop digital adoption solutions that...PlatformSeniorFull timeWork from home- A national automotive retailer seeks a Commercial Parts Pro in Fort Mill, SC, to drive profitable growth through customer retention and relationship management. The ideal candidate has strong automotive knowledge, sales abilities, and 3+ years of experience. Position involves...Senior
- 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
- ...products and service for our customers, we lead the steel industry in environmental... ...too. Basic Job Functions: The Senior Business Analyst is the functional owner of NTS's... ...Dynamics 365 (D365) and supporting Power Platform solutions, including NTS's planning Power...PlatformSeniorFull time
- ...fulfillment, and storage solutions through a nationally integrated platform. This is a senior carrier sourcing role focused on sourcing, vetting, and... ...one Representative today, with expectations to build and lead a growing team as the business scales. #J-18808-Ljbffr...PlatformSenior
- 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...Platform
$130k - $135k
...global technology solutions provider leading the AI and Digital Revolution. WWT combines... ...) is expanding, and we’re seeking a Senior SOC Analyst to support a weekend schedule (... ...across InfoSec teams, enhancing monitoring platforms, tuning controls, and conducting...PlatformSeniorFull timeRemote workShift workWeekend work$105.79k - $141.05k
...Lotus Labs has an opening for a Lead Information Security Engineer... ...network visibility, analytic platforms, and approved AI-enabled tools... ...Work with cyber operators and senior researchers, when requested, to... ...workflows that combine analyst expertise, automation, and AI-...PlatformFull timeTemporary workWork experience placementRemote workWork from home$61.9k - $103.1k
...for retirement and wealth advisors. The Senior Retirement Analyst is a key contributor within the... ...critical part in executing strategy, platform oversight, and ongoing enhancements that... ...client success Jointly participate and lead in project & task assignments with other...PlatformSeniorWork experience placementWork from home$106.09k - $176.75k
...goals. Job Overview The Manager of Overlay Trading is a key leader within the Overlay... ...LPL's centrally managed advisory platforms. This includes oversight of... ...Portfolios (ETF Wrap). The role helps lead a team of 14 professional analysts and traders supporting more than $...Platform$68 - $73 per hour
...Solutions is immediately hiring for a Senior Power BI & GCP Data Analytics Consultant... ...ingestion pipelines within Google Cloud Platform (GCP). Develop ETL/ELT processes to integrate... ...the US – Ranked #3 by Staffing Industry Analysts (SIA, 2024) One of the Largest...PlatformSeniorHourly payFull timeContract workTemporary workWork experience placementImmediate startWorldwideFlexible hours- ...business information systems.Experience in leading small project teams and streams.... ...Leverages enterprise standard tools and platforms to visualize analytics insights, typically... ....Develops reports and presentations for senior management, as needed.Evaluates new visualization...PlatformWork experience placement
$80k - $95k
...Description Job Description: Title: Senior Account Manager - Commercial Lines Hybrid Preferred: 1-2 days in Columbia,... ...Maintenance: Maintain agency management systems and carrier/vendor platforms, ensuring data accuracy and completeness. ~ Activity...PlatformSeniorFor contractorsRemote work$80.75k - $134.52k
...Sr. Analyst, Annuity & Insurance Growth - Advisor Engagement Build a career that matches all your initiative with an impressive dose... ...practices. Working closely with cross-functional partners and senior team members, the Sr. Analyst helps translate product features...SeniorWork from home$159.75k - $225.5k
...products and capture moments that reflect who they uniquely are.We are seeking a Senior Principal Software Engineer to lead the design and development of next-generation Agentic AI platforms and applications that power personalization, lifecycle engagement, and customer...PlatformSeniorRemote work$87.76k - $146.26k
...seeking a curious and analytically rigorous Senior Analyst, Data Science to design and build models... ...metrics and clearly communicate trade-offs, assumptions, and limitations to both... ...it will find themselves working at the leading edge of the team's portfolio almost immediately...SeniorFull timeImmediate startWork from homeHome office- ...WILL BE JOINING:A fast-growing, data-driven consumer services platform. One of the largest digital health platforms in the U.S.A collaborative... ...clear, data-driven financial reports and presentations to senior leadership and cross-functional partners. Develop, maintain,...PlatformSenior
- LPL Financial in the United States is seeking a Senior Analyst for the Wealth Management Insights & Analytics team. You will collaborate with... ...business and develop strategic initiatives. You will lead monthly business performance readouts, translate complex data...Senior
- A leading IT consulting firm in the United States is seeking an experienced professional to develop business analytics solutions and leverage data visualization tools. Candidates should have 5-10 years of experience in business analytics, including proficiency with tools...Senior
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