VP, Advisory Platforms & Tax Overlay
LPL Financial
LPL Financial is seeking a Vice President, Product Management for Advisory Platforms within its Wealth Management Products organization. You will drive strategy, lead cross-functional teams, and translate roadmap into measurable deliverables for tax overlay capabilities and advisor workflows. You will partner with senior leaders to define roadmaps, manage vendor relationships, and ensure execution of strategic initiatives that enhance the advisor experience across managed accounts and UMA/SMA #J-18808-Ljbffr LPL Financial
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the VP, Advisory Platforms & Tax Overlay in Austin, TX vacancy
- ...Planning Partner with attorneys and tax advisors to design integrated estate and... .../UHNW wealth management, family office advisory, and/or institutional investment roles.... ...family enterprises. Room to Run – Our platform is designed for entrepreneurial advisors...PlatformTaxWork at office
Casoro Group LLC
Austin, TX5 days ago - ...Vice President, M&A Tax Advisory About the Company Top-ranked mergers and acquisitions advisory firm focused on complex transactions. Industry Management Consulting Type Privately Held About the Role The Company is seeking a Vice President for...Tax
- ...Investment Banking Vice President, ESOP Advisory About the Company Leading ESOP-focused investment bank advising founder-led and... ...experience at a middle-market investment bank, boutique advisory platform, or corporate finance advisory firm, and must hold or be able...PlatformRemote work
$110.7k - $226.13k
Position Summary Join Deloitte Tax LLP’s Global Employer Services practice as a... ...events.Advising on equity administration platforms, vendor strategy, integrations, data flows... ...operations, or stock administration advisory servicesExperience in a corporate stock administration...PlatformTaxLocal areaVisa sponsorshipDeloitte
Austin, TX1 day ago- ...Manager for a well-established Austin-based advisory practice, you're the connective tissue... ...practice spans clients across asset allocation, tax strategy, retirement planning, equity... ...Familiarity with modern wealth tech platforms Why Join Us Competitive comp package that...PlatformTax
$137.5k - $195k
...- Income & Yield Forecasting(VP, Alts AM) to join PIMCO's Accounting... ...income and yield forecasting platform (PAY), which provides forward-... ..., yield analysis, accounting advisory, or other analytical functions... ...how economic, accounting, tax, and cash flow characteristics...PlatformTaxFull timeWork at officeFlexible hoursPimco
Austin, TX1 day ago$80k - $130k
NetSuite ERP Advisory - Senior Associate Opportunity ID 9999 Department Advisory Location... ...careers in advisory, assurance, and tax with team members who value innovation and... ...to best-in-class learning and development platforms, to name a few. To learn more about life...PlatformTaxWork at officeLocal areaRemote workFlexible hours- ...strategic leadership and governance for its retail lease administration platform. The successful candidate will be responsible for the continuous... ...in retail lease structures, CAM, insurance, real estate tax recoveries, and tenant billings. Advanced proficiency in Yardi and...PlatformTax
- ...transform them with Genesis, our operating platform combining a Data Fabric, Automation... ...external diligence teams (legal, accounting, tax, IT, operations) and hold them accountable... ...in investment banking, restructuring advisory, or top-tier strategy consulting. ~ Proven...PlatformTaxWork at office
$222.5k - $360k
...across all regions. Partner closely with Legal, Compliance, Risk, Tax, Payroll, Finance, Sourcing, Global People Solutions, and... ..., regulatory, workforce, or financial expertise. Executive Advisory and Cross-Functional Leadership Act as a trusted advisor to senior...TaxContract workWork experience placementWork at officeLocal areaVISA
Austin, TXa month ago$175.3k - $322.9k
The Clients and Markets Acceleration Team's (CMAT) Growth Platforms Team is seeking a Specialized Sales Executive at the Senior Manager level... ...? If so, you may be a great fit for our Sales Executive Tax & Audit Cluster Senior Manager role. You will drive disciplined...PlatformTax- ...Global Benefits, Global Incentive Compensation, Finance, Legal, Tax, Payroll, Stock Administration, People Analytics, Talent, Employee... ..., scenario modeling, cycle operations, anomaly detection, and advisory support. Validate data and model quality, document material assumptions...TaxLocal areaWorldwide
- ...Managing Director, M&A Advisory About the Company A full-service financial advisory platform serving middle-market companies across industries nationwide. Industry Financial Services Type Privately Held About the Role The Company is in search of...PlatformRemote work
- ...Managing Director, Tax Investor Coverage About the Company Innovative capital markets... ...million Specialties investments advisory tax equity transferable tax credits... ...benefit from the company's technology platform. A strong background in tax, accounting,...PlatformTaxRemote work
$120k - $202.5k
...C) business delivers institutional grade custody, clearing, and platform services to wealth managers, broker dealers, and financial institutions... ...Market data ingestion and processing Account structures, tax optimization, or retirement products Experience building systems...PlatformTaxFull timeTemporary workFlexible hoursState Street Bank
Austin, TX20 hours ago$36 - $49 per hour
...Job Description OverviewCome join Payroll Tax Operations (PTO) as a payroll tax professional responsible for the accurate and timely... ...jurisdictions. \n ~ Proficiency with at least one payroll platform and comfort navigating case management systems such as Salesforce...PlatformTaxHourly payWork at officeLocal areaFlexible hoursIntuit
Austin, TX5 days ago- ...risk mitigation, and acting as Portfolio Advisory Services’ voice to the customer. With your... ...understanding of asset allocation, tax planning, and estate planning to service... ...sophisticated technology, and an elite investment platform. Parlay your managed money expertise into...PlatformTaxFull time
Fidelity Investments
Austin, TX20 hours ago - Pathstone, based in Austin, TX, seeks a Vice President, Client Advisory to cultivate the next generation of business development and advisory leaders. You will originate new client relationships, grow an advisory practice, and become a trusted advisor to ultra-high-net...
- ...company culture and awards Click Here.We invite you to join our team! Learn more at careers.alight.com. The Vice President, Corporate Tax is responsible for leading Alight's global tax function, including tax accounting, income tax compliance, transfer pricing, tax risk...TaxWork at officeLocal areaRemote workWork from homeWorldwideFlexible hours
Alight Solutions
Austin, TX20 hours ago - ...reputable urologists and general practitioners to join our Medical Advisory Board (MAB). As an MAB member, you will serve as a critical... ...content for Rugiet's social media channels and marketing platforms to educate patients and build brand trust. Act as a medical...Platform
Rugiet Health
Austin, TX5 days ago - ...Ownwell:Ownwell is building the future of property tax. We combine proprietary technology, licensed... ...rental landlords to institutional REITs, our platform provides assessment monitoring, property tax appeals, and strategic advisory services.Our CulturePeople are our superpower...PlatformTaxWork at officeFlexible hours
Ownwell
Austin, TX3 days ago - ...Head Of Product Autonomize AI is the healthcare industry's purpose-built AI platform for automating the complex administrative processes that consume clinicians, payers, and care teams — prior authorization, utilization management, care management, and claims processing...Platform
Autonomize AI
Austin, TX2 days ago - ...of Product to scale the next generation of Agentic Healthcare AI. This leader will own the strategy and roadmap for the Autonomize platform and AI workflows, ensuring we become the #1 enterprise AI partner for health plans, providers, and life sciences organizations....Platform
Capital Factory
Austin, TX2 days ago - ...Autonomize AI is the healthcare industry's purpose-built AI platform for automating the complex administrative processes that consume... ...is a decisive moment for the company and the industry. We need a VP of Product who has been here before and can lead us through it....PlatformRemote workRelocation
Autonomize Inc
Austin, TX5 days ago - ...comprised of leading real estate investment and advisory firms with a mission to transform the way... ...investment, development, and operating platform, offering solutions across the U.S. real... ...NOI and portfolio returns. The VP will sit at the intersection of Data Science...PlatformFull timeFlexible hours
Amherst
Austin, TX4 days ago - ...VP, Commercial Partnerships Company: MMIT Location: Remote, United States Date Posted: Sep 23, 2026 Employment Type: Full... ...MMIT's data and capabilities become embedded in a third party's platform, solution, or sales motion. Whether that means a distribution...PlatformFull timeTemporary workLocal areaRemote workFlexible hours
Norstella
Austin, TX2 days ago - ...transactional activity across Fidelity Charitable’s platform, including grants, contributions, complex... ...across Fidelity as well as with external Advisory Firms to support our Donors requests,... ...Management, Service Delivery, Marketing, Tax preparation, Technology, Compliance and...PlatformTaxFull timeWork at office
Fidelity Investments
Austin, TX1 day ago - ...financial home manager, using AI to save homeowners on property taxes, insurance, mortgage and more. Homeowners spend $2T+ per year... ...runs it. Why This Role A founding seat atop the AI-native platform for a hidden part of the economy. Property tax touches every one...PlatformTaxPermanent employmentFor contractorsRelocation
Drive Capital
Austin, TX1 day ago - ...financial planning, investment management, tax strategy, and multi-family office... ...We are an elite, high-growth fiduciary advisory firm serving entrepreneurs, business owners... ...and RIA operations . ~ Familiarity with platforms such as Schwab Advisor Center, Orion, Redtail...PlatformTaxFull timeWork at officeRemote work
Socha Capital
Austin, TX4 days ago - ...expanding its focus into novel therapeutic platforms for human medicine. This is a unique... ...heard, and your impact will be direct. As VP of Business Development, you’ll have the... ...TX $90,188.00-$150,313.00 5 days ago VP, Overlay Digital Sales - AWS (Remote) Director of...PlatformFull timeRemote work
Apsida Life Science
Austin, TX1 day ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP, Advisory Platforms & Tax Overlay. Be the first to apply!
Related searches
- vice president data science Austin, TX
- vice president global procurement Austin, TX
- vice president research and development Austin, TX
- vp lending Austin, TX
- vp infrastructure Austin, TX
- vice president global communications Austin, TX
- vice president public policy Austin, TX
- vice president corporate communications Austin, TX
- vice president shared services Austin, TX
- vice president of operations Austin, TX