AVP, Tax Overlay & Portfolio Management Leader
LPL Financial
LPL Financial is seeking an Assistant Vice President, Portfolio Manager and Tax Overlay to lead the evolution of trading and portfolio implementation within the Overlay Portfolio Management Group. You will design tax‑optimized direct indexing and UMA overlay frameworks and translate tax concepts into scalable, advisor‑friendly solutions. This role requires deep expertise in tax‑aware investment strategies, multi‑factor risk modeling, and hands‑on experience with platforms such as Axioma, #J-18808-Ljbffr LPL Financial
Vacancy posted 3 days ago
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