Associate Overlay Portfolio Manager — SMA & Tax Strategy
Edward Jones
Edward Jones in Tempe, AZ is seeking an Associate Overlay Portfolio Manager to help monitor SMA strategy implementation, analyze performance, and refine overlay processes. You will work with the overlay portfolio management team to optimize investments and risk management. This role involves collaboration with sub-advisor trading and portfolio management teams, supporting tax loss harvesting, equitization, and multi-year transitions, with standard U.S. market hours and occasional flexibility. #J-18808-Ljbffr Edward Jones
- ...partnership. Edward Jones associates are seen, heard,... ...rating. Team Overview Overlay Management serves advisors and... ...expertly addressing their tax, risk, and... ...the Associate Overlay Portfolio Manager will be to assist... ...Separately Managed Accounts (SMA) strategy implementation. This...TaxTemporary workWork at officeHome officeFlexible hours
$107k - $169k
...to join our team. What you'll do Manage and optimise the corporate real estate portfolio across North and South America,... ...execution of regional portfolio strategies in partnership with the Director... ...Collaborate with Finance, Legal, Tax, Insurance, Facilities, and external...TaxPermanent employmentLocal areaFlexible hours- LPL Financial is seeking an Assistant Vice President, Portfolio Manager and Tax Overlay to lead the evolution of trading and portfolio implementation... ...role requires deep expertise in tax‑aware investment strategies, multi‑factor risk modeling, and hands‑on experience with...Tax
$87k - $128k
...much more! About the Role We are hiring a Senior Associate to join the Retail Strategy & Operations team to own the backend data that fuels... ...translate merchant catalog feeds into DoorDash standards, and manage enrichment programs to hit coverage targets across...SuggestedHourly payFull timeWork at officeLocal areaRemote workFlexible hours- DoorDash is hiring a Senior Associate for the Retail Strategy & Operations team to own backend data powering Retail on the marketplace. You will become... ...systems as we grow. The role is hybrid, reports to the Manager on the Retail Strategy & Operations team, and emphasizes...Suggested
$96k - $159.96k
...goals. Job Overview As Senior Analyst of Overlay Portfolio Management Group, you will focus on the... ...delivery and implementation of the LPL Tax Overlay Program. You will manage several... ...Program. Contribute to developing business strategy that allows for transition of firms to...TaxWork from home- ...KPMG is currently seeking a Senior Associate to join our Business Tax Services practice. Responsibilities: Provide tax compliance and advisory services... ...helping to provide industry knowledge and experience Manage teams of tax professionals and assistants working on client...Tax
- Associate Software Engineer Wealth.com is the industry's leading estate... ...more than 1,000 wealth management firms to modernize the delivery... ...the most sophisticated estate strategies. The company has been widely... ...powering our estate planning, tax planning, and AI-driven products...TaxTemporary workWork at officeFlexible hoursShift work
$119.48k - $199.1k
...Lead the evolution of trading and portfolio implementation for LPL’s Tax Overlay program with a focus on designing... ...Assistant Vice President, Portfolio Manager and Tax Overlay, a key team leader... ...of overlay and direct indexing strategies. Design and Execution at Scale: Develop...TaxTemporary workWork from home- CLA (CliftonLarsonAllen) is seeking a Manager/Director - Accounting Methods to join the Federal Tax Strategies team in Tempe, AZ. The role focuses on tax strategies involving timing and character of income, expense, capitalization, and cost recovery, including Form 311...Tax
- 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...Tax
- CLA is seeking a Senior - Accounting Methods to join our Federal Tax Strategies team in Tempe, AZ. You will consult on accounting methods changes, perform calculations, research tax issues, and collaborate across the firm on client projects. The ideal candidate holds a...Tax
$81.61k - $138.61k
About Northern Trust As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern... ...quarterly NAVs and financials, annual draft financials and annual tax and audit support. Technical expert without management...TaxWork experience placementH1bWork at officeWork from homeWorldwideFlexible hours$70k - $80k
...Apply Here Osaic Careers Wealth Management Opportunity in Financial Services CW Advisors Associate Financial Advisor Location(s):... ...Wealth Managers by supporting tax planning, cash flow management,... ...advisors with research on planning strategies, investment opportunities, and...TaxFull timeFor contractorsWork at office- ...Jones Registered Branch Associate This job posting is... ..., and time management Key responsibilities... ...accounts Research portfolio performance, cost/fees... ...evaluate and execute branch strategies Continually develop... ...retirement plan, and tax-advantaged accounts: health...TaxFull timeTemporary workWork at officeFlexible hours
- ...ADP is hiring a Digital Sales Associate. Are you ready for your next best job where you can control... ...comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in...TaxMonday to Friday
$1,000 per month
...great performance. Primary Function The Portfolio Manager is responsible for client relationship... .... This includes servicing oversite, strategy implementation, facilitation of... ...Client P&Ls. Negotiate Fee schedules and associated contractual requirements. Assist the...Work experience placement- ...in the following areas:Manage litigation pending in... ...Develop and implement strategy around and manage complex... ...and processes.Engage associates and leaders throughout... ...a broad litigation portfolio.Experience managing portfolios... ...retirement plan, and tax-advantaged accounts:...TaxTemporary workWork at officeFlexible hours
- ...offices, we offer comprehensive wealth management and trust services to more than 11,000 clients... ...in all 50 states. Role Overview: An Associate Advisor Supports advisor(s) in serving... ...securities, or other property. Conducts tax planning to estimate tax withholding settings...TaxWork at office
- ...About The Role The Portfolio Management team plays a core role in our proprietary pricing engine. The team is responsible for executing on and collaborating in the development of our resale strategy across a multi-billion dollar portfolio to support achieving our financial...Work at office
- Viasat is seeking a Senior Real Estate professional to manage and optimise its portfolio across North and South America, delivering transactions from strategy through execution. You will develop robust financial analyses, monitor lease events, and partner with cross-functional...
- ...innovative solutions. The Role The Client Relationship Manager serves as the primary relationship manager for a portfolio of servicing clients and strategic partners... ...of operational improvements, servicing strategies, and process efficiencies that enhance client experience...Live inCurrently hiringWork at officeRemote workWork from homeFlexible hours
$69k - $127.8k
...life. Our Purpose informs our strategy, drives our ambition, and... ...credit solutions in an assigned portfolio of clients. Makes credit decisions... ...by making recommendations to manager. Supports portfolio... ...job, Credit Qualifications and associated credit knowledge and skills according...Contract workPart timeWork experience placementWork at officeLocal area$77.33k - $157.67k
...a dynamic team at one of the worlds top tax firms. Enjoy a collaborative, future-forward... ...firm.KPMG is currently seeking a Senior Associate, Property Tax to join our State and... ...and return preparation using Property Tax Management Services (PTMS)Review assessment notices...TaxWork experience placementLocal area- Newrez in Tempe, AZ is seeking a Portfolio Manager to lead client relationships, oversee servicing, and drive profitability for a portfolio of third-party mortgage clients. You will implement strategy, coordinate transactions, and ensure smooth operations. The role demands...
- CliftonLarsonAllen (CLA) in Tempe, AZ, is seeking a Tax Director or Manager to join our Tax practice. You will consult with clients on business processes such as succession and tax planning, lead tax engagements, and develop team members to build inspired careers. You will...Tax
- Paychex is seeking a Payroll Tax Supervisor in Tempe, AZ to lead PEO Tax Specialists and ensure accurate quarter-end and year-end payroll tax handling for clients. You will guide staff, supervise tax return filings, and resolve client tax concerns withPartner teams. A leadership...Tax
$33.45 - $40.47 per hour
...dedicated year-round Business Tax Experts in one of our... ...relationship and delivering both tax strategy and tax preparation services.... ...to grow your customer portfolio. Exceptional customer service... ...environment independently while managing multiple priorities. Proficient...TaxFull timeLocal area- Director, Custodian Operations and Strategy Encino Building #2, 5707... ...Kestra Financial is a wealth management platform dedicated to... ...clearing operations, wealth portfolio management platforms, CRM integrations... ...(e.g., ADV, SEC/FINRA), tax‑aware strategies (versus purchase...Tax
$70k - $75k
Roman Health Pharmacy LLC in Chandler, Arizona is looking for a Payroll Tax Manager to develop and implement the organization's tax strategy. This role involves managing all aspects of tax reporting, including overseeing the submission of relevant documents and ensuring...Tax
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