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Senior Analyst: Tax Overlay & Portfolio Optimization

LPL Financial

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 presenting transitions to Advisors. The role requires strong collaboration, sophisticated analytics, and the ability to drive complex programs in a fast-paced environment. #J-18808-Ljbffr LPL Financial

Vacancy posted more than 2 months ago

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