Senior Analyst, Tax Overlay & Portfolio Strategy
LPL Financial
LPL Financial in Fort Mill, SC seeks a Senior Analyst to lead the Tax Overlay Program within the Overlay Portfolio Management Group. You will manage multiple initiatives, coordinate with internal and external stakeholders, and balance communication with tactical execution. The role emphasizes delivering on deadlines, training advisors, and testing process improvements across trading and portfolio management, while ensuring alignment with business objectives. #J-18808-Ljbffr LPL Financial
Vacancy posted 2 days ago
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