Confidential
Vice President, Advanced Tax Strategy & Innovation
Confidential, San Diego, California, United States, 92101
Vice President, Advanced Tax Strategy & Innovation
About the Company
Profitable broker & financial advisory firm
Industry Financial Services
Type Public Company
Founded 1989
Employees 5001-10,000
Categories
Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers
Specialties
independent broker/dealer institution services ria independent advisors custom clearing services and financial services
Business Classifications
B2B
About the Role
The Company is seeking a Vice President for Advanced Tax Strategy and Innovation to join their dynamic team. The successful candidate will be responsible for leading the development and execution of strategic tax-related initiatives that enhance the value of advisory services. This role demands a professional with a deep understanding of tax-optimized investment philosophies, capable of translating them into practical applications. The VP will also be at the forefront of product and platform development, focusing on tax management capabilities, and will play a key role in advisor enablement, ensuring a world-class investment experience. Strategic leadership, thought leadership, and strong communication skills are essential, as the role involves being a spokesperson for advanced tax solutions both internally and externally.
Applicants must have a minimum of 10 years' experience in the managed account or wealth advisory industry, with a proven track record in developing advanced tax solutions. A background in a large-scale wealth management platform or RIA aggregator is required, along with familiarity with tax-aware portfolio construction tools and direct indexing platforms. The ideal candidate will possess an entrepreneurial mindset, strong analytical and problem-solving skills, and the ability to manage complex initiatives. An MBA or equivalent advanced degree in finance, economics, or a related field is preferred. The role at the company offers the opportunity to work in an innovative environment, with a unified mission of taking care of clients through personalized financial guidance.
Hiring Manager Title SVP, Advisory Platforms
Travel Percent Less than 10%
Functions
Finance Strategy
About the Company
Profitable broker & financial advisory firm
Industry Financial Services
Type Public Company
Founded 1989
Employees 5001-10,000
Categories
Financial Services Consulting & Professional Services Brokerage Finance Investment Banking San Diego Employee Advisor Financial Advisor Financial Professional LPL LPL Financial Linsco Advisor Linsco Private Ledger RIA Registered Investment Advisor Strategic Wealth Services Strategic Wealth Services Advisor Investing Financial Advisers
Specialties
independent broker/dealer institution services ria independent advisors custom clearing services and financial services
Business Classifications
B2B
About the Role
The Company is seeking a Vice President for Advanced Tax Strategy and Innovation to join their dynamic team. The successful candidate will be responsible for leading the development and execution of strategic tax-related initiatives that enhance the value of advisory services. This role demands a professional with a deep understanding of tax-optimized investment philosophies, capable of translating them into practical applications. The VP will also be at the forefront of product and platform development, focusing on tax management capabilities, and will play a key role in advisor enablement, ensuring a world-class investment experience. Strategic leadership, thought leadership, and strong communication skills are essential, as the role involves being a spokesperson for advanced tax solutions both internally and externally.
Applicants must have a minimum of 10 years' experience in the managed account or wealth advisory industry, with a proven track record in developing advanced tax solutions. A background in a large-scale wealth management platform or RIA aggregator is required, along with familiarity with tax-aware portfolio construction tools and direct indexing platforms. The ideal candidate will possess an entrepreneurial mindset, strong analytical and problem-solving skills, and the ability to manage complex initiatives. An MBA or equivalent advanced degree in finance, economics, or a related field is preferred. The role at the company offers the opportunity to work in an innovative environment, with a unified mission of taking care of clients through personalized financial guidance.
Hiring Manager Title SVP, Advisory Platforms
Travel Percent Less than 10%
Functions
Finance Strategy