Confidential
Vice President of Tax Strategy and 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
Employee Advisor
Financial Advisor
Financial Professional
Strategic Wealth Services
Registered Investment Advisor
Investing
Financial Advisers
Specialties
Independent broker/dealer
Institution services
RIA
Independent advisors
Custom clearing services
Financial services
Business Classifications
B2B
About the Role
The Company is looking for a dynamic leader to become the Vice President of Tax Strategy and Innovation. In this pivotal role, you will spearhead the creation and implementation of strategic tax initiatives that significantly enhance the value of our advisory services. We seek a seasoned professional with a comprehensive understanding of tax-optimized investment strategies, adept at translating complex concepts into actionable solutions.
Your responsibilities will include leading product and platform development focused on tax management capabilities and advisor enablement, ensuring our teams deliver a world-class investment experience. Strong leadership and communication skills are key, as you'll represent advanced tax solutions both internally and externally.
The ideal candidate will have at least 10 years of experience in the managed account or wealth advisory sector, showcasing a proven track record in developing innovative tax solutions. Experience with large-scale wealth management platforms or RIA aggregators and familiarity with tax-aware portfolio construction tools and direct indexing platforms are essential.
If you have an entrepreneurial spirit, strong analytical skills, and the ability to navigate complex projects, we'd love to hear from you. An MBA or equivalent advanced degree in finance, economics, or a related field is preferred. Join us and be part of a forward-thinking team dedicated to providing personalized financial guidance that puts clients first.
Hiring Manager Title
SVP, Advisory Platforms
Travel Percent
Less than 10%
Functions
Finance
Strategy