LPL Financial
Assistant Vice President, Tax Overlay
LPL Financial, San Diego, California, United States, 92189
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Assistant Vice President, Tax Overlay
role at
LPL Financial What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: LPL Financial is seeking an Assistant Vice President of Tax Overlay to execute the company’s strategic vision for a World-Class Investment Platform. This role focuses on delivering enterprise-wide initiatives, including the national rollout of the LPL Tax Overlay Program and the growth and scalability of the MWP Platform. Responsibilities:
Program Leadership & Execution: Lead and manage cross-functional workstreams to deliver on Tax Overlay and Centrally Managed Platform initiatives. Cross-Functional Collaboration & Alignment: Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals. Change Management & Communication: Drive organizational change initiatives, including communication strategies and training programs for new processes. Process Optimization & Risk Management: Identify and execute continuous improvement opportunities that increase scalability and efficiency. Requirements:
Bachelor’s Degree required. Series 7 and 66 (or 63/65 equivalent) or obtain within 90 days of hire. 5+ years in investment-management program leadership, advisory platforms, or overlay-strategy implementations. Deep expertise in unified managed accounts, portfolio accounting systems, and trading operations. Core Competencies:
Strategic thought leader with strong analytical skills. Expert user of Microsoft Excel, Access, and PowerPoint, including pivot tables and SmartSheet. Excellent presentation skills, both in terms of creating clear messaging and professional presentation and delivery. Preferred Qualifications:
Familiarity with LPL’s Advisory Account framework and technology ecosystem. CFA/CFP designation or progress toward completion. Experience leading Tax Overlay or Direct Index Tax solutions focusing on scaling tax-aware rebalancing and overlay workflows. Pay Range: $127,600-$212,600/year Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Equal Employment Opportunity: LPL Financial is an equal employment opportunity employer.
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Assistant Vice President, Tax Overlay
role at
LPL Financial What if you could
build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.
What if you could
have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: LPL Financial is seeking an Assistant Vice President of Tax Overlay to execute the company’s strategic vision for a World-Class Investment Platform. This role focuses on delivering enterprise-wide initiatives, including the national rollout of the LPL Tax Overlay Program and the growth and scalability of the MWP Platform. Responsibilities:
Program Leadership & Execution: Lead and manage cross-functional workstreams to deliver on Tax Overlay and Centrally Managed Platform initiatives. Cross-Functional Collaboration & Alignment: Collaborate across the firm to maintain alignment on vision, strategy, and performance to goals. Change Management & Communication: Drive organizational change initiatives, including communication strategies and training programs for new processes. Process Optimization & Risk Management: Identify and execute continuous improvement opportunities that increase scalability and efficiency. Requirements:
Bachelor’s Degree required. Series 7 and 66 (or 63/65 equivalent) or obtain within 90 days of hire. 5+ years in investment-management program leadership, advisory platforms, or overlay-strategy implementations. Deep expertise in unified managed accounts, portfolio accounting systems, and trading operations. Core Competencies:
Strategic thought leader with strong analytical skills. Expert user of Microsoft Excel, Access, and PowerPoint, including pivot tables and SmartSheet. Excellent presentation skills, both in terms of creating clear messaging and professional presentation and delivery. Preferred Qualifications:
Familiarity with LPL’s Advisory Account framework and technology ecosystem. CFA/CFP designation or progress toward completion. Experience leading Tax Overlay or Direct Index Tax solutions focusing on scaling tax-aware rebalancing and overlay workflows. Pay Range: $127,600-$212,600/year Company Overview: LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. Equal Employment Opportunity: LPL Financial is an equal employment opportunity employer.
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