Capital Roles

LPL Financial

Assistant Vice President - Portfolio Management and Tax Overlay

Fort Mill, SC +2 more · Service and Operations · Posted Sep 16, 2026

Excerpt from LPL Financial's posting

Lead the evolution of trading and portfolio implementation for LPL’s Tax Overlay program with a focus on designing and scaling tax-optimized portfolio trading capabilities, advanced direct-indexing capabilities, and delivering advisor-friendly solutions as an Assistant Vice Presi…

Read the full description on LPL Financial's site (opens in a new tab)

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