AVP, Overlay Portfolio Management — Platform Strategy Lead

LPL Financial; Fort Mill (SC); On-site; USD 119,000 - 199,000; Full time

Job summary

LPL Financial in the United States seeks an Assistant Vice President for the Overlay Portfolio Management Group to drive enhancements in the Model Wealth Portfolio UMA Platform and Centrally Managed Platforms. You will balance strategic direction with hands-on delivery.

You will coordinate with business and technical partners, manage multiple initiatives, and deliver platform roadmaps under tight deadlines, while maintaining strong stakeholder relationships and risk management practices.

Qualifications

• Bachelor's Degree required.
• Ability to manage multiple initiatives concurrently in a fast-paced, entrepreneurial environment.
• Experience with investment management operations and unified managed accounts is a plus.

Responsibilities

• Collaborate across the firm to align vision, strategy, and performance with goals.
• Demonstrate knowledge of LPL platforms, products and services.
• Interact with internal and external stakeholders to support business objectives.
• Lead and prioritize multiple initiatives within the Overlay Portfolio Management Group.

Skills

Strategic thinking

Leadership

Cross-functional collaboration

Communication

Risk management

Project management

Education

Bachelor's Degree

Tools

Microsoft Excel

Access

PowerPoint

Job description

LPL Financial in the United States seeks an Assistant Vice President for the Overlay Portfolio Management Group to drive enhancements in the Model Wealth Portfolio UMA Platform and Centrally Managed Platforms. You will balance strategic direction with hands-on delivery.

You will coordinate with business and technical partners, manage multiple initiatives, and deliver platform roadmaps under tight deadlines, while maintaining strong stakeholder relationships and risk management practices.