AVP, Overlay Portfolio Management: Strategy & Execution

LPL Financial; Charlotte (NC); On-site; USD 119,000 - 199,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial is seeking an Assistant Vice President for Overlay Portfolio Management Group in Charlotte, NC. You will lead multiple enterprise-wide initiatives and deliver Centrally Managed Platform enhancements on time, coordinating with internal and external stakeholders while balancing communication with tactical execution.

Requirements include a Bachelor’s degree, Series 7/65/66, and deep knowledge of investment management operations, trading, and portfolio accounting.

Qualifications

• Bachelor’s degree required.
• Series 7 & 65/66 licenses.
• Knowledge of investment management operations and unified managed accounts.
• Ability to manage multiple initiatives concurrently in a fast-paced environment.
• Strong communication, deadline discipline and cross-functional collaboration.

Responsibilities

• Collaborate across the firm to align vision, strategy and goals.
• Demonstrate knowledge of LPL platforms, products and services.
• Identify and manage risks within Managed Accounts scope.
• Lead backlog management and prioritize PI events with partners.

Skills

Strategic thinker

Analytical skills

Communication

Team leadership

Adaptability

Education

Bachelor’s Degree

Tools

Excel

Access

PowerPoint

Job description

LPL Financial is seeking an Assistant Vice President for Overlay Portfolio Management Group in Charlotte, NC. You will lead multiple enterprise-wide initiatives and deliver Centrally Managed Platform enhancements on time, coordinating with internal and external stakeholders while balancing communication with tactical execution.

Requirements include a Bachelor’s degree, Series 7/65/66, and deep knowledge of investment management operations, trading, and portfolio accounting.