Senior Analyst, Tax Overlay & Portfolio Strategy

LPL Financial; Fort Mill (SC); On-site; USD 96,000 - 160,000; Full time

Benefits offered by this job

401K matching

Health benefits

Stock options

Paid time off

Volunteer time off

Job summary

LPL Financial in Fort Mill, SC seeks a Senior Analyst to lead the Tax Overlay Program within the Overlay Portfolio Management Group. You will manage multiple initiatives, coordinate with internal and external stakeholders, and balance communication with tactical execution.

The role emphasizes delivering on deadlines, training advisors, and testing process improvements across trading and portfolio management, while ensuring alignment with business objectives.

Qualifications

• Bachelor’s Degree required.
• Series 7 & 66 licenses required.
• Experience with investment management operations and unified managed accounts.
• Experience presenting to large audiences (up to 500).
• Advanced Excel and PowerPoint skills.

Responsibilities

• Represent OPMG/Trading in enterprise projects to explain impact.
• Create trainings and presentations for advisors on the Tax Overlay Program.
• Help develop business strategy for seamless transitions.
• Support roadmap goals within OPMG and meet deadlines.
• Manage cross-functional relationships with stakeholders.
• Prepare detailed reports for executive leadership.
• Identify opportunities to optimize processes.
• Trade as senior trader: execute and allocate transactions.
• Collaborate with business, product management, and technology to test improvements.
• Prepare transition analyses for accounts joining the program.
• Present transition analyses to Advisors and explain transition plans.

Skills

Excel

PowerPoint

Public speaking

Communication

Advisors training

Education

Bachelor’s Degree

Tools

Excel

PowerPoint

Job description

LPL Financial in Fort Mill, SC seeks a Senior Analyst to lead the Tax Overlay Program within the Overlay Portfolio Management Group. You will manage multiple initiatives, coordinate with internal and external stakeholders, and balance communication with tactical execution.

The role emphasizes delivering on deadlines, training advisors, and testing process improvements across trading and portfolio management, while ensuring alignment with business objectives.