Senior OCIO Investment Consultant

LPL Financial LLC; Charlotte, Fort Mill (NC, SC); On-site; USD 151,000 - 251,000; Full time

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

Job summary

LPL Financial Research seeks a Senior Consultant to lead an OCIO team, shaping investment governance, policy, and portfolio construction within advisor practices. You will guide investment processes, supervise analysts, and align outcomes with business objectives while supporting client reviews and sales enablement.

Ideal candidates bring 5+ years in investment consulting, CFA/Series licenses preferred, and strong communication skills to engage with internal and external stakeholders.

Qualifications

• 5+ years providing investment consulting services.
• Demonstrated leadership and integrity.
• Strong written communication and client-facing skills.

Responsibilities

• Provide advisors with consultative, objective investment advice and customized solutions.
• Lead portfolio design and asset allocation frameworks.
• Ensure portfolios align with IPS constraints and risk objectives.
• Oversee junior portfolio managers and analysts; coordinate client reviews.

Skills

Analytical skills

Quantitative skills

Leadership

Written communication

Stakeholder communication

Team collaboration

Education

Bachelor's degree

Job description

LPL Financial Research seeks a Senior Consultant to lead an OCIO team, shaping investment governance, policy, and portfolio construction within advisor practices. You will guide investment processes, supervise analysts, and align outcomes with business objectives while supporting client reviews and sales enablement.

Ideal candidates bring 5+ years in investment consulting, CFA/Series licenses preferred, and strong communication skills to engage with internal and external stakeholders.