Tax Overlay Senior Analyst: Strategy & Trading Lead

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

Benefits offered by this job

401K matching

Health benefits

Employee stock options

Paid time off

Volunteer time off

More

Job summary

LPL Financial LLC in Fort Mill, SC is seeking a Senior Analyst to drive the Tax Overlay Program within the Overlay Portfolio Management Group. You will manage enterprise initiatives, interact with stakeholders, and balance communication with tactical execution.

The role requires collaboration, training material creation, advisor presentations, and deployment support to meet deadlines and optimize investment processes.

Qualifications

• Bachelor’s Degree required.
• Experience speaking to large audiences, up to 500 people.
• Excellent Excel and PowerPoint skills.

Responsibilities

• Represent OPMG/Trading in enterprise projects and explain impact.
• Create trainings and presentations for advisors on the Tax Overlay Program.
• Support implementation of multifaceted roadmap goals within OPMG.
• Coordinate with enterprise stakeholders and deliver reports to executives.
• Identify and execute trading opportunities within guidelines.

Skills

Public speaking

Cross-functional collaboration

Project management

Analytical thinking

Attention to detail

Education

Bachelor’s Degree

Tools

Excel

PowerPoint

Job description

LPL Financial LLC in Fort Mill, SC is seeking a Senior Analyst to drive the Tax Overlay Program within the Overlay Portfolio Management Group. You will manage enterprise initiatives, interact with stakeholders, and balance communication with tactical execution.

The role requires collaboration, training material creation, advisor presentations, and deployment support to meet deadlines and optimize investment processes.