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LPL Financial

AVP, Overlay Portfolio Management — Platform Strategy Lead

fort mill, SC

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About this opportunity

LPL Financial lists this AVP, Overlay Portfolio Management — Platform Strategy Lead opportunity in fort mill, South Carolina. Review the employer’s description below for duties, qualifications and application requirements.

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.

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Worksite address

fort mill, SC, 29715, US

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