AVP, Overlay Portfolio Management — Platform Strategy Lead

LPL Financial · Fort mill, United States

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.