LPL Financial-posted 4 months ago
$153,100 - $255,100/Yr
Full-time • Senior
San Diego, CA
Securities, Commodity Contracts, and Other Financial Investments and Related Activities

The Advisory Platforms team within LPL's Wealth Management group delivers a highly competitive suite of managed account advisory programs. We focus on platform curation, pricing strategy, advisor/client engagement, and operational efficiency—aiming to provide world-class investment solutions that drive value for both clients and the firm. The Vice President, Advanced Tax Strategy and Innovation will report to the SVP, Advisory Platforms and lead the development and execution of our platform strategy specifically to enhance the value of our advisory services through holistic tax management capabilities and investment products. This role requires deep expertise in tax-optimized investment philosophies and the ability to translate them into scalable, practical applications. The ideal candidate will be a strategic thinker with a comprehensive understanding of the tax management landscape, capable of driving innovation, managing complex initiatives, and communicating effectively with executive leadership.

  • Develop and execute strategic tax-related initiatives to enhance market positioning and competitive advantage.
  • Create strategic frameworks for decision-making, resource allocation, and long-term business growth.
  • Monitor industry dynamics and adjust positioning to stay ahead of market shifts.
  • Lead managed account investment program capabilities development for tax management (e.g., tax-advantaged strategies, alternative investments, HNW solutions, after tax reporting).
  • Prioritize tax-specific platform features and guide the development of tax solutions.
  • Partner with Financial Planning, Retirement, and Reporting teams to design a holistic solution spanning these disciplines.
  • Partner with the Trading team to ensure a robust and scalable advanced tax solution is delivered.
  • Maintain awareness of the regulatory environment regarding tax advice delivery and ensure compliance considerations are incorporated into platform enhancements.
  • Drive the dynamics of advisor experience with LPL's managed account platforms.
  • Design advisor-facing technology to enable a world-class investment experience.
  • Lead efforts to enable advisors to access and communicate tax-specific investment performance and outcomes aligned with client goals.
  • Support the communication of tax concepts through marketing, training, UI components, and client/advisor reporting.
  • Be a spokesperson internally and externally on advanced tax solutions through whitepapers, conference appearances, and thought leadership.
  • Articulate and communicate practical advanced tax concepts and strategies - to both senior leadership and technology partners.
  • Develop insightful presentations and reports to communicate strategy recommendations.
  • 10+ years of experience in the managed account or wealth advisory industry.
  • Demonstrated expertise in developing advanced tax solutions within wealth management.
  • Experience working with or within a large-scale wealth management platform or RIA aggregator.
  • Familiarity with tax-aware portfolio construction tools and direct indexing platforms.
  • Strong communication skills with the ability to present to executive leadership and frame complex issues clearly.
  • Strong analytical, problem-solving, and critical thinking skills.
  • Entrepreneurial mindset with the ability to work independently and drive results.
  • Proven project management and multi-tasking capabilities.
  • MBA or equivalent advanced degree in finance, economics, or a related field preferred.
  • 401K matching
  • health benefits
  • employee stock options
  • paid time off
  • volunteer time off
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