VP, Investment Consultant

LPL Financial•Fort Mill, SC

About The Position

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover what’s possible with LPL Financial. Job Overview: LPL Financial Research is a team that provides market insights, asset allocation, and model portfolios to our independent advisors. Our mission is to be a trusted partner to our advisors who provide investors with choices to help meet their financial goals. In this endeavor, our sole motivation is to provide stellar investment management advice — as a partner for those advisors who manage client assets themselves or as a portfolio manager for those advisors who want to leverage our experience. LPL is seeking a Senior Consultant to lead one of its OCIO teams. The team is dedicated to helping build and maintain a robust investment process and investment operating mechanism within an advisor’s practice. Services delivered will focus on investment governance, investment policy, portfolio construction, and aligning investment process/outcomes with the sales and service functionality of the advisor practice. What are we looking for? We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements

5+ years providing investment consulting services
Bachelor's degree
Demonstrated interest in investments
Analytical and quantitative skills
Demonstrated leadership, integrity, and initiative
Demonstrated command of written communication and strong business writing skills
Ability and willingness to engage in conversation with internal and external parties
Ability to work both independently and in a team under tight deadlines

Nice To Haves

CFA designation preferred
Ability to obtain Series 7 and 66 within one year of employment or CFA designation.

Responsibilities

Provide advisors with consultative, objective advice, along with highly customized investment solutions, to help them achieve their business objectives.
Lead portfolio design and asset allocation frameworks.
Ensure portfolios align with IPS constraints and risk objectives.
Oversee junior portfolio managers and investment analysts.
Support client reviews in coordination with advisors.
Support the LPL Sales Enablement process meeting with prospective clients.
Draw upon previous experience in a OCIO consulting role and drive advisor adoption for the firm’s services.