Senior Analyst: Tax Overlay & Portfolio Optimization

Posted today

lpl financialTempe (AZ)

Financial and Investment AnalystsPortfolio Management and Investment Advice

SENIORITY

Senior

About the role

LPL Financial is seeking a Senior Analyst for the Overlay Portfolio Management Group to lead enterprise-wide Tax Overlay initiatives and coordinate across stakeholders. You will balance communication with tactical execution, delivering OPMG deliverables by deadlines and presenting transitions to Advisors. The role requires strong collaboration, sophisticated analytics, and the ability to drive complex programs in a fast-paced environment.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.