LPL Financial · 6 hours ago
Vice President, Advanced Tax Strategy & Innovation
Boston, MA
Full-time
Hybrid
Senior Level, Lead/Staff
$153K/yr - $255K/yr
10+ years expLPL Financial is among the fastest growing wealth management firms in the U.S., empowering professionals to shape their success. The Vice President, Advanced Tax Strategy and Innovation will lead the development and execution of platform strategies to enhance advisory services through tax management capabilities and investment products.
FinanceFinancial Services
Responsibilities
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
Qualification
Required
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
Preferred
MBA or equivalent advanced degree in finance, economics, or a related field preferred
Benefits
401K matching
Health benefits
Employee stock options
Paid time off
Volunteer time off
And more
Company
LPL Financial
LPL Financial provides investment solutions and tools for independent financial advisors.
5001-10000 employees
H1B Sponsorship
LPL Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (106)
2024 (105)
2023 (122)
2022 (127)
2021 (65)
2020 (44)
Funding
Current Stage
Public CompanyTotal Funding
$2.5B2025-03-31Post Ipo Equity· $1.5B
2024-06-03Post Ipo Debt· $1B
2010-11-18IPO
Leadership Team
Rich Steinmeier
Interim CEO
Sid Vyas
Chief Technology Officer/EVP
Recent News
2026-01-23
2026-01-23
Company data provided by crunchbase