Vice President, Advanced Tax Strategy & Innovation - LPL Financial : Job Details

Vice President, Advanced Tax Strategy & Innovation

Join to apply for the Vice President, Advanced Tax Strategy & Innovation role at LPL Financial

Overview

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.

Responsibilities

• Strategic 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.
• Product & Platform Development: 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.
• Advisor Enablement & Experience: 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.
• Thought Leadership & Communication: 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.

Qualifications

• 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.

Pay Range: $153,100-$255,100/year

Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Why LPL

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team.
• Limitless Career Potential: Your career at LPL has no limits, only amazing potential.
• Unified Mission: We are one team on one mission—taking care of our advisors so they can take care of their clients.
• Impactful Work: Our size is just right for you to make a real impact.
• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds.
• Community Focus: We care for our communities and encourage our employees to do the same.
• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance, including a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home.

Interviews

LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. If you have questions regarding the application process, contact LPL's Human Resources Solutions Center at (855) ###-####. EOE

Seniority level

• Executive

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance