Job ID R-026224Date posted 10/18/2022Primary Location SC-Fort Mill
Are you looking for an opportunity to contribute to the market strategy thought leadership of a top financial services firm? Would you enjoy the responsibility of helping direct the firm’s house view on global capital markets? Does membership in the firm’s dynamic asset allocation committee interest you? If so, being a Senior Vice President, Chief Alternative Investment Strategist at LPL Financial may be a good career fit for you
LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. We support over 20,000 financial professionals—including over 20,000 independent advisors, more than 800 financial institutions, and over 4,000 institutional clearing and technology subscribers. We enable our partners to focus on their clients by reducing the complexity of running their business and we support them by offering enabling technology, comprehensive clearing and compliance services, practice management programs and training, and independent research. At LPL, we take care of our clients, so they can take care of their clients. Their success is our business.
LPL is seeking a Senior Vice President, Chief Alternative Investment Strategist to join its Investment Research department. This individual will be responsible for leading LPL Research’s alternative investment thought leadership and contributing broadly to the firm’s global market strategy advice delivery. The Alternative Investment Strategist will also be a key member to LPL’s Strategic and Tactical Asset Allocation Committee, and will be instrumental in helping drive LPL Research’s investment process.
This role will report directly to the firm’s Chief Investment Officer and work closely with multiple key members of firm leadership, marketing, advisor consulting and public relations teams to help drive capital market guidance on behalf of the firm and its 20,000+ financial advisors.
Quickly become entrenched as a key market strategy and thought-leader contributor at the firm.
Contribute to the communication of the firm’s investment views via conference calls, webinars, and at LPL events.
Deepen the Research Department’s alternative investment advice franchise and have a positive impact on our advisors.
Contribute in making implementation decisions across several model portfolio committees.
10+ years of notable experience as an alternative investment strategist/analyst.
An established presence as a thought leader in alternative asset space.
Demonstrated capability to communicate strategy views to all levels of an organization, advisor and client audiences, and the public.
Ability to run an alternative investment advice franchise including the prioritization and management of simultaneous projects while demonstrating supreme accountability.
Proficient in the utilization of analytical software and data sets such as Bloomberg, FactSet and BarraOne.
Focused team-player with the ability to collaborate across a large organization and to meet the needs of various financial advisory practices.
An applicable university degree; with an advanced degree and/or CFA designation preferred.
Series 7 and Series 66 or Series 65 preferred; or willingness to obtain.
At LPL, we believe that objective financial guidance is a fundamental need for everyone. As the nation’s leading independent broker-dealer, we offer an integrated platform of proprietary technology, brokerage, and investment advisor services. We provide you with a work environment that encourages your creativity and growth, a leadership team that is supportive and responsive, and the opportunity to create a career that has no limits, only amazing potential.
We are one team on one mission. We take care of our advisors, so they can take care of their clients.
Because our company is not too big and not too small, you can seize the opportunity to make a real impact. We are committed to supporting workplace equality, and we embrace the different perspectives and backgrounds of our employees.We also care for our communities, and we encourage our employees to do the same. This creates an environment in which you can do your best work.
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Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on 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. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (800) 877-7210.