Vice President, Advanced Tax Strategy & Innovation

What if you could build a career where ambition meets innovation? 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.

Role 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.

Key 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 / yearActual 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 – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview :

LPL Financial Holdings Inc. (Nasdaq : LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace. LPL supports over 29,000 financial advisors and the wealth-management practices of 1,100 financial institution, servicing and custodying approximately $1.9 trillion in brokerage and advisory assets on behalf of approximately 7 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.

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.

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