Vice President, Advanced Tax Strategy & Innovation

Vice President, Advanced Tax Strategy And Innovation

At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. We offer cutting-edge resources, a collaborative environment, and the freedom to make an impact.

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

Advisor Enablement & Experience

Thought Leadership & Communication

Qualifications :

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 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!

LPL Financial Holdings Inc. 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.

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.