VP, Investment Consultant

About the Role

LPL Financial Research provides market insights, asset allocation, and model portfolios to independent advisors. Our mission is to be a trusted partner to advisors who help investors meet their financial goals. As a Senior Consultant, you will lead one of LPL’s OCIO teams, focusing on building and maintaining a robust investment process and operating mechanism within an advisor’s practice. Services include investment governance, investment policy, portfolio construction, and aligning investment outcomes with the sales and service functionality of the advisor practice.

Responsibilities

• Provide advisors with consultative, objective advice and highly customized investment solutions to help them achieve their business objectives.
• Lead portfolio design and asset allocation frameworks.
• Ensure portfolios align with IPS constraints and risk objectives.
• Oversee junior portfolio managers and investment analysts.
• Support client reviews in coordination with advisors.
• Support the LPL Sales Enablement process by meeting with prospective clients.
• Drive advisor adoption for the firm’s services using prior OCIO consulting experience.

Requirements

• 5+ years providing investment consulting services.
• Bachelor’s degree.

Skills

• Demonstrated interest in investments.
• Analytical and quantitative skills.
• Demonstrated leadership, integrity, and initiative.
• Strong written communication and business writing skills.
• Ability to engage in conversations with internal and external parties.
• Ability to work both independently and in a team under tight deadlines.

Preferences

• CFA designation preferred.
• Ability to obtain Series 7 and 66 within one year of employment or CFA designation.

Pay

Pay Range: $150,792.00 - $251,320.00. Actual base salary varies based on factors including relevant skill, prior experience, education, internal peer salaries, demonstrated performance, and geographic location.

Benefits

LPL offers a highly competitive Total Rewards package, including 401K matching, health benefits, employee stock options, paid time off, and volunteer time off.

About LPL Financial

LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest-growing wealth management firms in the U.S. The firm supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. LPL provides advisor affiliation models, investment solutions, fintech tools, and practice management services, ensuring flexibility to run thriving businesses.