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LPL Financial Holdings

Independent broker-dealer platform for financial advisors

Assistant Vice President, Structured Investments

Product ManagementConfirmed live in the last 24 hours
Full-timeIn-person

About the Job

Requirements

  • A bachelor's degree in Finance, Economics, Business, or a related field.
  • Five to eight or more years of experience in structured investment products, asset management, investment research, or related financial services roles.
  • Strong knowledge of structured investments, exchange-traded funds, and capital markets.
  • Strong analytical and project management skills.

Responsibilities

  • Support new product development and enhancements to existing structured investment solutions.
  • Conduct market, competitive, and product analyses to identify opportunities and risks.
  • Lead and coordinate product-related initiatives across investments, distribution, operations, legal, compliance, and technology teams.
  • Monitor product performance, asset flows, and industry trends.
  • Prepare presentations, business cases, and recommendations for leadership and governance committees.
  • Serve as a subject matter expert for structured investment products and support internal stakeholders and distribution teams.

About the Company

LPL Financial Holdings

Independent broker-dealer platform for financial advisors

LPL Financial runs the largest independent broker-dealer network in the United States, providing a platform of services and support to financial advisors and institutions. It helps advisors manage client wealth by offering technology, research, clearing and compliance services, and practice management programs. Advisors access a flexible, non-proprietary environment where they can tailor financial recommendations for clients, with revenue coming from fees for services, securities commissions, and asset-based fees. The company supports more than 28,000 financial advisors and oversees over a trillion dollars in advisory and brokerage assets, distinguishing itself through its breadth of back-office capabilities, scalable platform, and emphasis on independence for its advisors. Its goal is to enable independent financial advisors to grow their businesses and deliver personalized investment solutions to their clients.

Company size
10,001+
Company stage
IPO
Headquarters
San Diego, CA
Founded
1989

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