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Wealth Management Portfolio Manager

Senior Portfolio Manager: Tax Overlay & Direct Indexing

Job in San Diego, San Diego County, California, 92189, USA
Listing for: LPL Financial
Full Time position
Listed on 2026-02-08
Job specializations:
  • Finance & Banking
    Wealth Management, Portfolio Manager
  • Management
    Wealth Management, Portfolio Manager
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
A financial services firm in San Diego seeks an Assistant Vice President, Portfolio Manager to lead tax overlay programs for optimized portfolio trading. The role demands strategic planning and stakeholder engagement within a collaborative environment. Ideal candidates will have extensive experience in investment management and tax optimization, along with strong analytical skills. Exceptional communication and execution abilities are a must.

This position ensures impactful contributions through innovative trading strategies and client engagement.
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Position Requirements
10+ Years work experience
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