• Lead rollout and scaling of tax-optimized direct indexing and overlay frameworks, aligning with LPL’s enterprise growth targets. • Design and implement automated tools and proprietary trading platforms to enhance scalability and performance of overlay and direct indexing strategies. • Develop and implement sophisticated tax-optimized multi asset UMA and direct indexing overlay trading capabilities that integrate multi-factor risk models with client-specific customizations, delivering scalable, tax-efficient, and highly personalized portfolio solutions. • Oversee and manage daily tax efficient portfolio management workflows — account and sleeve-level optimization, trade review and trade execution, and tax sensitive account transition processes leveraging industry leading cloud-based infrastructure, database tools, and machine learning. • Drive daily oversight using performance metrics suitable for complex, tax sensitive investment portfolios such as short-term/long-term net realized gains, tracking error at the account and sleeve level, and portfolio statistics to support advisor-facing teams that will mitigate escalations. • Build high-impact advisor materials, facilitate training sessions, and present the value of tax overlay solutions to internal and external stakeholders.