The AVP, Alternative Due Diligence will be an integral part of the team within WMS and is responsible for the sourcing and review of alternative investment products for the LPL platform, including credit, real estate, infrastructure, private equity, venture capital, hedge funds, and tax solutions, business development companies, interval funds and tender-offer funds, hedge funds, capital call vehicles including private equity and real assets, and other similar products. The role will involve collaboration with multiple internal groups and require strong analytical, organizational, and problem-solving skills, as well as the ability to work within tight deadlines. The AVP will contribute to the WMS group’s goals of delivering a highly competitive set of investment solutions. This role also maintains strong relationships with LPL’s investment manager partner firms to collaboratively deliver the necessary tools, resources, and communications that help LPL Financial advisors remain competitive. Responsibilities include reviewing and covering a variety of products within the alternative investment space, presenting to LPL’s Product Review Committees, assisting in onboarding new products by coordinating with sponsor firms and internal groups, creating training and education material focused on credit strategies, expanding coverage areas within Alternative Investments, contributing to broader WMS team projects, and participating in industry events to build a network of peer and industry contacts. Requirements include a minimum of 3 years of experience performing due diligence on alternative investment products, 7 years in financial services ideally at a broker dealer, and FINRA Series 7 and 66 licenses or willingness to obtain. Core competencies include passion for investing, high performance, critical thinking, analytical skills, ethical standards, communication skills, and self-motivation. Preferences include experience with credit-based investment products, CFA charter, MBA, CAIA designation, and prior team management experience.
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