2,137 Asset Allocation jobs in the United States

Company Description

Who We Are
The San Francisco Employees Retirement System (SFERS) is dedicated to securing, protecting, and prudently investing the pension trust assets, administering mandated benets programs, and providing promised benets to the active and retired members of the City and County of San Francisco. Established in 1889 as a fund for families and orphans of firefighters and police officers, today the San Francisco Employees Retirement System serves more than 75,000 active, vested, and retired employees of the City and County of San Francisco and their survivors.

What We Do
The Investment Division serves as a resource to the Retirement Board in the development of investment policies and practices. In accordance with the annual investment plan, the investment team deploys capital with the objective of enhancing the structure and diversity of the investment portfolio and sustaining long-term performance. Additionally, the Investment Divisions professional staff analyzes, develops, and recommends asset allocation mixes, manages investment portfolios, and monitors the activities and performance of external investment managers.

Application Opening: April 25, 2025
Application Deadline: Open Until Filled
Salary: $131,924 to $68,454 annually
Recruitment ID: RTF0149791-01131848

This job announcement will not close before May 9, 2025. Interested applicants are encouraged to apply as soon as possible.

Appointment Type
This permanent exempt position is excluded by the Charter from the competitive Civil Service Examination process and shall serve at the discretion of the Appointing Officer.

Job Description

What Were Looking For

SFERS seeks an experienced investment professional for the position of Investment Officer (IO) for its Asset Allocation, Risk Management, and Innovative Solutions team. Reporting directly to the Managing Director of Asset Allocation, Risk Management, and Innovative Solutions (Managing Director), the IO will provide technical, professional, and administrative support to the Managing Director and the CEO/CIO of SFERS. The incumbent will perform difficult and complex research as well as due diligence work involving knowledge of asset allocation, risk management, innovative investment strategies, the capital markets, and the asset management industry.

Specific and essential functions of this position include, but are not limited to:

Assist with the design of policies and practices that capture, monitor, and manage risks and exposures;
Assist with the development and implementation of quantitative models used in asset allocation, risk management, liquidity management, cash flow pacing forecasts, performance analysis, stress testing, derivative exposure management for each asset class and for the portfolio as a whole;
Assist with strategic and tactical asset allocation decisions including policy leverage and asset/liability research;
Assist in determining appropriate contingency plans and risk mitigation actions for stressed market environments;
Research, design, and implement innovative investment strategies that are differentiated from traditional public and private investments;
Assist each asset class in appropriate strategy and risk analysis;
Perform both qualitative and quantitative analysis to monitor investment performance, diversification, and overall risk management;
Assist in developing and updating the investment playbook for investable opportunities and reactions to market shocks; assist with fostering a culture that supports disciplined rebalancing and opportunistic risk taking in the face of market dislocation and illiquidity;
Source investments opportunities, conduct thorough due diligence and model portfolio construction, and review and negotiate investment management agreements;
Provide recommendations/advice on investment structure, programs, and policy;
May perform additional duties as assigned.

Qualifications

Minimum Qualifications

Possession of a baccalaureate degree from an accredited college or university with major coursework in finance, economics, business administration, accounting, statistics, or similar field; AND

Three (3) years of investment experience with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, or consulting firm.

Substitution
Possession of a graduate degree in Business Administration, Finance, Statistics, Investment Management, Economics or similar field, or possession of the Chartered Financial Analyst designation, may be substituted for an undergraduate degree in a different field than described above.
Two years of investment management experience at a position equivalent to an Investment Officer or higher with an investment management firm, pension plan, university, endowment, foundation, corporation, family office, consulting firm or other investment institution with at least 1 billion in assets, or seven years of such responsibility at a firm of any size, may substituted for an undergraduate degree in a different field than described above.

How to Stand Out

Desirable Qualifications: The stated desirable qualifications may be used to identify job finalists at the end of the selection process when candidates are referred for hiring.

Experience with quantitative investment and financial modeling for multiple asset classes and strategies.

Additional Information

Selection Procedures

Applications will be screened for relevant qualifying experience. Additional screening mechanisms may be implemented in order to determine candidates qualifications. Only those applicants who most closely meet the needs to the Agency will be invited to participate in the selection process. Applicants meeting the minimum qualifications are not guaranteed advancement in the selection process.

Additional Information / What else should I know?

• Information About The Hiring Process
• Conviction History
• Employee Benefits Overview
• Equal Employment Opportunity
• Disaster Service Worker
• ADA Accommodation
• Seniority Credit in Promotional Exams
• Veterans Preference
• Right to Work
• Copies of Application Documents
• Diversity Statement

How to Apply

All applicantsmustsubmit aresumeandcompleted job application (all sections, including Experience and Education, must be completed) in order to be considered. Resumes will not be taken as a substitute for completing the application.

Applications for City and County of San Francisco jobs are only accepted through an online process.

Visit careers.sf.gov and begin the application process.

• Select the Im Interested button and follow instructions on the screen

Applicants may be contacted by email about this recruitment and, therefore, it is their responsibility to ensure that their registered email address is accurate and kept up-to-date. Also, applicants must ensure that email from CCSF is not blocked on their computer by a spam filter. To prevent blocking, applicants should set up their email to accept CCSF mail from the following addresses (@sfgov.org, @sfdpw.org, @sfport.com, @flysfo.com, @sfwater.org, @sfdph.org, @asianart.org, @sfmta.com, @sfpl.org, @dcyf.org, @first5sf.org, @famsf.org, @ccsf.edu, @smartalerts.info, and @smartrecruiters.com).

Applicants will receive a confirmation email that their online application has been received in response to every announcement for which they file. Applicants should retain this confirmation email for their records. Failure to receive this email means that the online application was not submitted or received .

If you have any questions regarding this recruitment or application process, please contact the recruitment analyst, Michael Nettles, at .

All your information will be kept confidential according to EEO guidelines.

The City and County of San Francisco encourages women, minorities and persons with disabilities to apply. Applicants will be considered regardless of their sex, race, age, religion, color, national origin, ancestry, physical disability, mental disability, medical condition (associated with cancer, a history of cancer, or genetic characteristics), HIV/AIDS status, genetic information, marital status, sexual orientation, gender, gender identity, gender expression, military and veteran status, or other protected category under the law.

#J-18808-Ljbffr

**About Us:**
The people of Memorial Sloan Kettering Cancer Center (MSK) are united by a singular mission: ending cancer for life. Our specialized care teams provide personalized, compassionate, expert care to patients of all ages. Informed by basic research done at our Sloan Kettering Institute, scientists across MSK collaborate to conduct innovative translational and clinical research that is driving a revolution in our understanding of cancer as a disease and improving the ability to prevent, diagnose, and treat it. MSK is dedicated to training the next generation of scientists and clinicians, who go on to pursue our mission at MSK and around the globe.
**Role Overview:**
The Investment Management Division (IMD) is seeking an Investment Associate, and the role supports MSK's mission to end cancer for life by managing financial resources that sustain our groundbreaking patient care, research, and education.
The IMD team oversees $9 billion in long-term assets across a globally diversified portfolio, including global equities, fixed income, hedge funds, private equity, venture capital, and real assets primarily invested through external managers. These assets are invested in a sophisticated mix of diversified strategies on a global basis, overseen by a committee of the Board and stewarded by IMD. As an Investment Associate, you'll operate flexibly across all asset classes and contribute to a mission-driven organization. Research investment managers and strategies across a variety of asset classes.
**Key Qualifications:**
+ At least 3 years of demonstrated professional achievement in an area relevant to investments (e.g., investment banking, consulting, asset management, alternative assets, or a related field)
+ Rigorous analytical training, including advanced research, critical reasoning, writing, data analysis, presentation, and financial modeling skills, as well as a working knowledge of multiple investment strategies
+ Technical proficiency of Excel and PowerPoint; openness to adopting new tools and methodologies
+ A base-level understanding of business, legal, and accounting issues involved in the evaluation of alternative investments, and knowledge and/or experience in capital markets is also required
**Role Responsibilities:**
+ Source and drive detailed due diligence processes for external investment managers across public and private asset classes
+ Monitor existing investments and develop qualitative and quantitative analytical insights on the portfolio, including investment recommendations, manager performance reviews, and thematic presentations
+ Contribute to investment decisions regarding the selection, rebalancing, and termination of managers across asset classes
+ Serve as lead IMD representative to current and prospective managers as well as industry conferences, negotiate terms and conditions, and coordinate the efforts of outside service providers
+ Cultivate and maintain productive relationships with existing and prospective managers as well as vendors, legal counsel, peer investors, and other industry constituents
+ Assist with asset allocation reviews and risk management activities
+ Stay informed of market trends, new investment opportunities, asset class developments, and macroeconomic themes
+ Identify, evaluate, implement, and manage investment tools, resources, and best practices used in connection with portfolio and manager research and tracking
**Core Skills:**
+ Ability to lead and mentor Investment Analysts and Interns within IMD
+ Strong written and verbal communication skills, with the ability to prepare and deliver reports and presentations to both internal and external stakeholders.
+ Proven ability to manage and prioritize multiple investment-related projects simultaneously.
+ Strong teamwork skills with the ability to collaborate effectively with cross-functional teams and external partners.
+ High level of accuracy and attention to detail in all aspects of investment analysis and reporting. Clear and effective written and verbal communication skills with strong attention to detail; willingness to work collaboratively in a team-oriented environment to achieve shared goals
+ An ability to thrive in an entrepreneurial team environment, a proven ability to work independently and under pressure, a high degree of judgment, intellectual curiosity, and integrity
**Additional Information:**
+ Work Schedule: Hybrid
+ Location: 633 Third Avenue, NYC. Some domestic and/or international travel may be required.
**How to Apply:**
Please submit your resume and a cover letter detailing your interest in this opportunity. We look forward to reviewing your application!
**Helpful Links** :
MSK Compensation Philosophy ( Our Great Benefits Offerings
#LI-POST
#LI-HYBRID
Pay Range: $49,200.00 - 246,300.00
FSLA Status: Exempt
**Closing** :
At MSK, we believe in fair, competitive pay that reflects your job, experience, and skills.
MSK is an equal opportunity and affirmative action employer committed to diversity and inclusion in all aspects of recruiting and employment. All qualified individuals are encouraged to apply and will receive consideration without regard to race, color, gender, gender identity or expression, sexual orientation, national origin, age, religion, creed, disability, veteran status or any other factor which cannot lawfully be used as a basis for an employment decision.
Federal law requires employers to provide reasonable accommodation to qualified individuals with disabilities. Please tell us if you require a reasonable accommodation to apply for a job or to perform your job. Examples of reasonable accommodation include making a change to the application process or work procedures, providing documents in an alternate format, using a sign language interpreter, or using specialized equipment.

Our client, a reputable financial institution, is seeking a highly analytical Senior Financial Analyst to join their Investment Strategy division in **Salt Lake City, Utah, US**. This role is instrumental in supporting strategic investment decisions through rigorous financial modeling, market analysis, and performance evaluation. The ideal candidate will possess a strong command of financial principles, exceptional quantitative skills, and a deep understanding of capital markets. You will be responsible for conducting in-depth research on investment opportunities, assessing risk, and preparing comprehensive financial reports and presentations for senior management and clients. This position offers a challenging and rewarding career path within the dynamic banking and finance sector. Your contributions will directly impact the firm's investment portfolio and overall financial performance.

Key responsibilities include:

• Developing sophisticated financial models to evaluate investment performance and forecast future outcomes.
• Conducting detailed market research and competitive analysis for various asset classes.
• Assessing the financial feasibility and risk profile of potential investments.
• Preparing investment recommendations and strategic proposals.
• Monitoring and analyzing portfolio performance against benchmarks.
• Collaborating with portfolio managers and investment teams on strategic initiatives.
• Ensuring compliance with financial regulations and reporting standards.
• Generating regular financial reports and presentations for executive leadership.
• Identifying trends and opportunities for portfolio optimization.
• Staying current with economic indicators and market developments.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related quantitative field.
• Minimum of 5 years of experience in financial analysis, investment banking, or asset management.
• CFA charterholder or progress towards CFA designation is highly desirable.
• Proficiency in financial modeling, valuation techniques, and statistical analysis.
• Advanced skills in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Strong analytical, problem-solving, and critical thinking abilities.
• Excellent written and verbal communication skills.
• Ability to work effectively in a fast-paced, deadline-driven environment.

This is an excellent opportunity to advance your finance career and make a significant impact within a leading financial services organization.

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover whats possible with LPL Financial.

Job Overview:

The Advisory Platforms team within LPLs Wealth Management group is responsible for delivering a highly competitive suite of managed account advisory programs. The teams goal from an investment platform management perspective is to deliver a world class suite of investment programs to our advisors and investors while providing an appropriate return on investment for the firm.

The Assistant Vice President, Investment Strategy and Product Innovation will be responsible for leading and executing our advisory platforms investment product and strategic positioning. This position requires significant experience leading advisory solutions, strong analytical skills, the ability to manage multiple bodies of rapidly evolving work simultaneously and creatively defining and executing plans to solve highly complex problems within a vertically integrated and dynamic organization. A successful candidate will demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of communicating program strategy and direction to executive leadership.

Responsibilities:

• Develop and execute strategic initiatives to enhance market positioning and competitive advantage.

• Conduct market research and competitive analysis to identify trends, opportunities, and risks.

• Define value propositions and messaging that align with business goals and resonate with target audiences.

• Collaborate with senior leadership and cross-functional teams to ensure alignment on strategy execution.

• Create strategic frameworks for decision-making, resource allocation, and long-term business growth.

• Monitor industry dynamics and adjust positioning strategies to stay ahead of market shifts.

• Manage the LPL Advisory product shelf, including existing model portfolios, SMAs, and new options like alternative investments

• Lead managed account investment product development (tax advantaged strategies, alternative investments, structured products, HNW solutions)

• Lead efforts to enable advisors to seamlessly access and utilize client investment solution data and information to communicate achievement of investment portfolio performance and accomplishments relative to client/investor goals and objectives.

• Understand dynamics of advisor experience with LPL managed account platforms and how be to design and structure advisor-facing technology to enable a world class investment experience

• Drive thought leadership around evolving wealth technology landscape and utilization of innovative technology to enable advisors to deliver an enhanced investment solution experience

• Develop insightful presentations and reports to communicate strategy recommendations.

• Evaluate the impact of strategy initiatives through performance metrics and data driven analysis.

• Craft compelling, high-impact presentation decks that clearly articulate complex problems, strategic context, and proposed solutions using storytelling techniques to align cross-functional teams and leadership.

• Present strategic insights and solution recommendations to executive stakeholders with clarity and confidence, driving alignment and informed decision-making.

• Ideate on leads, proposing innovative, scalable approaches grounded in user needs and business goals, and facilitating workshops to foster collaboration and creativity.

What are we looking for?

Were looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 5+ years business experience (strategy, competitive intelligence, investment products)

• Progress towards or ambition to pursue an advanced designation

• Experience in executive level deck creation and story telling (PowerPoint)

Core Competencies :

• Ability to take a problem and identify and recruit partners in relevant areas of the firm to prioritize, and implement solutions in a timely fashion

• Ability to provide thought-leadership analysis to frame and plan enhancements to the advisory experience

• Ability to prioritize product features and guide development solutions to achieve the key short-term and long-term goals indicated in the overall platform strategy

• Ability to lead the implementation of new offerings through participation in and evaluation of prototypes and pilots

• Ability to support the planning, growth and monetization of the advisory platforms business

• Ability to track and evaluate the success and impact of new strategies

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues

• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives

• Entrepreneurial perspective, self-starter, ability to work independently

• Exceptional problem solving and critical thinking skills

• Forward thinking and innovative

• Project management / multi-tasking skills across different projects

• Results oriented and outcome based

Preferences:

• Background in financial services, investment products, strategy, or competitive intelligence

• MBA

Pay Range:

$114,225-$190,375/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nations leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning lifes aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.com em

What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. What if you could have access to cutting-edge resources, a collaborative environment, and the freedom to make an impact? If you're ready to take the next step, discover whats possible with LPL Financial.

Job Overview:

The Advisory Platforms team within LPLs Wealth Management group is responsible for delivering a highly competitive suite of managed account advisory programs. The teams goal from an investment platform management perspective is to deliver a world class suite of investment programs to our advisors and investors while providing an appropriate return on investment for the firm.

The Assistant Vice President, Investment Strategy and Product Innovation will be responsible for leading and executing our advisory platforms investment product and strategic positioning. This position requires significant experience leading advisory solutions, strong analytical skills, the ability to manage multiple bodies of rapidly evolving work simultaneously and creatively defining and executing plans to solve highly complex problems within a vertically integrated and dynamic organization. A successful candidate will demonstrate strategic and creative thinking skills, a strong ability to turn analytics into compelling insights, and be capable of communicating program strategy and direction to executive leadership.

Responsibilities:

• Develop and execute strategic initiatives to enhance market positioning and competitive advantage.

• Conduct market research and competitive analysis to identify trends, opportunities, and risks.

• Define value propositions and messaging that align with business goals and resonate with target audiences.

• Collaborate with senior leadership and cross-functional teams to ensure alignment on strategy execution.

• Create strategic frameworks for decision-making, resource allocation, and long-term business growth.

• Monitor industry dynamics and adjust positioning strategies to stay ahead of market shifts.

• Manage the LPL Advisory product shelf, including existing model portfolios, SMAs, and new options like alternative investments

• Lead managed account investment product development (tax advantaged strategies, alternative investments, structured products, HNW solutions)

• Lead efforts to enable advisors to seamlessly access and utilize client investment solution data and information to communicate achievement of investment portfolio performance and accomplishments relative to client/investor goals and objectives.

• Understand dynamics of advisor experience with LPL managed account platforms and how be to design and structure advisor-facing technology to enable a world class investment experience

• Drive thought leadership around evolving wealth technology landscape and utilization of innovative technology to enable advisors to deliver an enhanced investment solution experience

• Develop insightful presentations and reports to communicate strategy recommendations.

• Evaluate the impact of strategy initiatives through performance metrics and data driven analysis.

• Craft compelling, high-impact presentation decks that clearly articulate complex problems, strategic context, and proposed solutions using storytelling techniques to align cross-functional teams and leadership.

• Present strategic insights and solution recommendations to executive stakeholders with clarity and confidence, driving alignment and informed decision-making.

• Ideate on leads, proposing innovative, scalable approaches grounded in user needs and business goals, and facilitating workshops to foster collaboration and creativity.

What are we looking for?

Were looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness , act with integrity , and are driven to help our clients succeed . We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.

Requirements:

• 5+ years business experience (strategy, competitive intelligence, investment products)

• Progress towards or ambition to pursue an advanced designation

• Experience in executive level deck creation and story telling (PowerPoint)

Core Competencies :

• Ability to take a problem and identify and recruit partners in relevant areas of the firm to prioritize, and implement solutions in a timely fashion

• Ability to provide thought-leadership analysis to frame and plan enhancements to the advisory experience

• Ability to prioritize product features and guide development solutions to achieve the key short-term and long-term goals indicated in the overall platform strategy

• Ability to lead the implementation of new offerings through participation in and evaluation of prototypes and pilots

• Ability to support the planning, growth and monetization of the advisory platforms business

• Ability to track and evaluate the success and impact of new strategies

• Strong communication skills, both written and oral, with the ability to present materials to the highest levels in the organization, and the ability to frame complex issues

• Strong analytical skills with a demonstrated ability to evaluate business opportunities within the context of a larger organization and its objectives

• Entrepreneurial perspective, self-starter, ability to work independently

• Exceptional problem solving and critical thinking skills

• Forward thinking and innovative

• Project management / multi-tasking skills across different projects

• Results oriented and outcome based

Preferences:

• Background in financial services, investment products, strategy, or competitive intelligence

• MBA

Pay Range:

$114,225-$190,375/year
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!

Company Overview:

LPL Financial Holdings Inc. (Nasdaq: LPLA) was founded on the principle that the firm should work for advisors and institutions, and not the other way around. Today, LPL is a leader in the markets we serve, serving more than 23,000 financial advisors, including advisors at approximately 1,000 institutions and at approximately 580 registered investment advisor (RIA) firms nationwide. We are steadfast in our commitment to the advisor-mediated model and the belief that Americans deserve access to personalized guidance from a financial professional.

At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.

Join LPL Financial: Where Your Potential Meets Opportunity

At LPL Financial, we believe that everyone deserves objective financial guidance. As the nations leading independent broker-dealer, we offer an integrated platform of cutting-edge technology, brokerage, and investment advisor services.

Why LPL?

• Innovative Environment: We foster creativity and growth, providing a supportive and responsive leadership team. Learn more about our leadership team here!

• Limitless Career Potential: Your career at LPL has no limits, only amazing potential. Learn more about our careers here!

• Unified Mission: We are one team on one missiontaking care of our advisors so they can take care of their clients. Learn more about our mission and values here!

• Impactful Work: Our size is just right for you to make a real impact. Learn more here!

• Commitment to Equality: We support workplace equality and embrace diverse perspectives and backgrounds. Learn more here!

• Community Focus: We care for our communities and encourage our employees to do the same. Learn more here!

• Benefits and Total Rewards: Our Total Rewards package goes beyond just compensation and insurance. It includes a mix of traditional and unique benefits, perks, and resources designed to enhance your life both at work and at home. Learn more here!

Join the LPL team and help us make a difference by turning lifes aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.

Information on Interviews:

LPL will only communicate with a job applicant directly from an@lplfinancial.com em

Amazons Bold AI Investment Strategy Unveiled by CEO Andy Jassy

Amazons CEO announces a $75 billion investment in AI to drive growth.

Amazon CEO Andy Jassy recently highlighted the companys commitment to aggressive investment in artificial intelligence (AI) during a call with analysts. He outlined the exciting opportunities that AI presents for Amazon and emphasized the companys plan to allocate a significant budget towards this initiative. With expectations of spending $75 billion on capital expenditures this year and even more in 2025, most of this investment will focus on the Amazon Web Services (AWS) cloud unit. Jassy believes that generative AI offers a unique opportunity for substantial returns, akin to a once-in-a-lifetime chance in the tech landscape.

• Amazons AI services, including Bedrock and its AI chips, are projected to generate multi-billion dollar revenues this year.
• The growth rate of Amazons AI business is reportedly three times faster than AWSs early growth.
• Jassy noted that AWSs in-house AI chips, despite facing competition from Nvidia, are cheaper and increasingly attractive to customers.
• Strong demand for these AI chips has led AWS to request increased production from manufacturing partners.

Significance of the Investment

This strategic focus on AI is crucial for Amazon as it positions itself in a rapidly evolving tech landscape. The companys ability to harness AI could enhance its cloud services and overall market competitiveness. By investing heavily in AI, Amazon aims to boost its revenue and provide cost-effective solutions for customers. This strategy could reshape the future of cloud computing and solidify Amazons leadership in the AI sector.

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In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.
As an Analyst on the Commercial & Investment Bank Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications. Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs. The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee. The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services. These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.
**Job responsibilities** :
+ Apply structured problem-solving and design thinking to address top strategic priorities
+ Develop innovative solutions to transform the business model and product offering
+ Support multiple project work streams
**Required qualifications, capabilities, and skills:**
+ At least 1 year of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
+ Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
+ Strong client management and executive-level communication skills
+ Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
**Preferred qualifications, capabilities, and skills:**
+ Experience in financial services industry
+ MBA or an advanced business degree from a top-tier program
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $99,750.00 - $105,000.00 / year

In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.
As an Associate on the Commercial & Investment Bank Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications. Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.
Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs. The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee. The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services. These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.
Job responsibilities:
+ Apply structured problem-solving and design thinking to address top strategic priorities
+ Develop innovative solutions to transform the business model and product offering
+ Support multiple project work stream
Required qualifications, capabilities, and skills:
+ 3 years of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
+ Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
+ Strong client management and executive-level communication skills
+ Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership
Preferred qualifications, capabilities, and skills:
+ Experience in financial services industry
+ MBA or an advanced business degree from a top-tier program
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans
**Base Pay/Salary**
New York,NY $109,250.00 - $115,000.00 / year

In this role you will have the exciting opportunity to support a portfolio of strategic initiatives that address critical challenges to the firm.

As an Analyst on the Commercial & Investment Bank Strategy team, you will support mission-critical projects, including but not limited to: assessing growth opportunities strategies - geographic, industry or product, putting together strategic roadmaps by identifying unmet or emerging client needs, refining client segmentation and/or client coverage models, understanding emerging trends or new entrants, assessing operating models, including redesign or automation, and supporting the creation of CEO-level executive communications. Projects are typically team-based and include close collaboration with the Commercial & Investment Banking Operating Committee and senior executives.

Our team comes from top strategy consulting firms, investment banks, and leading undergraduate and graduate programs. The Head of Strategy is responsible for defining the overall strategic direction of the business, reports directly to the Commercial & Investment Banking CEO, and is a member of the Commercial & Investment Banking Operating Committee. The Commercial & Investment Bank comprises Global Banking (combining the Commercial, Corporate, and Investment Bank), Payments, Markets, and Securities Services. These businesses offer lending, payments, investment banking, market-making, financing, custody and securities products and services to a global base of corporate and institutional clients.

Job responsibilities :

• Apply structured problem-solving and design thinking to address top strategic priorities
• Develop innovative solutions to transform the business model and product offering
• Support multiple project work streams

Required qualifications, capabilities, and skills:

• At least 1 year of experience with a premier strategy consulting firm or an internal strategy consulting / corporate strategy team
• Demonstrated experience with consulting toolkit / broad range of analytical tools and problem-solving approaches
• Strong client management and executive-level communication skills
• Track record of demonstrating a high level of personal initiative, setting and achieving challenging goals, and demonstrating entrepreneurial leadership

Preferred qualifications, capabilities, and skills:

• Experience in financial services industry
• MBA or an advanced business degree from a top-tier program

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

Base Pay/Salary
New York,NY $99,750.00 - $105,000.00 / year