LPL Financial is looking for a senior wholesaler and external practice management consultant.
According to the
Linkedin posting, will work in LPL subsidiary
Fortigent. The executive’s ultimate objective is “is to increase asset flow into Fortigent's fee-based managed models.”
Reporting to Fortigent’s head of model management, the executive will drive asset growth in fee-based programs managed by Fortigent as a Strategist, including:
ETF and mutual fund models on LPL's Model Wealth Platform
ETF and mutual fund models on Fortigent's TAMP
Hedge fund feeder models on various platforms, including MWP and the Fortigent TAMP
Moreover, the executive “will develop relationships with platform gatekeepers inside various entities that represent meaningful distribution opportunities for the Fortigent models, including AXA and banking and financial institution clients of Concord.”
More information about the job is accessible
here.
 
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