Vest

✳️Jeff Chang, CFA just presented Buffer & Target Income Strategies to a full house at #LPLFocus ✳️ If you missed it, stop by Booth 2347 and ask Michael J. Capizzi, Kevin Sullivan, Andrew Torok, CFA, Samuel Moore, Spencer Organ, Andrew Moussa Brianna Fessler or Cameron Vona for a recap! #VestFinancial #TargetIncome #TargetOutcome #BufferETFs #riskmanagement #income LPL Financial

🚨Advisors at #LPLFocus: Don’t miss Jeff Chang, CFA TODAY at 1 PM in Room 1B.🚨 He’ll discuss the ins and outs of Buffer Strategies for #riskmanagement, and Target Income Strategies that seek consistent #income with growth. Details: https://lnkd.in/eKSW6EXV #TargetIncome #TargetOutcome #BufferETFs LPL Financial

🌴 Welcome to #LPLFocus!🌴 We're excited to meet you! Stop by Booth 2347 and chat with our team about our innovative Buffer and Target Income Strategies. Let’s explore how we can help you achieve your financial goals. 💼📈 #VestFinancial #BufferETFs #TargetIncome #TargetOutcome #RiskManagement LPL Financial  

🚨Heading to #LPLFocus?🚨 📅 Mark your calendar for Tuesday at 1 PM PT 🕐 Jeff Chang, CFA will discuss Buffer and Target Income ETFs, in Room 1B. #VestFinancial #riskmanagement #income #BufferETFs #TargetIncome #TargetOutcome LPL Financial

🌟 Vest will be in San Diego August 11-14 for #LPLFocus 🌟 Meet us at Booth 2347 to learn about our Target Outcome and Target Income Investments, designed to bring more certainty to your investment outcomes. See you there! #VestFinancial #TargetIncome #TargetOutcome #BufferETFs #riskmanagement #VisitSD LPL Financial

🚀 Business Development Manager (Remote) 🚀 Vest is revolutionizing asset management with over $35 billion assets under management across 200+ innovative derivatives-based investment products. We're now seeking several experienced Business Development Managers to join our team. Each Business Development Manager will be responsible for managing their own territory and working in conjunction with our firm partners to support the sale of Vest-managed exchange-traded funds (ETFs) and mutual funds to broker-dealers, wirehouses, and institutional clients. Ideal candidates are comfortable working in a fast-paced, startup-like environment. Vest is based in Northern Virginia. The candidates hired for this role may work remotely but must reside in the U.S. and be able to travel 50% or more. Ready to make an impact at a game-changing company? 👉Read the job description and apply: https://lnkd.in/g9aYaxXU #VestFinancial #Hiring #financialservices #assetmanagement #portfoliomanagement

🚀 Risk Manager - Portfolio Management (Remote) 🚀 Vest is revolutionizing asset management with over $35 billion assets under management across 200+ innovative derivatives-based investment products. Now, we're seeking a proactive and collaborative risk professional to join our team. The Risk Manager – Portfolio Management will work closely with the portfolio management and compliance teams to identify and mitigate risks across the entire portfolio management process. The ideal candidate is comfortable working in a fast-paced, startup-like environment. Vest is based in Northern Virginia. The candidate hired into this role may work remotely but must reside in the U.S. and work during East Coast business hours. Ready to make an impact at a game-changing company? 👉Read the job description and apply: https://lnkd.in/dykv9FEy #VestFinancial #Hiring #financialservices #riskmanagement #portfoliomanagement

🚀 Head of Retirement Distribution (Remote) 🚀 Vest is revolutionizing wealth management with over $30 billion assets under management across 190+ innovative investment products. Now, we're seeking an experienced Head of Retirement Distribution to lead our expansion into the retirement segment. In this pivotal role, you'll drive the distribution of our investment products and advisory services to DC/DB plans, pension plans, cash balance plans, and sub-advisory mandates. This is a remote position with the option to work from our Northern Virginia headquarters. Ready to make an impact at a game-changing company? 👉Apply: https://lnkd.in/d3F2M2sQ #Hiring #Retirement #financialservices #TargetOutcome

Vest was the first asset manager to offer the buffer strategy in a 40 Act fund.  “The founders of Vest, Karan Sood and Jeff Chang, CFA , were one of the few market participants back in 2011 who recognized that there was utility in FLEX options – it was a scarcely used product up until then, and Karan and Jeff realized that FLEX options could help them in executing their vision to bring the benefits of options, and delivering targeted payoffs and specifically hedging downside risk, to the masses within 40 Act funds," said Matt McFarland, senior vice president at Vest. #riskmanagement #hedging #TargetOutcome #VestFinancial #definedoutcome

Thank you to the EQDerivatives, Inc team for putting on the Global EQD conference in Las Vegas last week! I enjoyed speaking about the growth in covered call strategies with Jason Roelke, Jay Pestrichelli, Corey Hoffstein, and Gavin Filmore – and it was great to connect with some of our industry partners along with my colleague Sofia Paloka.