Vice President, Client Relationship Manager

🕒 June 23

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💼 Consulting

🛡️ Insurance

💸 Finance

Consulting • Insurance • Finance

Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.

📋 Description

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up • Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings • Coordinate the deployment of investments for new client allocations and portfolio rebalances • Execute and reconcile trades as directed by the Senior Wealth Manager • Address client cash management needs to ensure sufficient funds are available to meet investment requirements • Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies • Set prospective and existing client appointments for the Senior Wealth Manager • Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system • Prepare reports and materials for client reviews

🎯 Requirements

• Bachelor’s degree • 2+ years of experience in the wealth management industry or related field • 2+ years of experience in a client-facing capacity • CFP

🏖️ Benefits

• Flexible work environment • Supports personal and professional growth • Culture of supporting each other, our communities, and our clients