Senior Vice President – Advisor Marketing

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November 14

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Lido Advisors, LLC

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Finance • B2C

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.

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

📋 Description

• Lead the creation and ongoing optimization of a national advisor marketing platform that provides scalable tools, templates, and programs for advisor growth. • Oversee advisor marketing operations across both proactive (strategic initiatives, enablement, and planning) and reactive (ticket/request system) support tracks. • Partner with the Head of Brand/Corporate Marketing and the Head of Digital to align firmwide messaging, creative execution, and marketing infrastructure. • Streamline regional and advisor marketing initiatives, including events, sponsorships, newsletters, and social media, ensuring consistency with brand standards. • Collaborate with Sales and Advisory leadership to connect marketing activities to measurable business outcomes such as client retention, referrals, and AUM growth. • Provide targeted marketing support and coordination for specialty business units such as Tax and Trust & Estate as secondary priorities. • Establish metrics and reporting frameworks that demonstrate the impact of advisor marketing on practice growth and client engagement. • Lead and mentor a small, high-performing team of marketing professionals focused on scalability, collaboration, and accountability.

🎯 Requirements

• Bachelor’s degree required; advanced degree or marketing certification preferred. • Minimum of 10 years of marketing experience, with at least 5 years in a leadership role within wealth management, financial services, or an advisor-driven business model. • Proven success designing and scaling marketing programs or platforms for distributed advisor or field organizations. • Deep understanding of advisor marketing, client communication, and business development within a regulated industry. • Strong leadership skills with experience managing teams, vendors, and cross-functional initiatives. • Excellent organizational, communication, and relationship-building skills. • Ability to balance strategic thinking with hands-on execution in a dynamic, fast-paced environment.

🏖️ Benefits

• flexible work environment • supports personal and professional growth • embraces a culture of collaboration, innovation, and excellence