Vice President, Client Reporting Support Manager

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Lido Advisors, LLC

WebsiteLinkedInAll Job Openings

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

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.

📋 Description

• Lead the Client Reporting Advisor Support team within the Operations department. • Responsible for day-to-day management of a team of Advisor Support Associates. • Ensure team meets service-level expectations and maintains high response quality. • Handle support items and escalations as a hands-on contributor. • Manage a team of 3 Advisor Support Associates, including coaching and performance management. • Personally field and resolve advisor support items alongside the team. • Oversee advisor team support items ensuring SLAs are consistently met. • Uphold quality standards for advisor-facing communication. • Serve as the escalation point for complex support items. • Develop and standardize new support workflows and refine processes.

🎯 Requirements

• Experience leading a user support team, specifically a team built to support an RIA's Addepar implementation, is required. • 3–6+ years of experience in client service, advisor support, or wealth management operations, including direct people management experience. • Deep hands-on knowledge of Addepar, including reporting workflows, common data and platform issues, and advisor-facing use cases. • Willingness and ability to work as an individual contributor on support items and escalations, not solely in an oversight capacity. • Demonstrated ability to manage SLAs and hold a team accountable to consistent, high-quality service standards. • Experience handling escalations involving sensitive or complex client and advisor situations with sound judgment. • Track record of building, documenting, and improving operational workflows and support processes. • Excellent written and verbal communication skills, with the ability to translate technical concepts for non-technical audiences. • Comfortable operating and managing in a distributed team environment.

🏖️ Benefits

• Equal opportunity employer • Consideration without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law.