Lido Advisors, LLC
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.
Senior Associate, Client Relationship Manager
🕒 March 31
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Lido Advisors, LLC
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
• Cultivate and enhance new and existing relationships with active communication with clients • Prepare for client meetings by collecting financial information and creating presentation materials • Coordinate the deployment of investments for client allocations and portfolio rebalances • Maintain and track prospect and client engagement in the relationship management system • Act as subject matter experts for all client service-related processes • Review and facilitate resolution of client inquiries and operational items • Manage the onboarding of new client accounts
🎯 Requirements
• Bachelor’s degree • Series 65 or 66 required or must be attained • Minimum of 3 years serving wealth management clients or other relevant industry experience • Strong attention to detail • Exceptional interpersonal and client service skills • Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
🏖️ Benefits
• Flexible work environment • Supports personal and professional growth
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