Vice President, Client Relationship Manager

🕒 June 23

🇺🇸 United States – Remote

⏰ Full Time

🔴 Lead

💰 Account Manager

👻 Ghost score 42%

What it means: how likely this posting is sitting open without active hiring.How to read it: 60% or higher means we think this is a ghost. Lower scores are less of a worry.How we score it: age, reposts, open roles vs team size, how fast jobs close, and whether pay is listed.Fine print: an estimate from public data, not a judgment of the company. Real jobs can score high, so treat it as a hint, not a fact.

Apply Now

Find Similar Remote Jobs

Set Up Email Alert For New Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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 • Anticipate client needs and address and resolve client questions or inquiries • Cultivate deep client relationships through superior client service and follow-up • Prepare information and presentations for prospective and existing client meetings • Collect financial, investment, and tax-related documents • Complete financial analyses and create presentation and proposal materials • Coordinate 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 for investment requirements • Maintain in-depth knowledge of the firm’s investment strategies and adhere to allocation and compliance policies • Set prospective and existing client appointments for the Senior Wealth Manager • Log call and meeting notes and track daily task completion in the 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 • Personal and professional growth support • Culture of supporting each other, communities, and clients