Role overview

Qualifications

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

Responsibilities

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

Key facts

Remote from: United States
Full time
Expert & Leadership (>10 years)
CRM Manager
English

Hard skills

Customer Relationship Management Wealth Management Financial Analysis Client Services Tax Consulting Presentation Training Portfolio Management

Other skills

Analytical Thinking
Detail Oriented
Communication
Problem Solving
Teamwork

About the company

Lido Advisors, LLC

Investment Advisory & Wealth Management

Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family. In 1999, we established our family office style approach with a mission to bring a similar holistic vision, multidisciplinary support, and advanced wealth management to high-net-worth and ultra-high-net-worth clients and families. Since our founding as a Registered Investment Advisor, we have steadily evolved our robust in-house investment platform to provide sophisticated customized strategies and pooled investments, advanced options and alternative investments, as well as private equity, private debt, and other specialized opportunities. Our services include in-house and affiliated financial planning, tax consulting, and trust professionals to help clients maximize and protect their legacies. Today, we are enjoying rapid growth in RUAM and clients, and have appeared in publications such as Forbes, Financial Advisor, and Barron’s, as well as on CSNBC and other financial market media. Lido is headquartered in Los Angeles, California, with offices throughout the United States as we strategically expand our reach. We have an entrepreneurial, strong growth culture and proactive strategic partnerships driving our impressive year-over-year CAGR. Lido is not a legal service provider or tax professional and does not offer legal or tax advice. Should you desire to obtain tax or legal services or advice, you must enter into your own, independent engagement agreement with a licensed attorney or tax professional.

Company details

IndustryInvestment Advisory & Wealth Management

Company size201 - 500

Links

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Job description

Description

The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Duties and Responsibilities

- 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

We are an equal opportunity employer. All applicants will be considered for employment 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. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

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