Latest Jobs at Lido Advisors, LLC

Lido Advisors, LLC
Lido Advisors, LLC
3 Jobs Indexed
Founded In 1999
201 – 500 Employees
ConsultingFinanceInsurance
Lido Advisors, LLC is a wealth management firm serving high-net-worth individuals, entrepreneurs, charities, and media personalities through a personalized family office approach. Founded in 1999, the company combines financial planning, investment management, and strategic tax and estate planning coordination to help clients protect, grow, and preserve their wealth. Lido manages more than $20 billion in assets and works with affiliated legal and tax professionals when clients need services beyond its own offering. With a team of 201–500 employees and 33 offices across the United States, Lido Advisors provides a range of opportunities within private wealth management, finance, consulting, and related services.

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Lido Advisors, LLC

Vice President Business Intelligence Engineer at Lido Advisors (Remote)

Lido Advisors, LLC
201 – 500 Employees
ConsultingFinanceInsurance

Lead Salesforce CRM analytics, business intelligence reporting, and predictive modeling for data-driven wealth management decisions at Lido Advisors. Partner with stakeholders to deliver governed, actionable insights across sales, operations, and client analysis.

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