Lido Advisors, LLC
Lido Advisors, LLC
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.

Vice President Business Intelligence Engineer at Lido Advisors (Remote)

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.

Description

  • Develop CRM analytics solutions for key stakeholders.
  • Use Salesforce CRM Analytics to extract, transform, and analyze data for business processes and decisions.
  • Build dashboards, reports, and visualizations with Salesforce Analytics and other BI tools.
  • Create predictive models that help Sales teams identify priority focus areas.
  • Partner with cross-functional teams to define data requirements and deliver tailored solutions.
  • Work with IT and business stakeholders to customize Salesforce workflows, automations, and integrations.
  • Clean, transform, and validate data to maintain accuracy and integrity.
  • Analyze customer information, sales performance, and market trends to produce actionable insights.
  • Apply data governance, compliance, and security practices within Salesforce.
  • Investigate data trends, patterns, and opportunities for improvement.
  • Present analytical findings clearly to stakeholders.
  • Handle ad hoc data requests and provide project-based analytical support.
  • Keep current with data analytics and visualization practices.
  • Develop and maintain interactive CRMA dashboards and reports using Snowflake integration.

Requirements

  • Bachelor’s degree in data science, information systems, business, or a related field.
  • At least five years of professional experience.
  • Demonstrated experience with CRMA, Salesforce, Agentforce, Data Cloud, or comparable Salesforce capabilities.
  • Working knowledge of Snowflake, dbt, API integrations, and data management methods.
  • Experience in revenue operations, including systems for business development and client analysis.
  • Strong SQL skills for querying, extracting, transforming, and analyzing data.
  • Familiarity with AI and predictive analytics in CRM platforms.
  • Strong problem-solving ability and skill in converting business needs into technical solutions.
  • Clear communication skills, including presenting insights and complex findings to nontechnical audiences.
  • Ability to work independently and collaboratively in a fast-paced, deadline-driven setting.
  • Proficiency with Salesforce Lightning, Salesforce Analytics, and data visualization tools.
  • Experience with analytics platforms such as CRM Analytics, Tableau, or Power BI.
  • Experience working with Snowflake data warehouses.
  • Experience with Slack, Slack Bot, Headless 360, SF Coworker, or similar tools.
  • Experience using AI tools such as Claude, ChatGPT, Copilot, and related integrations.
  • Knowledge of additional data analysis tools and programming languages, including Python or R.
  • Experience in wealth management or financial services.
  • Understanding of data governance and data security best practices.
  • Salesforce certifications such as Salesforce Administrator, Salesforce Business Analyst, or Salesforce CRM Analytics & Einstein Discovery Consultant are advantageous.

Benefits

  • Competitive compensation and benefits package.
  • Professional development and career growth opportunities.
  • Collaborative and inclusive workplace.
  • Flexible work arrangements.

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