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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.
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Vice President, Client Relationship Manager – Lido Advisors (Hybrid, Century City)

Manage client relationships, financial analyses, trades, and investment activity for Lido Advisors’ wealth-management clients. This hybrid Century City position supports a Senior Wealth Manager.

USUnited StatesCACalifornia
$90,000 – $110,000 / year
HybridFull-timeLeadEnglish RequiredAccount ManagerSales

Description

  • Act as the primary contact for the Senior Wealth Manager’s client portfolio
  • Anticipate client needs and resolve questions with timely, thoughtful responses
  • Strengthen client relationships through responsive service and consistent follow-up
  • Develop meeting information and presentations for prospective and existing clients
  • Gather financial, investment, and tax documentation
  • Perform financial analyses and prepare proposal and presentation materials
  • Coordinate investment funding for new allocations and portfolio rebalancing
  • Execute and reconcile trades under the Senior Wealth Manager’s direction
  • Support clients with cash management needs
  • Stay current on investment strategies while following allocation and compliance policies
  • Arrange appointments with prospective and existing clients
  • Record calls, meeting notes, and daily tasks in the relationship management system
  • Create reports and materials for client review meetings
  • Travel to client meetings when required

Requirements

  • Bachelor’s degree
  • At least two years of experience in wealth management or a related field
  • At least two years of experience in a client-facing role
  • At least two years of current, consecutive IAR registration
  • Series 65 or equivalent, either already held or obtained within the manager’s specified timeframe; CFP® registrants are exempt
  • Demonstrated initiative, self-direction, and ability to collaborate as part of a team
  • Strong knowledge of investments
  • Consistent and effective follow-up skills
  • Excellent written and verbal communication
  • Experience using Microsoft Excel

Benefits

  • Flexible work environment
  • Support for personal and professional development
  • A culture centered on supporting colleagues, communities, and clients

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