Lido Advisors, LLC
Lido Advisors, LLC
201 – 500 Қызметкерлер
КонсалтингҚаржыСақтандыру
Lido Advisors, LLC — жоғары таза активтері бар жеке тұлғаларға, кәсіпкерлерге, қайырымдылық ұйымдарына және медиа саласының өкілдеріне жекелендірілген отбасылық кеңсе тәсілі арқылы қызмет көрсететін активтерді басқару компаниясы. 1999 жылы құрылған компания клиенттерге байлығын қорғауға, көбейтуге және сақтауға көмектесу үшін қаржылық жоспарлауды, инвестицияларды басқаруды және салық пен мұраны стратегиялық жоспарлау жөніндегі үйлестіруді біріктіреді. Lido 20 миллиард АҚШ долларынан астам активті басқарады және клиенттерге өз қызмет аясынан тыс қызметтер қажет болған жағдайда аффилирленген заң және салық мамандарымен жұмыс істейді. Америка Құрама Штаттарының аумағындағы 33 кеңседе жұмыс істейтін 201–500 қызметкері бар Lido Advisors жеке активтерді басқару, қаржы, консалтинг және байланысты қызметтер салаларында түрлі мүмкіндіктер ұсынады.

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.

Сипаттама

  • 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

Талаптар

  • 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

Артықшылықтар

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

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