Lido Advisors, LLC este o companie de administrare a averii care oferă servicii persoanelor cu avere netă ridicată, antreprenorilor, organizațiilor caritabile și personalităților din mass-media, printr-o abordare personalizată de tip family office. Fondată în 1999, compania combină planificarea financiară, gestionarea investițiilor și coordonarea strategică a planificării fiscale și succesorale pentru a-i ajuta pe clienți să își protejeze, să își crească și să își păstreze averea. Lido administrează active în valoare de peste 20 de miliarde de dolari și colaborează cu profesioniști juridici și fiscali afiliați atunci când clienții au nevoie de servicii care depășesc oferta proprie. Cu o echipă de 201–500 de angajați și 33 de birouri în Statele Unite, Lido Advisors oferă diverse oportunități în administrarea averilor private, finanțe, consultanță și servicii conexe.
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.
Descriere
- 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
Cerințe
- 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
Beneficii
- Flexible work environment
- Support for personal and professional development
- A culture centered on supporting colleagues, communities, and clients