Vice President, Wealth Manager (CRM)

Vice President, Wealth Manager (CRM)

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Vice President, Wealth Manager (CRM). The Vice President, Wealth Manager ("CRM", Client Relationship Manager) is responsible for providing the highest level of wealth management services to Lido's clients. Working hand in glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Wealth Manager (CRM) will directly support the Senior Wealth Manager's existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.

Lido's clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manager.

Duties and Responsibilities

• Serve as a main point of contact for the Senior Wealth Manager's client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
• Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
• Coordinate the deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by the Senior Wealth Manager
• Address client cash management needs to ensure sufficient funds are available to meet investment requirements
• Maintain an in-depth knowledge of the firm's investment strategies and ensure adherence to allocation and compliance policies
• Set prospective and existing client appointments for the Senior Wealth Manager
• Log call/meeting notes and track the completion of daily tasks in the firm's relationship management system
• Prepare reports and materials for client reviews
• Travel for client meetings, as needed

Requirements

• Bachelor's degree required
• 2+ years of experience in the wealth management industry or related field
• Series 65 or 66 is required or must be attained within the timeframe determined by manager. CFP registrants are exempt from this requirement.
• The ideal candidate is a self-starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow up skills, and has superior communication skills. Excellent written and verbal communication is a must.
• Ability to think ahead and solve for future roadblocks.
• Strong experience with Microsoft Excel. Familiarity with Microsoft Office systems and Salesforce is a plus.

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.