Wealth Management Team Lead - Client Relationships
Lido Advisors
Lido Advisors, LLC, a wealth management firm in Chicago, is seeking a Team Lead, Client Relationship Manager to support Advisory teams in all aspects of wealth management. This role reports to the Director, Co-Head of Client Relationship Management. The candidate will lead a team of Associates, promote best practices, evaluate performance, and drive growth with a culture of collaboration and client focus. Equal opportunity employer with competitive compensation. #J-18808-Ljbffr Lido Advisors
$85k - $110k
Description Lido Advisors, LLC, an established and expanding wealth management firm is looking for a Team Lead, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. The Team Lead will report directly...SuggestedLocal areaImmediate startFlexible hours- JPMorganChase Wealth Management is dedicated to helping investors achieve long-term financial goals through the Chase Wealth Management... ...across nearly 5,000 locations.As a Vice President, Client Safeguarding Team Lead, you will lead a specialized front-line escalation team...SuggestedWork experience placementMonday to Friday
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...StreetJob Family Group:Wealth Sales &... ...Net Worth (HNW/UHNW) clients to help meet their long... ...planning professionals and Relationship Managers (Private Bankers, Investment... ...of a client strategy team to facilitate the desired... ...varying scope and type; leads or participates in a...Full timeContract workPart timeLocal area- ...is seeking a skilled professional to lead tailored tax advice and compliance solutions for private clients. The ideal candidate will have over... ..., you will guide tax professionals, manage complex client relationships, and support wealth transfer and planning strategies. A...
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...searches for senior advisors across financial services. You will work closely with high-impact clients and candidates, driving meaningful relationships within the wealth management ecosystem. This role offers a base salary of $90,000-$110,000 with full-desk ownership and...$137.4k - $233.6k
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We’re building a relationship-oriented bank for the... ...’s right for our clients.At CIBC, we... ...empowered at work. Our team members have what... ...doingThe Private Wealth Audit team provides... ...the Private Wealth Management portfolio, including... ...this role, you'll lead complex audits,...Full timeRemote workShift work2 days per week$74k - $138k
Provides specialized wealth planning for High Net Worth... ...Net Worth (HNW/UHNW) clients to help meet their... ...planning professionals and Relationship Managers (Private Bankers,... ...of a client strategy team to facilitate the desired... ...scope and type; leads or participates in a variety...Part timeLocal area$117k - $175k
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