Lido Advisors, LLC

General

• Administer trusts in accordance with applicable laws, regulations, fiduciary standards, and the terms of each governing instrument.
• Position the Nevada trust business for continued growth by supporting business development, enhancing market presence, and expanding client relationships.
• Oversee the day-to-day administration of client relationships, including various trust, agency, and IRA accounts.
• Implement and maintain internal policies, procedures, and programs that support effective trust administration.
• Ensure compliance with fiduciary, legal, ERISA, IRS, and other applicable regulatory requirements.
• Represent the organization through active participation in relevant professional, industry, and community organizations and activities.
• Develop and enhance organizational capabilities that strengthen service delivery, operational effectiveness, and client outcomes.
• Oversee the review and analysis of complex estate planning documents, including the preparation of follow-up summaries for trustors and beneficiaries.
• Apply the provisions of the Nevada Probate Code governing trust administration and assess the tax implications of various trust structures.
• Meet with clients, advisors, and prospective clients regarding estate planning, tax matters, and financial considerations, and serve as the trust officer for designated client relationships.

Senior Trust Officer

Vice President

• Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
• Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
• Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
• CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
• Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
• Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

Vice President, Senior Wealth Manager

Account Manager

• 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

Vice President, Client Relationship Manager

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients
• Liaise with custodian partners and internal departments
• Assist with the preparation of alternative investment paperwork with high level of accuracy
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests
• Maintain detailed client records across firm relationship management systems
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings
• Adhere to firm’s control policies and procedures
• Regularly seek opportunities to engage with peers to collaborate on best practices

Client Relationship Manager

Client Services Representative

• Lead the Client Reporting Advisor Support team within the Operations department.
• Responsible for day-to-day management of a team of Advisor Support Associates.
• Ensure team meets service-level expectations and maintains high response quality.
• Handle support items and escalations as a hands-on contributor.
• Manage a team of 3 Advisor Support Associates, including coaching and performance management.
• Personally field and resolve advisor support items alongside the team.
• Oversee advisor team support items ensuring SLAs are consistently met.
• Uphold quality standards for advisor-facing communication.
• Serve as the escalation point for complex support items.
• Develop and standardize new support workflows and refine processes.

Vice President, Client Reporting Support Manager

• Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million
• Consult and develop financial plans and wealth management strategies based on client's financial and investment goals
• Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios
• Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.)
• Meet with clients on an ongoing basis to review changes to their financial and personal situation
• Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website
• Work alongside the marketing team to have articles published
• Effectively source business prospects and employ member acquisition techniques
• Assist in data gathering in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Other duties as assigned

Senior Associate, Advanced Wealth Planning

• Manage estate settlement and trust administration, including inventory and collection of trust assets; research and coordinate payment of debts and taxes; process beneficiary distributions; prepare required estate notices in accordance with applicable state law; and coordinate the preparation of all required income and estate tax filings.
• Oversee the management and/or disposition of trust-owned personal and real estate property.
• Support new account onboarding, including account setup and asset transfer follow-up.
• Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts.
• Participate in day-to-day activities related to managing and mitigating risk within probate and trust accounts; ensure compliance with governing documents, Trust Company policies and procedures, and applicable state and federal banking regulations.
• Maintain high levels of client service through timely research and responsiveness to trust beneficiaries, clients, and their centers of influence.
• Read and interpret complex trust instruments; make informed decisions based on knowledge and research.
• Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or relevant committees.
• Provide proactive client service, including periodic reviews of clients’ financial and estate planning goals and objectives.
• Maintain current knowledge of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning.
• Participate in business development efforts with existing and prospective clients.
• Engage with local community and professional organizations (e.g., bar associations, estate planning, wealth management, and fiduciary groups) to enhance the Trust Company’s professional presence.
• Participate in special projects as needed.

Trust Officer

• Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries.
• Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client.
• Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner.
• Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner.
• Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.

SVP, Advanced Wealth Planning

Platform Engineer

• Own the end-to-end architecture, hands-on development, and ongoing evolution of core platform capabilities
• Partner with and support the Data Platform team on data-domain and AI-driven applications that they own
• Own and evolve the platform’s CI/CD infrastructure, pipelines, and deployment tooling
• Build and lead strong cross-functional partnerships with technology teams to align platform strategy
• Drive platform modernization while maintaining security, compliance, auditability, and resilience
• Establish engineering best practices, CI/CD pipelines, observability, and platform governance

Senior Trust Officer

Vice President, Senior Wealth Manager

Vice President, Client Relationship Manager

Vice President, Client Relationship Manager

Client Relationship Manager

Vice President, Client Reporting Support Manager

Senior Associate, Advanced Wealth Planning

Trust Officer

Client Relationship Manager

Vice President, Client Relationship Manager

SVP, Advanced Wealth Planning

Head of Platform Engineering