Lido Advisors, LLC

Director

• Participate actively in investment committee meetings and decision-making processes.
• Effectively communicate program objectives and constraints to clients and advisors, ensuring a clear understanding of expectations.
• Develop and implement effective hedging and overlay strategies in collaboration with advisors.
• Serve as a key resource for advisors on Lido’s defined outcomes and concentrated stock programs.
• Contribute to the management and optimization of Lido’s defined outcome programs, concentrated stock programs, and private funds.
• Assist in the development of new options-based products to enhance our offerings.
• Provide regular updates and reports directly to the firm’s Chief Investment Officer.

Director – Options Strategist

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
• Travel for client meetings, as needed

Wealth Manager

Client Services Representative

• 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

Associate, Private Client Services

• Manage and lead the performance team, ensuring the reconciliation of valuation and transaction data from external custodians and third parties across a diverse range of financial products, including equity, fixed income, derivatives, and private investments.
• Investigate, research, and resolve performance management discrepancies by collaborating with relevant resources across product and functional teams.
• Proactively address account issues, taking a systematic and analytical approach to problem identification and resolution.
• Oversee the generation and delivery of reports and analyses, maintaining a commitment to providing exceptional client and advisor experience.
• Respond to escalated technical inquiries concerning client accounts and strategy performance statistics.
• Develop and implement frameworks and processes to ensure accuracy and integrity of performance-related data, covering valuation/transaction data, offline reporting, account profile data, security attributes, classifications, and indexes.
• Identify process breakdowns and propose solutions to drive simplification and effectiveness within the functional team, contributing to the continuous improvement of the operational processes.
• Collaborate with performance vendors, ensuring effective partnerships and maximizing the value of external relationships.

Director, Head of Client Reporting

• 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.

Senior Wealth 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.
• Travel for client meetings, as needed.

Marketing

• Lead the creation and ongoing optimization of a national advisor marketing platform that provides scalable tools, templates, and programs for advisor growth.
• Oversee advisor marketing operations across both proactive (strategic initiatives, enablement, and planning) and reactive (ticket/request system) support tracks.
• Partner with the Head of Brand/Corporate Marketing and the Head of Digital to align firmwide messaging, creative execution, and marketing infrastructure.
• Streamline regional and advisor marketing initiatives, including events, sponsorships, newsletters, and social media, ensuring consistency with brand standards.
• Collaborate with Sales and Advisory leadership to connect marketing activities to measurable business outcomes such as client retention, referrals, and AUM growth.
• Provide targeted marketing support and coordination for specialty business units such as Tax and Trust & Estate as secondary priorities.
• Establish metrics and reporting frameworks that demonstrate the impact of advisor marketing on practice growth and client engagement.
• Lead and mentor a small, high-performing team of marketing professionals focused on scalability, collaboration, and accountability.

Senior Vice President – Advisor Marketing

Digital Marketing

• Design end-to-end journeys, starting from personas and considering digital touch points across all media (video, audio, text, and physical engagement points) to deliver outstanding experiences that deliver high-quality leads to advisors
• Plan and execute all web-related strategies, including corporate sites and LinkedIn, optimizing for SEO and improving rankings
• Manage database marketing via Salesforce Marketing Cloud to build and design email campaigns targeted to prospects and existing clients, drive nurture campaigns, and plan and execute ABM, all in partnership with our advisory team
• Measure and report the performance of all digital marketing campaigns and assess against goals
• Leverage best-in-class tools and emerging technology to optimize results across media and platforms
• Identify ongoing conversion rate optimization opportunities
• Collaborate with internal team (e.g., graphic designer, content, technology) to create landing pages and optimize user experience; seek opportunities to engage with team leaders to collaborate on best practices

Vice President, Digital Marketing

• Serve as a main point of contact for the Senior Wealth Manager’s client base
• Anticipate client needs, address and resolve client questions or inquiries, and cultivate relationships through superior client service
• Prepare information and presentations for client meetings
• Coordinate investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by the Senior Wealth Manager
• Address client cash management needs
• Maintain knowledge of firm’s investment strategies
• Set appointments for the Senior Wealth Manager
• Log call/meeting notes and track tasks in relationship management system
• Prepare reports and materials for client reviews
• Travel for client meetings as needed

• Deliver personalized, comprehensive wealth strategies
• Build and manage long-term client relationships
• Collaborate with portfolio managers and investment professionals
• Work with junior team members to onboard and manage clients
• Lead investment deployments and manage portfolio rebalances
• Prepare and conduct regular portfolio review meetings
• Track prospect and client engagement in CRM
• Partner with Senior Wealth Advisors in presentations and business development
• Build referral networks and maintain product and policy knowledge