Lido Advisors, LLC

Manager

• 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

Senior Wealth Manager