Lido Advisors, LLC

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.
• Travel for client meetings, as needed.

Vice President, Client Relationship Manager

• Manage onboarding of new client accounts
• Liaise with custodian partners and internal departments
• Assist with preparation of alternative investment paperwork
• Provide exceptional client service by responding to client requests
• Maintain detailed client records across firm relationship management systems
• Support team’s overall strategy by preparing reports

Associate, Client Relationship Manager

Business Development Rep

• Initiate daily contact with centers of influence upon receiving new referrals
• Gather comprehensive background information, document interactions accurately in Salesforce
• Coordinate introductory meetings based on advisor availability and geographic alignment
• Participate actively in client and prospect meetings to gain practical experience in business processes
• Develop and nurture relationships with custodial representatives over time
• Deliver timely, professional follow-up communications post-meetings
• Assist in comprehensive meeting preparations including proposals, meeting materials, and supporting documentation
• Communicate proactively with Lido Tax to procure essential client tax documents
• Collaborate closely with Business Development team to evaluate and implement investment strategies
• Engage thoroughly with firm-provided training scripts and resources to enhance sales acumen and service proficiency
• Uphold a high standard of responsiveness and professionalism by returning all phone inquiries the same day

Associate, Business Development – Wealth Advisor

• Identifying and recommending position changes consistent with each family's Investment Policy Statement, balancing target allocations with tax considerations
• Utilizing custom models to help Advisors monitor client adherence to model allocations, cash reserves, and Lido-managed equity portfolios
• 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.
• Adhere to firm’s control policies and procedures.
• Regularly seek opportunities to engage with peers to collaborate on best practices

Manager

• 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.