Lido Advisors, LLC

Senior Wealth Manager

Lido Advisors, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Cincinnati • Ohio • United States

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Job Level

Senior

About the role

  • 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.

Requirements

  • Bachelor’s Degree in Finance, Business, or a related field.
  • 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment.
  • Series 65 or equivalent required.
  • 5+ Years of Current IAR Registration preferred.
  • Strong interpersonal skills and the ability to work well with internal teams to achieve client and firm goals.
  • Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly.
  • Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus.
Benefits
  • Flexible Work Environment: Enjoy flexible working options.
  • Collaborative Culture: Join a supportive and growth-focused team that values professional development and community engagement.
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
wealth strategiesinvestment managementportfolio managementfinancial modelingclient relationship managementbusiness developmentclient engagement trackinginvestment deploymentportfolio rebalancingperformance assessment
Soft Skills
interpersonal skillscommunication skillscollaborationproblem-solvingclient servicepresentation skillsnetworkingproactive approachteamworkadaptability
Certifications
Bachelor’s DegreeSeries 65IAR Registration