Lido Advisors, LLC

Vice President, Client Relationship Manager

Lido Advisors, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Mequon • Wisconsin • United States

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Job Level

Lead

About the role

  • 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.

Requirements

  • Bachelor’s degree
  • 2+ years of experience in the wealth management industry or related field
  • Any experience in a client-facing capacity
  • Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
  • The ideal candidate is a self-starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow up skills, and has superior communication skills.
  • Excellent written and verbal communication is a must.
  • Experience with Microsoft Excel
Benefits
  • Flexible work environment
  • Supports personal and professional growth
  • Culture of supporting each other and the community
Applicant Tracking System Keywords

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

Hard Skills & Tools
financial analysistrade executionportfolio rebalancingcash management
Soft Skills
client servicerelationship buildingcommunicationinitiativeteam playerfollow up
Certifications
Bachelor’s degreeSeries 65