Lido Advisors, LLC

Vice President, Client Relationship Manager

Lido Advisors, LLC

full-time

Posted on:

Location Type: Hybrid

Location: Century City • California • United States

Visit company website

Explore more

✨ AI Apply
Apply

Salary

💰 $90,000 - $110,000 per year

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
  • 5+ years of experience in the wealth management industry or related field
  • 2+ years of experience in a client-facing capacity
  • 2+ years of current and consecutive IAR registration
  • 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
  • embraces a culture of supporting each other, our communities, and our clients
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 managementinvestment strategiescompliance policiesclient presentationsproposal materialsrelationship management
Soft Skills
client servicerelationship buildinginitiativeteam playerfollow upcommunicationwritten communicationverbal communication
Certifications
Bachelor's degreeIAR registrationSeries 65CFP®