Vice President, Client Relationship Manager

Lido Advisors, LLC

Vice President, Client Relationship Manager providing high-level wealth management services at Lido Advisors. Supporting clients with a differentiated approach to wealth advisory services.

Posted 6/23/2026full-timeRemote • 🇺🇸 United StatesLeadWebsite

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree
2+ years of experience in the wealth management industry or related field
2+ years of experience in a client-facing capacity
CFP

Benefits

Comp & perks

Flexible work environment
Supports personal and professional growth
Culture of supporting each other, our communities, and our clients

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

financial analysistrade executionportfolio rebalancingcash managementcompliance policies

Soft Skills

client servicerelationship buildingcommunicationproblem solvingorganization

Certifications

CFP