Vice President, Client Relationship Manager

Lido Advisors, LLC

Vice President, Client Relationship Manager supporting Senior Wealth Manager with wealth management services. Ensuring client satisfaction and maintaining detailed communication and relationship management.

Posted 7/17/2026full-timeScottsdale • Arizona • 🇺🇸 United StatesLeadWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in client relationship management and financial analysis within the wealth management sector, ensuring adherence to investment strategies and compliance policies while providing exceptional client service.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisWealth Management ExperienceTrade ExecutionPresentation Preparation

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisTrade ExecutionPortfolio RebalancingInvestment Strategy KnowledgeCompliance Adherence

Soft Skills

Client ServiceCommunicationProblem SolvingRelationship Building

Tools & Technologies

Relationship Management System

Industry Keywords

Wealth ManagementClient-Facing ExperienceInvestment AllocationCash ManagementFinancial Documentation

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

Benefits

Comp & perks

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