Remote Vice President, Wealth Relationship Manager

Lido Advisors, LLC; United States; On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Flexible work environment

Professional growth opportunities

Job summary

Lido Advisors, LLC is seeking a Vice President, Client Relationship Manager to provide top-tier wealth management services in the United States. This role involves acting as a key resource for both clients and the Senior Wealth Manager, ensuring that clients receive personalized service and the highest standards of investment management.

The successful candidate will have at least 2 years of experience in wealth management or a similar field, along with strong analytical skills and a passion for client care. The position offers a remote work setting and a focus on professional growth within a supportive community.

Qualifications

• Minimum 2 years of experience in wealth management or related field.
• 2+ years of experience in client-facing roles.

Responsibilities

• Serve as a main point of contact for Senior Wealth Manager’s clients.
• Prepare information and presentations for client meetings.
• Address client cash management needs.

Skills

Client service

Analytical thinking

Detail-oriented

Education

Certified Financial Planner (CFP)

Job description

Lido Advisors, LLC is seeking a Vice President, Client Relationship Manager to provide top-tier wealth management services in the United States. This role involves acting as a key resource for both clients and the Senior Wealth Manager, ensuring that clients receive personalized service and the highest standards of investment management.

The successful candidate will have at least 2 years of experience in wealth management or a similar field, along with strong analytical skills and a passion for client care. The position offers a remote work setting and a focus on professional growth within a supportive community.