Senior Client Development, Private Wealth

Lido Advisors; Boulder (CO); On-site; USD 175,000 - 200,000; Full time

Job summary

Lido Advisors, LLC in Boulder, CO, is seeking a Senior Client Development professional for our Private Wealth group to expand the client base and drive growth.

The role emphasizes networking, collaboration with the executive team to reach sales goals, and the development of proactive marketing campaigns to attract future clients. Strong wealth-management experience and leadership skills are essential.

Qualifications

• Bachelor's degree required.
• 8+ years in a high growth sales environment.
• Experience in wealth management, financial advisory, or other financial services highly preferred.
• Proven ability to self-start, take initiative, and drive results.
• Excellent written and verbal communication skills.
• Ability to work both independently and within a team to achieve shared goals.

Responsibilities

• Network utilizing various channels to develop qualified potential clients.
• Coordinate with executive team to meet sales goals.
• Develop and implement proactive and digital campaigns to identify and prospect future clients.
• Build brand awareness.
• Market financial planning, investment strategy and products to prospective clients.
• Build a referral network and network with referral sources.

Education

Bachelor's Degree

Job description

Description

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.

The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role.

Lido's clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Duties And Responsibilities

• Network utilizing various channels to develop qualified potential clients
• Coordinate with executive team to meet sales goals
• Develop and implement proactive and digital campaigns to identify and prospect future clients
• Build brand awareness
• Market financial planning, investment strategy and products to prospective clients
• Build a referral network and network with referral sources

Requirements

• Bachelor's Degree
• 8+ years in a high growth and dynamic sales environment
• Experience in wealth management, financial advisory, or other financial services highly preferred
• Proven ability to self-start, take initiative, and drive results
• Excellent written and verbal communication skills
• Ability to work both independently and within a team to achieve shared goals

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

Salary Description

$175,000 - $200,000