Senior Client Development, Private Wealth

Lido Advisors, LLC; San Francisco (CA); Hybrid; USD 140,000 - 190,000; Full time

Benefits offered by this job

Flexible work environment

Supports personal and professional growth

Job summary

A growing wealth management firm in San Francisco is seeking a Senior Client Development professional to enhance its private wealth group. This role involves coordinating with the executive team to achieve sales goals, developing targeted client campaigns, and building brand awareness. Candidates should have at least 8 years of experience in a fast-paced sales environment, preferably in wealth management or financial services. Excellent communication skills and a proactive attitude are essential for success. This hybrid role offers a flexible work environment that supports personal growth.

Qualifications

• 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.
• 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

• 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.

Skills

Business development

Sales strategies

Communication skills

Networking

Team collaboration

Education

Bachelor’s Degree

Job description

All Jobs > Senior Client Development, Private Wealth

Senior Client Development, Private Wealth San Francisco, CA (Hybrid)

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

• 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

• 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.

The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.