Senior Private Wealth Client Growth Lead

Lido Advisors; California (MO); On-site; USD 175,000 - 200,000; Full time

Job summary

Lido Advisors, LLC is seeking a Senior Client Development, Private Wealth to drive new business for our private wealth group. You will network across channels, coordinate with executive team to meet sales goals, and develop proactive campaigns to identify prospects.

Ideal candidates hold a Bachelor's degree with 8+ years in a high-growth sales environment; wealth management experience is highly preferred. Strong initiative, communication, and teamwork are essential in our collaborative culture.

Qualifications

• 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.

Skills

Sales leadership

Wealth management knowledge

Self-starting

Communication skills

Education

Bachelor's Degree

Job description

Lido Advisors, LLC is seeking a Senior Client Development, Private Wealth to drive new business for our private wealth group. You will network across channels, coordinate with executive team to meet sales goals, and develop proactive campaigns to identify prospects.

Ideal candidates hold a Bachelor's degree with 8+ years in a high-growth sales environment; wealth management experience is highly preferred. Strong initiative, communication, and teamwork are essential in our collaborative culture.