Senior Private Wealth Growth Strategist

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

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.