Senior Wealth Strategy Leader

Lido Advisors, LLC; Bellevue (WA); Hybrid; USD 180,000 - 280,000; Full time

Benefits offered by this job

Flexible work options

Entrepreneurial culture

Collaborative team

Job summary

Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with investment and client‑service teams to deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation.

The role offers an entrepreneurial, collaborative culture with flexible work options and

Qualifications

• Bachelor's degree in Finance, Business, or related field.
• 7+ years of experience in wealth management or entrepreneurial environment.
• Series 65 or equivalent.
• 5+ years of current IAR registration preferred.

Responsibilities

• Provide comprehensive wealth strategies tailored to each client’s goals and objectives.
• Manage client relationships, onboarding, and ongoing inquiries.
• Collaborate with portfolio managers to meet clients’ financial goals and leverage services.
• Collaborate with client-service teams to onboard new clients and manage relationships.
• Direct investment deployments and manage portfolio rebalances for new allocations.
• Conduct regular portfolio reviews and adjust strategies as needed.
• Drive business growth by identifying opportunities to increase client wallet share.
• Maintain and track all prospect and client engagement in the CRM.
• Presentations & business development: assist Senior Wealth Advisors in converting prospects to clients.
• Develop and cultivate a network of referral sources to expand opportunities.
• Maintain in-depth knowledge of products and services and allocate accordingly.

Skills

Client acquisition

Wealth management

Investment strategies

Financial planning

Critical thinking

Independence

Ethical standards

Interpersonal skills

Communication

Experience (7+ years)

Education

Bachelor's degree in Finance, Business, or related field

Series 65 or equivalent

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Financial modeling tools

Job description

Lido Advisors, LLC is seeking an experienced Vice President, Senior Wealth Manager to lead personalized wealth strategies and manage a growing book of high‑net‑worth clients in the greater Seattle area. Reporting to the Regional Market Leader, you will collaborate with investment and client‑service teams to deliver comprehensive financial planning, tax and estate strategies, and optimized asset allocation.

The role offers an entrepreneurial, collaborative culture with flexible work options and