Team Lead, Client Relationship Manager

Lido Advisors, LLC; Chicago, Northern (IL, KY); On-site; USD 110,000 - 160,000; Full time

Job summary

Lido Advisors, LLC is seeking a Team Lead, Client Relationship Manager to support Advisory teams in wealth management. You will lead a team of Associates, promote best practices, evaluate performance, and provide feedback under the Director, Co-Head Client Relationship Manager.

The role emphasizes cultivating client relationships, preparing for meetings, and coordinating with custodians and internal departments.

Qualifications

• Series 65 required.
• 5+ years of professional experience in finance or wealth planning; a minimum of 2 years leading a team.
• Possess leadership traits with superior verbal and written communication skills.
• Ability to organize, prioritize, and manage multiple tasks, including effective communication with the team.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
• Strong attention to detail.
• Ability to adapt to a rapidly changing and fast-paced business environment.

Responsibilities

• Responsible for management and oversight of Client Relationship Manager Associates in a particular market.
• Organizes and leads team meetings as needed and holds weekly 1:1 meetings.
• Distributes information to team members from management and collects feedback to share with the Market Leader, Wealth Managers, and Advisors
• Reinforces firm’s processes and procedures and promotes a culture of innovation, process improvement and looks for ways to optimize and create efficiencies
• Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
• Help prepare for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
• Liaise with custodian partners and internal departments.
• Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings.

Skills

Leadership

Communication

Time management

Attention to detail

Adaptability

Education

Series 65

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

All Jobs > Team Lead, Client Relationship Manager

Lido Advisors, LLC, an established and expanding wealth management firm is looking for a Team Lead, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. The Team Lead will report directly to the Director, Co-Head Client Relationship Manager.

The Team Lead, Client Relationship Manager will lead a team of Associates while promoting best practices, evaluating performance, offering feedback, and demonstrating the desired skills and work ethic. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.

Duties and Responsibilities:

• Responsible for management and oversight of Client Relationship Manager Associates in a particular market.
• Organizes and leads team meetings as needed and holds weekly 1:1 meetings.
• Distributes information to team members from management and collects feedback to share with the Market Leader, Wealth Managers, and Advisors
• Reinforces firm’s processes and procedures and promotes a culture of innovation, process improvement and looks for ways to optimize and create efficiencies
• Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
• Help prepare for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
• Liaise with custodian partners and internal departments.
• Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings.

Requirements

• Series 65 required.
• 5+ years of professional experience in finance or wealth planning; a minimum of 2 years leading a team.
• Possess leadership traits with superior verbal and written communication skills.
• Ability to organize, prioritize, and manage multiple tasks, including effective communication with the team.
• Experience with Excel/Word/Outlook/Salesforce/PowerPoint, with an emphasis on Excel.
• Strong attention to detail.
• Ability to adapt to a rapidly changing and fast-paced business environment.

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.