Team Lead - Client Relationships & Wealth Advisory

Lido Advisors, LLC; Chicago, Northern (IL, KY); Hybrid; 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

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.