Vice President, Client Relationship Manager

Lido Advisors, LLC; Bellevue (WA); Hybrid; USD 180,000 - 240,000; Full time

Job summary

Lido Advisors, LLC in Bellevue, WA is seeking a Vice President, Client Relationship Manager to provide high-level wealth management services and support the Senior Wealth Manager with an existing client book. This role emphasizes client service, investment coordination, and strategic financial insights.

The position is based in Bellevue with a hybrid work arrangement and requires strong analytical skills, dedication to client satisfaction, and a collaborative approach to wealth advisory services.

Qualifications

• 2+ years of experience in the wealth management industry.
• 2+ years of experience in a client-facing capacity.

Responsibilities

• Serve as main point of contact for the client base and nurture relationships with superior client service.
• Prepare information and presentations for client meetings, including financial and tax document collection and analyses.
• Coordinate deployment of investments for new allocations and rebalances.
• Execute and reconcile trades as directed by the Senior Wealth Manager.
• Address client cash management needs to meet investment requirements.
• Maintain knowledge of investment strategies and ensure compliance with policies.
• Schedule client appointments for the Senior Wealth Manager.
• Log notes and track daily tasks in the relationship management system.
• Prepare reports and materials for client reviews.

Skills

Wealth management

Client relationships

Financial analysis

Presentation skills

Investment knowledge

Customer service

Job description

All Jobs > Vice President, Client Relationship Manager

Vice President, Client Relationship Manager

Bellevue, WA (Hybrid)

Description

The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Duties and Responsibilities

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
• Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
• Coordinate the deployment of investments for new client allocations and portfolio rebalances
• Execute and reconcile trades as directed by the Senior Wealth Manager
• Address client cash management needs to ensure sufficient funds are available to meet investment requirements
• Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies
• Set prospective and existing client appointments for the Senior Wealth Manager
• Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system
• Prepare reports and materials for client reviews

Requirements

• 2+ years of experience in the wealth management industry or related field
• 2+ years of experience in a client-facing capacity

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.