Vice President, Client Relationship Manager

Lido Advisors; United States; Hybrid; USD 80,000 - 120,000; Full time

Benefits offered by this job

Flexible work environment

Professional growth support

Job summary

Lido Advisors is seeking a Vice President, Client Relationship Manager who will provide exceptional wealth management services to our clients. This role involves collaborating closely with the Senior Wealth Manager to support an existing client base and address their investment needs efficiently.

The ideal candidate should have a bachelor's degree, at least 2 years of relevant experience, and a deep understanding of client relationship management. Lido is committed to fostering a supportive work environment that values personal growth.

Qualifications

• 2+ years of experience in the wealth management industry or related field.
• 2+ years of experience in a client-facing capacity.
• CFP certification is preferred.

Responsibilities

• Serve as a main point of contact for clients, addressing their inquiries.
• Prepare information and presentations for client meetings.
• Coordinate client investment deployments and portfolio rebalances.
• Execute and reconcile trades as directed.
• Maintain an in-depth knowledge of investment strategies.

Skills

Wealth management expertise

Client relationship management

Analytical skills

Detail-oriented

Education

Bachelor's degree

Job description

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

• Bachelor’s degree
• 2+ years of experience in the wealth management industry or related field
• 2+ years of experience in a client-facing capacity
• CFP

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.