Vice President, Wealth Client Relationships

Lido Advisors; Bellevue (WA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Flexible work environment

Career development & growth

Collaborative team culture

Job summary

Lido Advisors is seeking a Vice President, Client Relationship Manager to provide top-tier wealth management services to its clients in Bellevue, WA. You will work closely with the Senior Wealth Manager, supporting an existing client book, and delivering comprehensive financial analyses, investment coordination, and client communications.

The role emphasizes client service excellence, deep investment knowledge, and collaboration with the wealth management team to maintain compliance and deliver

Qualifications

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

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

Skills

Client relationship management

Wealth management knowledge

Communication

Education

Bachelor’s degree

Job description

Lido Advisors is seeking a Vice President, Client Relationship Manager to provide top-tier wealth management services to its clients in Bellevue, WA. You will work closely with the Senior Wealth Manager, supporting an existing client book, and delivering comprehensive financial analyses, investment coordination, and client communications.

The role emphasizes client service excellence, deep investment knowledge, and collaboration with the wealth management team to maintain compliance and deliver