VP, Client Relationships — Wealth Management (Hybrid)

Lido Advisors, LLC; Salt Lake City (UT); Híbrido; USD 110.000 - 170.000; Jornada completa

Descripción de la vacante

Lido Advisors, LLC in Salt Lake City, UT is seeking a Vice President, Client Relationship Manager to partner with the Senior Wealth Manager in delivering high-level wealth management services. You will serve as a key client contact, prepare client meeting materials, and help manage investments and relationships across an existing book of clients.

The role requires 2+ years in wealth management and a Series 65 or equivalent (CFP exemptions apply).

Formación

• 2+ years of experience in the wealth management industry or related field.
• Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)

Responsabilidades

• 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

Conocimientos

Wealth management experience

Client relationship management

Descripción del empleo

Lido Advisors, LLC in Salt Lake City, UT is seeking a Vice President, Client Relationship Manager to partner with the Senior Wealth Manager in delivering high-level wealth management services. You will serve as a key client contact, prepare client meeting materials, and help manage investments and relationships across an existing book of clients.

The role requires 2+ years in wealth management and a Series 65 or equivalent (CFP exemptions apply).