VP, Client Wealth Relationship Leader

Lido Advisors

Scottsdale (AZ)

On-site

USD 110,000 - 170,000

Full time

14 days+

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Job summary

Lido Advisors in Scottsdale seeks a Vice President, Client Relationship Manager to deliver premier wealth management services and support the Senior Wealth Manager with a high‑touch client book. You will cultivate deep client relationships, prepare analyses and materials for meetings, coordinate investment deployments, and ensure compliance with firm policies.

Strong communication and data‑driven insights are valued.

Qualifications

2+ years in wealth management or related field.
2+ years in a client-facing capacity.

Responsibilities

Serve as 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