VP, Wealth Client Relationships

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

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.