Wealth Management Team Lead - Client Relationships

Lido Advisors; Chicago (IL); On-site; USD 85,000 - 110,000; Full time

Job summary

Lido Advisors, LLC, a wealth management firm in Chicago, is seeking a Team Lead, Client Relationship Manager to support Advisory teams in all aspects of wealth management. This role reports to the Director, Co-Head of Client Relationship Management.

The candidate will lead a team of Associates, promote best practices, evaluate performance, and drive growth with a culture of collaboration and client focus. Equal opportunity employer with competitive compensation.

Qualifications

• Bachelor’s degree required.
• Series 65 required.
• 5+ years of professional experience in finance or wealth planning; 2+ years leading a team.
• Strong communication skills and leadership traits.
• Proficient with Excel/Word/Outlook/Salesforce/PowerPoint.

Responsibilities

• Oversee Client Relationship Manager Associates in a market.
• Lead team meetings; conduct weekly 1:1s.
• Distribute information from management and collect feedback.
• Promote process improvement and efficiency.
• Cultivate and enhance client relationships; handle requests and inquiries.
• Prepare for client meetings; collect financial data and create analyses and materials.
• Liaise with custodian partners and internal departments.
• Prepare reports and marketing materials for client meetings.

Skills

Leadership

Communication skills

Organizational skills

Attention to detail

Education

Bachelor’s degree

Series 65

Tools

Excel

Word

Outlook

Salesforce

PowerPoint

Job description

Lido Advisors, LLC, a wealth management firm in Chicago, is seeking a Team Lead, Client Relationship Manager to support Advisory teams in all aspects of wealth management. This role reports to the Director, Co-Head of Client Relationship Management.

The candidate will lead a team of Associates, promote best practices, evaluate performance, and drive growth with a culture of collaboration and client focus. Equal opportunity employer with competitive compensation.