Careers With Lido

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Paraplanner to join its Advanced Wealth Planning Team. The Paraplanner will assist in all facets of our planning process. 

Duties & Responsibilities 

• Contribute to the development and implementation of financial plans for clients
• Support the wealth planning team through financial planning research unique to each client
• Make requests for updates to client documents, records, and information
• Facilitate preparation for client meetings to include client communication
• Assist in data gathering and data entry into software in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Other duties as assigned

Requirements

• Bachelor’s Degree
• A passion for the wealth management industry 
• Strong written and verbal communication skills
• Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel
• Must be highly organized, technically strong, and be an enthusiastic, effective team player
• Ability to think strategically and creatively in a fast-paced environment
• Proven ability to self-start, take initiative, work collaboratively, and drive results

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. 

#LI-JM1

Lido Advisors, LLC is an established and growing wealth management firm with over $42.5B in assets under management, seeking a Senior Trust Officer based in Reno. This is a key leadership opportunity responsible for providing strategic direction, oversight, and guidance for Enterprise Trust in Nevada. The role will help position the Nevada trust business for sustainable growth by strengthening the firm's market presence, expanding business development opportunities, and upholding the highest standards of fiduciary excellence.

The Senior Trust Officer will bring deep expertise in trust administration, fiduciary policies, and applicable regulatory requirements, ensuring all accounts are administered in full compliance with legal, regulatory, and fiduciary standards. The successful candidate will be an effective communicator and trusted partner to management, staff, senior leadership, and clients.

Duties and Responsibilities

• Administer trusts in accordance with applicable laws, regulations, fiduciary standards, and the terms of each governing instrument.
• Position the Nevada trust business for continued growth by supporting business development, enhancing market presence, and expanding client relationships.
• Oversee the day-to-day administration of client relationships, including various trust, agency, and IRA accounts.
• Implement and maintain internal policies, procedures, and programs that support effective trust administration.
• Ensure compliance with fiduciary, legal, ERISA, IRS, and other applicable regulatory requirements.
• Represent the organization through active participation in relevant professional, industry, and community organizations and activities.
• Develop and enhance organizational capabilities that strengthen service delivery, operational effectiveness, and client outcomes.
• Oversee the review and analysis of complex estate planning documents, including the preparation of follow-up summaries for trustors and beneficiaries.
• Apply the provisions of the Nevada Probate Code governing trust administration and assess the tax implications of various trust structures.
• Meet with clients, advisors, and prospective clients regarding estate planning, tax matters, and financial considerations, and serve as the trust officer for designated client relationships.

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. This individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. The ideal candidate will have expertise in financial planning, including tax and estate planning, investment management, and asset allocation. Above all, you will provide exceptional service, being supported by your team as you grow and manage your own book of clients.

At Lido Advisors, we pride ourselves on our entrepreneurial culture and commitment to providing best-in-class wealth advisory services. We offer a unique approach to wealth management, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Our flexible work environment encourages personal and professional growth, and we embrace a culture of collaboration and mutual support.

Key Responsibilities:

• Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
• Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
• Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
• CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
• Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
• Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

Key Qualities & Skills:

• Proven Success in Client Acquisition & Retention: Demonstrated ability to attract, serve, and retain high-net-worth clients with a client-first mentality.
• Expertise in Wealth Management & Investment Strategies: Solid understanding of asset allocation, alternative investments, and portfolio management strategies.
• Client-Centric Approach: A passion for delivering tailored financial solutions and providing exceptional service that meets clients’ long-term goals.
• Financial Planning & Critical Thinking: Ability to assess client needs, develop customized strategies, and provide clear recommendations.
• Independent & Results-Oriented: Self-motivated and proactive, with the ability to work independently and as part of a team to achieve shared goals.
• Ethical Standards:  A high level of integrity and professionalism in all client interactions, ensuring adherence to ethical guidelines and firm policies.

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.

The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. 

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and Responsibilities 

• Network utilizing various channels to develop qualified potential clients
• Coordinate with executive team to meet sales goals
• Develop and implement proactive and digital campaigns to identify and prospect future clients
• Build brand awareness
• Market financial planning, investment strategy and products to prospective clients
• Build a referral network and network with referral sources

Lido Advisors is a growing and established wealth management firm seeking an experienced Vice President, Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. The ideal candidate will have expertise in financial planning, including tax and estate planning, investment management, and asset allocation. Above all, you will provide exceptional service, being supported by your team as you grow and manage your own book of clients.

At Lido Advisors, we pride ourselves on our entrepreneurial culture and commitment to providing best-in-class wealth advisory services. We offer a unique approach to wealth management, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Our flexible work environment encourages personal and professional growth, and we embrace a culture of collaboration and mutual support.

Key Responsibilities:

• Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
• Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
• Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
• CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
• Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
• Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

Key Qualities & Skills:

• Proven Success in Client Acquisition & Retention: Demonstrated ability to attract, serve, and retain high-net-worth clients with a client-first mentality.
• Expertise in Wealth Management & Investment Strategies: Solid understanding of asset allocation, alternative investments, and portfolio management strategies.
• Client-Centric Approach: A passion for delivering tailored financial solutions and providing exceptional service that meets clients’ long-term goals.
• Financial Planning & Critical Thinking: Ability to assess client needs, develop customized strategies, and provide clear recommendations.
• Independent & Results-Oriented: Self-motivated and proactive, with the ability to work independently and as part of a team to achieve shared goals.
• Ethical Standards:  A high level of integrity and professionalism in all client interactions, ensuring adherence to ethical guidelines and firm policies.

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.

The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. 

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and Responsibilities 

• Network utilizing various channels to develop qualified potential clients
• Coordinate with executive team to meet sales goals
• Develop and implement proactive and digital campaigns to identify and prospect future clients
• Build brand awareness
• Market financial planning, investment strategy and products to prospective clients
• Build a referral network and network with referral sources

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.

The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. 

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and Responsibilities 

• Network utilizing various channels to develop qualified potential clients
• Coordinate with executive team to meet sales goals
• Develop and implement proactive and digital campaigns to identify and prospect future clients
• Build brand awareness
• Market financial planning, investment strategy and products to prospective clients
• Build a referral network and network with referral sources

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.

The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. 

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and Responsibilities 

• Network utilizing various channels to develop qualified potential clients
• Coordinate with executive team to meet sales goals
• Develop and implement proactive and digital campaigns to identify and prospect future clients
• Build brand awareness
• Market financial planning, investment strategy and products to prospective clients
• Build a referral network and network with referral sources

Lido Advisors, a rapidly expanding wealth management firm, is seeking an experienced and dedicated Senior Wealth Manager to join our team within our Private Wealth practice. This role is centered around delivering comprehensive wealth management solutions to family office clients and high-net-worth individuals, with a specialized focus on tax, estate, and trust planning.

As a Senior Wealth Manager, you will leverage your expertise in financial planning, estate, tax, and investment management to develop deep, long-lasting relationships with our clients. Your role will be solely focused on managing these relationships and ensuring that clients receive personalized, comprehensive solutions tailored to their specific wealth management needs.

Responsibilities 

Client Relationship Management

• Cultivate and nurture long-term relationships with family office clients, ensuring the delivery of individualized wealth management solutions that are aligned with their evolving financial goals.
• Serve as the primary point of contact for clients, managing their expectations, addressing inquiries, and proactively identifying and solving their financial planning needs.
• Work closely with Lido’s tax, estate, trust, and investment teams to provide clients with a holistic, integrated approach to their wealth management strategy.

Comprehensive Financial Planning

• Lead the development and execution of detailed financial plans with a focus on tax mitigation, estate planning, risk management, and philanthropic strategies.
• Advise clients on complex estate tax issues and create customized strategies to help them preserve and transfer wealth effectively across generations.
• Construct clear, actionable financial plans that address clients' unique needs in estate planning, tax efficiency, and investment strategies.

Wealth Management

• Manage client portfolios by ensuring investment strategies are aligned with long-term financial goals, including oversight of portfolio rebalances and monitoring performance.
• Leverage your expertise in financial planning software (e.g., eMoney) to create tailored solutions for clients in the $15M-$30M+ net worth range.

Collaborative Teamwork

• Collaborate with Lido’s team of professionals, including tax, estate, trust, and investment advisors, to deliver a seamless and integrated wealth management experience for clients.
•  Foster a culture of teamwork and support, helping to ensure that clients’ financial goals are met with a high level of service and personalized attention.

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.

The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. 

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and Responsibilities 

• Network utilizing various channels to develop qualified potential clients
• Coordinate with executive team to meet sales goals
• Develop and implement proactive and digital campaigns to identify and prospect future clients
• Build brand awareness
• Market financial planning, investment strategy and products to prospective clients
• Build a referral network and network with referral sources

Lido Advisors is a growing and established wealth management firm seeking an experienced Vice President, Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. The ideal candidate will have expertise in financial planning, including tax and estate planning, investment management, and asset allocation. Above all, you will provide exceptional service, being supported by your team as you grow and manage your own book of clients.

At Lido Advisors, we pride ourselves on our entrepreneurial culture and commitment to providing best-in-class wealth advisory services. We offer a unique approach to wealth management, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Our flexible work environment encourages personal and professional growth, and we embrace a culture of collaboration and mutual support.

Key Responsibilities:

• Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
• Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
• Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
• CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
• Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
• Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

Key Qualities & Skills:

• Proven Success in Client Acquisition & Retention: Demonstrated ability to attract, serve, and retain high-net-worth clients with a client-first mentality.
• Expertise in Wealth Management & Investment Strategies: Solid understanding of asset allocation, alternative investments, and portfolio management strategies.
• Client-Centric Approach: A passion for delivering tailored financial solutions and providing exceptional service that meets clients’ long-term goals.
• Financial Planning & Critical Thinking: Ability to assess client needs, develop customized strategies, and provide clear recommendations.
• Independent & Results-Oriented: Self-motivated and proactive, with the ability to work independently and as part of a team to achieve shared goals.
• Ethical Standards:  A high level of integrity and professionalism in all client interactions, ensuring adherence to ethical guidelines and firm policies.

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Senior Associate, Client Relationship Manager, to make an immediate impact by supporting and working alongside Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.  

The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. Senior Associates work in a complex, team-oriented, and fast-paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.  

Duties and Responsibilities:

• Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries. 
• Prepare for client meetings by collecting financial information, completing various financial analyses, and creating presentation materials for meetings.
• Coordinate the deployment of investments for client allocations and portfolio rebalances to include executing and reconciling trades as directed by Senior Wealth Managers.
• Maintain and track prospect and client engagement in the relationship management system. 
• Act as subject matter experts for all client service-related processes and systems, and promote best practices for junior team members. 
• Review and facilitate resolution of client inquiries and operational items.
• Assist Wealth Advisors Team in preparing allocations and coordinating investments according to the firm's and strategy stated guidelines. 
• Manage the onboarding of new client accounts, which includes collecting required documents and client information through in-person meetings or on calls with clients.
• Prepare and process complex alternative investment paperwork with a high level of accuracy.
• Liaise with custodian partners and internal departments. 
• Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings. 

The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.  

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and 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 

The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.  

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and 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 

The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.  

Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. 

Duties and 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 

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients. 

The Associate, Client Relationship Manager, enhances the client experience by providing exceptional client service through administrative and operational support to one or more Wealth Advisors. Client Relationship Associates work in a complex, team-oriented and fast paced environment to deliver comprehensive investment and wealth strategies to clients. Lido Advisors offers a flexible work environment, supports personal and professional growth and embraces a culture of supporting each other, our communities, our clients and Lido.

Duties and Responsibilities

• Manage the onboarding of new client accounts which includes collecting required documents and client information through in person meetings or on calls with clients.
• Liaise with custodian partners and internal departments.
• Assist with the preparation of alternative investment paperwork with high level of accuracy.
• Provide exceptional client service by responding to client requests, inquiries, and transactions such as money movement and transfer requests.
• Maintain detailed client records across firm relationship management systems.
• Support the team’s overall strategy by preparing reports, marketing and other materials for client meetings.
• Adhere to firm’s control policies and procedures.
• Regularly seek opportunities to engage with peers to collaborate on best practices