Careers With Lido

The Conversion Specialist leads the client reporting and client portal migration for newly onboarded advisory teams joining Lido Advisors through acquisition from their legacy portfolio management systems onto Lido’s Addepar instance. This role coordinates closely with peer specialists on the Billing, Investments, and Technology teams as well as Lido’s Integrations team, to keep all conversion workstreams aligned to a single project plan. These conversion projects this role will be responsible for will have visibility throughout Lido leadership, so the Conversion Specialist needs to be able to set clear expectations and timelines and then execute to those timelines.

Key Responsibilities 

Conversion Ownership & Project Management 

• Own the full conversion lifecycle for client reporting and client portal, for each incoming team: from initial scoping and legacy-system discovery through historical data migration, dual-maintenance, and post-conversion sign-off.
• Build and maintain the client reporting/portal conversion project plan and contribute that plan into a shared master timeline maintained in partnership with the Integration team
• Manage the client reporting/portal workstream against executive-level commitments, proactively surfacing risks, delays, or scope changes to leadership with clear mitigation plans.
• Serve as the client reporting/portal conversion point of accountability ensuring nothing falls between workstreams.

Cross-Functional & Vendor Coordination

• Serve as the client reporting/portal liaison with Lido’s consulting partners and Addepar migration team, coordinating data extraction, mapping, sequencing, and validation for that workstream.
• Coordinate with peer conversion owners within other Lido back-office teams to keep billing, trading, technology, and client reporting aligned within Addepar and its integrated systems.
• Coordinate with Lido's Integration team to align the client reporting/portal workstream with the overall acquisition integration plan and executive-level timeline.
• Partner with the Client Reporting Platform Enablement team on any requests for customization in Addepar for the purpose of conversion are considered against the broader roadmap and client reporting/portal strategy.
• Supply data from Addepar to M&A team to support their reporting up to executive team around the conversion success.

Data Migration & Auditing

• Design and execute audit and reconciliation processes to validate converted data in Addepar against legacy source data.
• Ensure project plan in coordination with consultant partner and Addepar migration team has the proper sequencing and visibility to the converting team.
• Identify, document, and drive resolution of discrepancies before and after go-live, escalating unresolved issues through the appropriate channel.
• Maintain thorough documentation of conversion methodology, decisions, and exceptions to support internal and external audit needs.

Training & Enablement 

• Contribute to training newly converted advisor teams and their support staff on Lido’s Addepar.
• Develop or contribute to training materials, SOPs, and FAQs that support a smooth transition for advisors and operations staff.

Continuous Improvement

• Identify and implement process improvements across the conversion lifecycle to reduce risk and increase efficiency in future migrations.
• Capture and incorporate lessons learned from each conversion into playbooks, checklists, and vendor collaboration processes.

Lido Advisors, LLC is an established and growing wealth management firm with over $46.4B in assets under management, seeking a Senior Trust Officer based in Reno or Las Vegas. 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, LLC, an established and expanding wealth management firm, is looking for a Global Receptionist & Administrative Coordinator to serve as the firm’s primary point of contact for inbound calls and provide administrative support across the organization. Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.

The Global Receptionist & Administrative Coordinator plays a critical role in creating professional and seamless experience for clients, prospective clients, vendors, and other callers. This position is responsible for ensuring inbound calls are answered promptly and professionally, accurately routing callers to the appropriate team members, managing voicemail and follow-up, and maintaining organized records of inbound activity. In addition to phone coverage, this role provides general administrative support, including calendar coordination, meeting logistics, correspondence, and data entry.

This is an on-site, full-time position requiring availability throughout the full business day to ensure consistent coverage of the firm’s inbound calls. 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

• Serve as the firm’s primary point of contact for all inbound calls across the organization. 
• Answer calls promptly, professionally, and with consistent Lido brand experience.      
• Identify the nature of each call, including existing clients, prospective clients, vendors, recruiters, and general inquiries, and route callers to the appropriate internal contact. 
• Warm-transfer existing clients to their Wealth Advisor or appropriate office/team member. 
• Route prospective clients to the appropriate Client Relationship Management or Advisory team. 
• Direct vendors, recruiters, and other external inquiries to the appropriate internal contact. 
• Manage voicemail from end to end, including checking, documenting, routing, and ensuring timely follow-up on messages. 
• Maintain an organized call log and track inbound activity to ensure all calls and messages are appropriately addressed. 
• Schedule and coordinate meetings, calls, and appointments on behalf of team members. 
• Manage calendars, send meeting confirmations, and coordinate meeting logistics. 
• Maintain organized records of contacts, messages, and follow-up actions. 
• Provide general administrative support to various departments during periods between inbound calls. 
• Assist with correspondence, document preparation, data entry, and other administrative tasks as needed. 
• Demonstrate a high level of professionalism, responsiveness, and accountability in every interaction. 
• Regularly seek opportunities to improve administrative processes and collaborate with colleagues across the organization. 

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, 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

Lido Advisors, LLC, an established and expanding wealth management firm is looking for a Team Lead, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. The Team Lead will report directly to the Director, Co-Head Client Relationship Manager. 

The Team Lead, Client Relationship Manager will lead a team of Associates while promoting best practices, evaluating performance, offering feedback, and demonstrating the desired skills and work ethic. 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.  Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.   

Duties and Responsibilities: 

• Responsible for management and oversight of Client Relationship Manager Associates in a particular market. 
• Organizes and leads team meetings as needed and holds weekly 1:1 meetings. 
• Distributes information to team members from management and collects feedback to share with the Market Leader, Wealth Managers, and Advisors 
• Reinforces firm’s processes and procedures and promotes a culture of innovation, process improvement and looks for ways to optimize and create efficiencies 
• Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.  
• Help prepare for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings. 
• 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.  

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

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

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 

Lido Advisors, LLC, a well-established and rapidly growing wealth management firm, is looking for an experienced and knowledgeable Senior Vice President to join our dynamic Advanced Wealth Planning team.

The individual will be part of a growing team within Lido Advisors financial planning department, working in coordination with Lido’s tax, estate, investment, and trust teams. The Senior Vice President will be responsible for financial planning for clients and prospects within the $15M-$50M net worth range, with a focus on building deeper and more meaningful relationships with families through ongoing, personalized, and comprehensive planning strategies.

The ideal candidate will concentrate on high-net-worth individuals with estate tax issues and possess the capabilities to assist Lido Advisors in attracting prospects with more complex planning needs.

Duties and Responsibilities

• Complete client data-gathering, input data into financial planning software (eMoney), collaborate with L-Tax, estate, and trust colleagues, as well as advisors on plan design, and create plan summaries.
• Construct comprehensive financial plans and develop a set of clear and actionable strategies for the client. Areas of emphasis include estate planning, philanthropic planning, tax mitigation, and risk management.
• Clearly articulate planning recommendations while presenting the financial plan to clients in an approachable manner.
• Summarize estate planning documents and educate clients and prospects on various estate planning strategies in a clear and concise manner.
• Demonstrate an understanding of increasingly complex financial planning concepts and stay informed about current financial planning developments and tax law changes.

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning.

Duties & Responsibilities

• Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million
• Consult and develop financial plans and wealth management strategies based on client's financial and investment goals
• Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios
• Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.)
• Meet with clients on an ongoing basis to review changes to their financial and personal situation
• Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website
• Work alongside the marketing team to have articles published
• Effectively source business prospects and employ member acquisition techniques
• Assist in data gathering in anticipation of upcoming planning meetings
• Monitor and update client Financial Plans as needed
• Other duties as assigned

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving.

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms.

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

The best advisors are more than portfolio managers — they are the confidantes families turn to across generations. Lido Advisors is seeking an experienced Private Wealth Advisor to serve high- and ultra-high-net-worth families, family offices, and foundations, and to build an enduring practice around the clients you are most passionate about serving. 

You will own and grow a book of client relationships, delivering personalized wealth strategies built on expertise in financial planning, tax and estate planning, investment management, and asset allocation — with a team, an investment platform, and in-house planning, tax, trust, and legal specialists all designed to support you and the practice you build.

About Lido Advisors 

Founded in 1999 out of a consortium of family offices, Lido Advisors is an independent, SEC-registered investment adviser headquartered in Los Angeles with more than 40 offices nationwide and $46.4 billion in regulatory assets under management.

We were built inside a family office — not a brokerage or a bank — and that origin still shapes how we work. Our integrated platform, Lido One, puts investment, tax, estate, and planning specialists on the same client, so advice is coordinated instead of siloed. We combine proprietary strategies in-house with our innovative approach to risk management and select third-party managers. Our alternative investments are unique and are often inaccessible on other platforms. 

Lido has been recognized on Barron’s Top 100 RIA Firms and Forbes America’s Top RIA Firms.

Key Responsibilities 

• Provide Comprehensive Wealth Strategies: Deliver comprehensive investment and wealth strategies tailored to each client’s goals, coordinating across tax and estate planning, trust administration, alternative investments, and lending solutions, in line with firm allocation policies.
• Drive Business Growth: Deepen existing client relationships by identifying additional wealth management needs and cultivate a network of centers of influence — estate attorneys, CPAs, investment bankers, and other intermediaries — to generate qualified referrals. Lead prospect meetings and own the conversion process from first meeting through onboarding. 
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and conduct regular portfolio reviews to assess performance and keep strategies aligned with client objectives, tracking all prospect and client engagement.
• Collaborate Across Teams: Work closely with internal subject-matter experts, investment professionals, and client-service teams to leverage the full suite of Lido Advisors’ services.

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, 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.