Careers With Lido

Lido Advisors is seeking a Reporting Support Manager to lead the Client Reporting Advisor Support team within the Operations department. This role is responsible for the day-to-day management of a team of Advisor Support Associates who serve as the firm's front line for advisor questions, troubleshooting, and training on our client reporting platform, Addepar. The Manager will ensure the team consistently meets service-level expectations, maintains a high bar for response quality, and continues to evolve how the firm supports advisors as the platform and the business grow. 

This is a working leadership role: in addition to managing the team, the Manager will personally handle support items and escalations as a hands-on contributor, particularly during periods of high volume, when an item requires senior-level expertise, or when an Associate is out or onboarding. The right candidate is comfortable operating as both a player and a coach: fielding advisor questions directly while also leading, coaching, and developing the team around them. 

This role suits someone who has built or run a support function for an RIA's Addepar implementation and understands both the technical nuances of the platform and the operational discipline required to support advisors at scale. The Manager will balance hands-on support work and team leadership with longer-term ownership of support workflows, escalation handling, and cross-functional coordination with Technology and Operations. 

Key Responsibilities 

• Directly manage a team of 3 Advisor Support Associates, including coaching, performance management, workload distribution, and professional development. 
• Personally field and resolve advisor support items as an individual contributor, sharing in the team's day-to-day workload alongside the Associates. 
• Oversee all advisor team support items end-to-end, ensuring service-level agreements (SLAs) for response time and resolution are consistently met. 
• Uphold and enforce quality standards for advisor-facing communication, ensuring responses are accurate, clear, and aligned with the firm's service expectations. 
• Serve as the escalation point for complex, ambiguous, or high-sensitivity support items, personally engaging directly with advisors and internal stakeholders to resolve them. 
• Develop and standardize new support workflows, and continuously refine existing processes to improve efficiency, consistency, and advisor experience. 
• Monitor team performance against KPIs and SLAs, identifying trends and proactively addressing gaps in coverage, training, or process. 
• Partner with Technology and product owners to ensure advisor feedback, enhancement requests, and recurring issues are captured, prioritized, and resolved. 
• Lead training and onboarding efforts for new Associates, and oversee the development of documentation, guides, and “how-to” resources used by the team. 
• Provide surge support and backfill coverage for the team during periods of high volume, PTO, or staffing transitions. 
• Report on team performance, escalation trends, and advisor satisfaction to Operations leadership on a regular cadence. 

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, 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 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, 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 is a growing and established wealth management firm seeking an experienced 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 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

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Vice President, Wealth Manager (CRM).  

The Vice President, Wealth Manager (“CRM”, 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, Wealth Manager (CRM) 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. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manager. 

 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 
• Travel for client meetings, as needed 

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.

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. This is a hybrid role, working in the office 4 days per week, or at the discretion of the Senior Wealth Manager.

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 
• Travel for client meetings, as needed 

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. 

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

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