Careers With Lido

Lido Advisors, a leading independent Wealth Management and portfolio management firm, is rapidly expanding and adding to our current 35 offices across the United States. Lido offers a unique culture with our in-house, comprehensive, and advanced approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. 

This position will partner with advisors and our clients to provide comprehensive estate planning, which may include advanced estate planning structures as well as the drafting of documents. In this highly collaborative role, the estate planning lawyer develops and implements sophisticated estate planning strategies for high-net-worth and ultra-high-net-worth clients. Serving as a trusted subject matter expert, this role guides clients and advisors through complex engagements while ensuring strategies remain aligned with evolving legal and regulatory requirements.

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. 

 Key Responsibilities: 

• Review estate planning documents including wills, trusts, powers of attorney, and advanced directives for HNW and UHNW clients
• Manage estate planning engagements from initial consultation through drafting, execution, and implementation
• Partner with Wealth Managers and Advisors as the subject matter expert to educate clients on matters of estate planning
• Navigate complex legal and financial issues relating to estate planning and potential tax implications
• Collaborate with outside counsel and other professional advisors on complex, multistate, and cross-disciplinary estate planning matters
• Keep up to date with legal issues affecting our areas of practice
• Monitor legislative, regulatory, and case-law developments and update planning strategies and document templates accordingly

About Us: Lido Advisors is a leading Registered Investment Advisor (RIA) firm dedicated to providing exceptional wealth management services. We are seeking a talented Data Analyst to join our team and help us leverage data to drive strategic decision-making and enhance our client services.

Job Summary: We are seeking a skilled Business intelligence and CRM Analytics Specialist to drive data-driven business decision-making and optimize our reporting processes. The ideal candidate will have deep expertise in BI, CRM Analytics, Salesforce administration, data visualization and Ai tools. This role requires strong analytical skills, technical proficiency, and business acumen to translate data insights into actionable strategies.

Key Responsibilities:

• Develop and implement CRM analytics to support key stakeholders.
• Utilize Salesforce CRM Analytics to extract, manipulate, and analyze data to support business processes and decision-making.
• Create dashboards, reports, and visualizations using Salesforce Analytics and other BI tools. 
• Build predictive models for data visualization to identify areas of core focus for our Sales teams
• Collaborate with cross-functional teams to understand data requirements and deliver customized data solutions.
• Collaborate with IT and business stakeholders to customize Salesforce workflows, automation, and integrations.
• Perform data cleaning, transformation, and validation to ensure data accuracy and integrity.
• Analyze customer data, sales performance, and market trends to provide actionable insights.
• Ensure proper data governance, compliance, and security protocols within Salesforce.
• Conduct data analysis to identify trends, patterns, and opportunities for improvement.
• Present data findings and insights to stakeholders in a clear and concise manner.
• Support ad-hoc data requests and provide analytical support for various projects.
• Stay up to date with industry trends and best practices in data analytics and visualization.
• Develop and maintain interactive dashboards and reports in CRMA, utilize snowflake integration 

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

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 

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

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

Duties and Responsibilities  

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up 
• Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings 
• Coordinate the deployment of investments for new client allocations and portfolio rebalances 
• Execute and reconcile trades as directed by the Senior Wealth Manager 
• Address client cash management needs to ensure sufficient funds are available to meet investment requirements 
• Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies 
• Set prospective and existing client appointments for the Senior Wealth Manager 
• Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system 
• Prepare reports and materials for client reviews 

Lido Advisors, LLC, an established and expanding wealth management firm is looking for 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.  

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

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

Duties and Responsibilities  

• Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up 
• Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings 
• Coordinate the deployment of investments for new client allocations and portfolio rebalances 
• Execute and reconcile trades as directed by the Senior Wealth Manager 
• Address client cash management needs to ensure sufficient funds are available to meet investment requirements 
• Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies 
• Set prospective and existing client appointments for the Senior Wealth Manager 
• Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system 
• Prepare reports and materials for client reviews 

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

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

Duties and Responsibilities

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

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 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 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.

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, 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 $1 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