Lido Advisors · 1 day ago
Senior Wealth Manager
Salt Lake City, UT
Full-time
Hybrid
Senior Level
5+ years expLido Advisors is a rapidly expanding wealth management firm seeking an experienced Senior Wealth Manager to join their Private Wealth practice. This role focuses on delivering comprehensive wealth management solutions to family office clients and high-net-worth individuals, emphasizing personalized service and long-term relationship management.
Financial Services
Responsibilities
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
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
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
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
Qualification
Required
5+ years of experience in wealth management, financial planning, or a related field, with an emphasis on family office clients, estate tax, and trust planning
Bachelor's degree in finance, economics, or related field
Strong understanding of financial planning concepts, including tax, estate planning, risk management, and philanthropic planning
Deep knowledge of tax law, estate tax issues, and the intricacies of trust and estate planning
Proven track record of cultivating and maintaining strong, long-term relationships with high-net-worth clients
Excellent communication skills, capable of presenting complex financial strategies in an understandable and client-friendly manner
Preferred
A CFP® designation is highly preferred
Experience with eMoney Advisor and financial planning software is a plus
Benefits
A flexible hybrid work environment that supports a healthy work-life balance.
An opportunity to grow within an innovative firm that provides comprehensive wealth management services, including legacy and estate planning, bespoke alternative investments, tax advisory, and proprietary investment strategies.
A collaborative culture that embraces personal and professional development.
The chance to work alongside a dedicated team of professionals who are committed to delivering best-in-class client service.
Company
Lido Advisors
Lido has deep roots in the family office space in which teams of professionals are dedicated to managing the investment and financial life of a single ultra wealthy family.
201-500 employees
H1B Sponsorship
Lido Advisors has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2022 (1)
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase