Lido Advisors ยท 8 hours ago
Senior Client Development, Private Wealth
California, United States
Full-time
Hybrid
Senior Level, Lead/Staff
$175K/yr - $200K/yr
8+ years expLido Advisors, LLC is an established and expanding wealth management firm, and they are seeking an experienced Senior Client Development, Private Wealth. The role involves developing business for the private wealth group and requires knowledge of the wealth management industry.
Financial Services
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
Qualification
Required
Bachelor's Degree
8+ years in a high growth and dynamic sales environment
Experience in wealth management, financial advisory, or other financial services highly preferred
Proven ability to self-start, take initiative, and drive results
Excellent written and verbal communication skills
Ability to work both independently and within a team to achieve shared goals
Preferred
Experience in wealth management, financial advisory, or other financial services highly preferred
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
Funding
Current Stage
Growth StageLeadership Team
Vivek Dhayagude
Chief Technology Officer
Stacy Beattie
Chief Operating Officer
Company data provided by crunchbase