Lido Advisors · 10 hours ago
Senior Wealth Manager
Cleveland, OH
Full-time
Hybrid
Senior Level
7+ years expLido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. This role involves delivering personalized wealth strategies and building long-term client relationships, with a focus on financial planning, investment management, and exceptional client service.
Financial Services
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
Qualification
Required
Bachelor's Degree in Finance, Business, or a related field
7+ Years of experience in wealth management or a high-growth, entrepreneurial environment
Series 65 or equivalent required
Strong interpersonal skills and the ability to work well with internal teams to achieve client and firm goals
Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly
Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus
Preferred
5+ Years of Current IAR Registration preferred
Benefits
Flexible Work Environment
Collaborative Culture
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