Lido Advisors · 5 hours ago
Vice President, Client Relationship Manager
Bellevue, WA
Full-time
Hybrid
Mid, Senior Level
$90K/yr - $110K/yr
5+ years expLido Advisors is a wealth management firm seeking a Vice President, Client Relationship Manager to provide exceptional service to clients. The role involves supporting the Senior Wealth Manager, managing client relationships, and ensuring adherence to investment strategies and compliance policies.
Financial Services
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
Qualification
Required
Bachelor's degree
5+ years of experience in the wealth management industry or related field
2+ years of experience in a client-facing capacity
2+ years of current and consecutive IAR registration
Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
The ideal candidate is a self-starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow up skills, and has superior communication skills. Excellent written and verbal communication is a must
Experience with Microsoft Excel
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