Senior Client Development, Private Wealth

Lido Advisors, LLC is looking to hire an experienced Senior Client Development, Private Wealth. The role involves developing business for the private wealth group, building brand awareness, and marketing financial planning and investment strategies to prospective clients.

Requirements

• 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