Senior Client Development, Private Wealth

Lido Advisors, LLC is looking to hire a Senior Client Development, Private Wealth to develop business for their private wealth group. The role requires experience and knowledge of the wealth management industry.

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

Benefits

• Flexible work environment
• Supports personal and professional growth
• Embraces a culture of supporting each other, our communities, and our clients