Senior Client Development, Private Wealth
Lido Advisors, LLCBoulder, Colorado, United States
Posted February 3, 2026
175000 - 200000 USD
Full Time
About the Company
Lido Advisors, LLC is an expanding wealth management firm that provides comprehensive financial planning, wealth management, and investment advisory services to high-net-worth clients. The firm specializes in advanced wealth planning, legacy and estate strategies, and offers in-house investment and margin management solutions.
Job Description
Lido Advisors, LLC is looking to hire an experienced Senior Client Development, Private Wealth to develop business for our private wealth group.
Requirements
- 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
Benefits
- Flexible work environment
- Supports personal and professional growth
- Embraces a culture of supporting each other, our communities, and our clients