Senior Wealth Manager

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships.

Requirements

• Provide Comprehensive Wealth Strategies
• Manage Client Relationships
• Collaborate with Investment Teams
• Collaborate with Client-Service Teams
• Direct Investment Deployments
• Client Reviews & Reporting
• Drive Business Growth
• CRM & Engagement Tracking
• Presentations & Business Development
• Referral Network Development
• Product & Policy Knowledge

Benefits

• Innovative Wealth Management
• Flexible Work Environment
• Collaborative Culture