Hybrid Senior Wealth Manager

at Lido Advisors, LLC

• Job title: Senior Wealth Manager
• Job type: Full Time
• Experience level: Senior
• Salary: Not specified
• Degree requirement: Bachelor's Degree
• Location requirements: Hybrid, Cleveland, United States

About the role

• Senior Wealth Manager at Lido Advisors delivering personalized wealth management strategies. Responsible for client relationships and collaborating with investment teams in a hybrid setting.

Responsibilities

• Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
• Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
• Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
• Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
• Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
• Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
• CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
• Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
• Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

Requirements

• Bachelor’s Degree in Finance, Business, or a related field.
• 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment.
• Series 65 or equivalent required.
• 5+ Years of Current IAR Registration preferred.
• Strong interpersonal skills and the ability to work well with internal teams to achieve client and firm goals.
• Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly.
• Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus.

Benefits

• Innovative Wealth Management: Access to proprietary investment strategies, bespoke services, and a comprehensive, holistic approach to wealth management.
• Flexible Work Environment: Enjoy flexible working options.
• Collaborative Culture: Join a supportive and growth-focused team that values professional development and community engagement.