Founding GTM focused on building revenue for Gener8's data partnerships. Leading the go - to - market motion and closing strategic deals in emerging data categories.
About the role
- Vice President, Client Relationship Manager responsible for providing wealth management services at Lido Advisors. Collaborating with the Senior Wealth Manager to build client relationships and support investment strategies.
Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
- Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax-related documents, completing financial analyses, and creating presentation and proposal materials for meetings
- Coordinate the deployment of investments for new client allocations and portfolio rebalances
- Execute and reconcile trades as directed by the Senior Wealth Manager
- Address client cash management needs to ensure sufficient funds are available to meet investment requirements
- Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies
- Set prospective and existing client appointments for the Senior Wealth Manager
- Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system
- Prepare reports and materials for client reviews
- Travel for client meetings, as needed
Requirements
- Bachelor’s degree
- 5+ years of experience in the wealth management industry or related field
- 2+ years of experience in a client-facing capacity
- 2+ years of current and consecutive IAR registration
- Series 65 or equivalent is required or must be attained within the timeframe determined by manager (CFP® registrants are exempt from this requirement)
- The ideal candidate is a self-starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow up skills, and has superior communication skills. Excellent written and verbal communication is a must.
- Experience with Microsoft Excel
Benefits
- flexible work environment
- supports personal and professional growth
- embraces a culture of supporting each other, our communities, and our clients
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