Senior Manager elevating strategic client partnerships in tax and flood services at Cotality. Ensuring client satisfaction, retention, and revenue growth through exceptional service delivery.
About the role
- Wealth Manager responsible for wealth management services at Lido Advisors. Supporting Senior Wealth Manager with clients, ensuring superior service, and managing investments.
Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager’s client base
- Anticipate client needs, address and resolve client questions or inquiries, and cultivate relationships through superior client service
- Prepare information and presentations for client meetings
- Coordinate investments for new client allocations and portfolio rebalances
- Execute and reconcile trades as directed by the Senior Wealth Manager
- Address client cash management needs
- Maintain knowledge of firm’s investment strategies
- Set appointments for the Senior Wealth Manager
- Log call/meeting notes and track tasks in 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 required or must be attained within timeframe determined by manager
- The ideal candidate is a self-starter and team player who is comfortable taking initiative
- Technically strong with investments
- Strong follow-up skills
- Excellent written and verbal communication is a must
- Experience with Microsoft Excel
Benefits
- Flexible work environment
- Supports personal and professional growth
- Culture of supporting each other and communities
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