Senior Wealth Manager

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team.

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