Senior Wealth Manager
Lido Advisors, LLCMinneapolis, Minnesota, United States
Posted February 3, 2026
150000 - 175000 USD
Full Time
About the Company
Lido Advisors is a growing and established wealth management firm with an entrepreneurial culture and commitment to providing best-in-class wealth advisory services.
Job Description
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