Vice President, Senior Wealth Manager

• 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.

Core Competencies

Demonstrates expertise in delivering comprehensive wealth strategies and managing client relationships, with a strong focus on investment deployment and portfolio management. Proficient in utilizing CRM systems and financial modeling tools to drive business growth and enhance client engagement.

Highest-signal resume keywords

• Wealth Management
• Client Relationship Management
• Investment Deployment
• Financial Modeling
• Series 65 Certification

ATS Optimization Keywords

Hard Skills

• Financial Analysis
• Portfolio Management
• Investment Strategy Development
• Client Onboarding
• Business Development

Soft Skills

• Interpersonal Skills
• Communication Skills
• Team Collaboration
• Problem Solving

Certifications & Qualifications

• Series 65
• IAR Registration

Industry Keywords

• Wealth Strategies
• Client Portfolios
• Investment Professionals
• Referral Network
• Financial Objectives

Tools & Technologies

• Salesforce
• Excel
• Word
• Outlook
• Power Point