Senior Wealth Manager & Growth Strategist
Listed on 2026-11-05
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Finance & Banking
Wealth Management
Lido Advisors in Bellevue, WA seeks an experienced Vice President, Senior Wealth Manager to lead a personal book of high-net-worth clients. You will deliver comprehensive wealth strategies, oversee financial planning, tax and estate considerations, and collaborate with investment teams to optimize portfolios.
This role emphasizes client relationships, business development, and a collaborative culture. You will mentor junior staff, expand wallet share, and ensure service levels align with firm
This is a genuine opening to take on the Senior Wealth Manager & Growth Strategist role at Lido Advisors.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Senior Wealth Manager & Growth Strategist role in the description above.
We appreciate your interest in this position.
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