Senior Wealth Manager

Senior Wealth Manager

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, you will deliver personalized, comprehensive wealth strategies and build long‑term client relationships. The ideal candidate will have expertise in financial planning, including tax and estate planning, investment management, and asset allocation, and will provide exceptional service while managing your own book of clients.

We pride ourselves on an entrepreneurial culture and a commitment to best‑in‑class wealth advisory services. We offer a unique approach to wealth management, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed‑income strategies. Our flexible work environment encourages personal and professional growth, and we embrace collaboration and mutual support.

• Provide comprehensive wealth strategies tailored to each client’s goals and objectives.
• Manage client relationships, anticipate needs, resolve inquiries, and ensure portfolios remain aligned with financial goals.
• Collaborate with investment teams to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
• Collaborate with client‑service teams to onboard new clients and manage existing relationships.
• Direct investment deployments for new client allocations and manage portfolio rebalances.
• Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies.
• Drive business growth by proactively seeking opportunities to increase client wallet share.
• Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow‑up.
• Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
• Build and cultivate a referral network to expand business development opportunities.
• Maintain in‑depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.

• Proven success in client acquisition and retention with a client‑first mentality.
• Expertise in wealth management and investment strategies, including alternative investments.
• Client‑centric approach with a passion for delivering tailored financial solutions.
• Financial planning and critical thinking skills to assess needs and provide clear recommendations.
• Independent, results‑oriented, and self‑motivated, capable of working independently and as part of a team.
• High level of integrity and professionalism, adhering to ethical guidelines and firm policies.

• 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.
• Excellent written and verbal communication skills, with ability to explain complex concepts clearly.
• Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus.

• Innovative wealth management: access to proprietary investment strategies and bespoke services.
• Flexible work environment with flexible working options.
• Collaborative culture valuing professional development and community engagement.

Lido Advisors is proud to be an equal‑opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. We also do not discriminate against qualified applicants with arrest or conviction records.