Note: The job is a remote job and is open to candidates in USA. Lido Advisors is a wealth management firm, and they are seeking a Vice President, Client Relationship Manager to provide high-level services to their clients. The role involves supporting the Senior Wealth Manager and ensuring excellent client service through various responsibilities related to client interactions and investment management.
Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
- Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
- Coordinate the deployment of investments for new client allocations and portfolio rebalances
- Execute and reconcile trades as directed by the Senior Wealth Manager
- Address client cash management needs to ensure sufficient funds are available to meet investment requirements
- Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies
- Set prospective and existing client appointments for the Senior Wealth Manager
- Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system
- Prepare reports and materials for client reviews
Skills
- Bachelor's degree
- 2+ years of experience in the wealth management industry or related field
- 2+ years of experience in a client-facing capacity
- CFP
Benefits
- Lido offers a flexible work environment
- Supports personal and professional growth
- Embraces a culture of supporting each other, our communities, and our clients
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