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


• PowerPoint