Lido Advisors, LLC - Senior Client Development, Private Wealth

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All Jobs > Senior Client Development, Private Wealth Lido Advisors, LLC Apply Senior Client Development, Private Wealth Century City, CA (Hybrid) Apply Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Duties and Responsibilities Network utilizing various channels to develop qualified potential clientsCoordinate with executive team to meet sales goalsDevelop and implement proactive and digital campaigns to identify and prospect future clientsBuild brand awarenessMarket financial planning, investment strategy and products to prospective clientsBuild a referral network and network with referral sources Requirements Bachelor’s Degree8+ years in a high growth and dynamic sales environmentExperience in wealth management, financial advisory, or other financial services highly preferredProven ability to self-start, take initiative, and drive resultsExcellent written and verbal communication skillsAbility to work both independently and within a team to achieve shared goalsWe are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future. #LI-JM1 Salary Description $175,000 - $200,000 Apply View All Jobs Powered by Privacy Policy | Payroll & HR Software Lido Advisors, LLC: Privacy Policy

All Jobs > Senior Client Development, Private Wealth

All Jobs > Senior Client Development, Private Wealth

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Senior Client Development, Private Wealth

Lido Advisors, LLC

Apply Senior Client Development, Private Wealth Century City, CA (Hybrid) Apply Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Duties and Responsibilities Network utilizing various channels to develop qualified potential clientsCoordinate with executive team to meet sales goalsDevelop and implement proactive and digital campaigns to identify and prospect future clientsBuild brand awarenessMarket financial planning, investment strategy and products to prospective clientsBuild a referral network and network with referral sources Requirements Bachelor’s Degree8+ years in a high growth and dynamic sales environmentExperience in wealth management, financial advisory, or other financial services highly preferredProven ability to self-start, take initiative, and drive resultsExcellent written and verbal communication skillsAbility to work both independently and within a team to achieve shared goalsWe are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. The successful candidate’s starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future. #LI-JM1 Salary Description $175,000 - $200,000 Apply View All Jobs

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