Lido Advisors Jobs in United States

Lido Advisors LLC an established and expanding wealth management firm is looking for an Associate Private Client Services to make an immediate impact by supporting Advisory teams in all aspects of wealth management · ...

Lido Advisors, a rapidly expanding wealth management firm, is seeking an experienced and dedicated Senior Wealth Manager to join our team within our Private Wealth practice. · ...

The Wealth Manager provides wealth management services to Lido's clients. They will support the Senior Wealth Manager's existing book of clients and work in a hybrid role. · Serve as a main point of contact for client base; anticipating client needs... · Maintain an in-depth know ...

Lido Advisors LLC is seeking a seasoned professional to fill the role of Head of Client Reporting. The successful candidate will play a pivotal role in owning and overseeing all performance management activities on a firm-wide scale. · ...

The Investment Management team at Lido Advisors LLC spans portfolio management risk assessment market research trading building and maintaining proprietary technology to support the firm's rapid growth. We are modernizing our operational and data infrastructure to support scalabl ...

The Senior Associate enhances the client experience by providing exceptional client service through operational support to one or more Wealth Advisors. · Lido offers a flexible work environment and supports personal and professional growth. · ...

Lido Advisors, LLC is looking for an Associate to support Advisory teams in all aspects of wealth management. · ...

Lido Advisors LLC is looking to hire an experienced Senior Wealth Manager responsible for providing the highest level of wealth management services. · ...

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. · ...

+Lido Advisors, LLC is looking for an Associate, Client Relationship Manager to support Advisory teams in all aspects of wealth management. · +Manage the onboarding of new client accounts. · Liaise with custodian partners and internal departments. · Provide exceptional client ser ...

Lido Advisors LLC is looking to hire a Senior Client Development for our private wealth group. · Develop business for our private wealth group · ...

The Wealth Manager is responsible for providing wealth management services to Lido's clients. · Serve as a main point of contact for client base; · Prepare information and presentations for prospective client meetings; · ...

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. · Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each clie ...

Lido Advisors is looking for an Associate, Client Relationship Manager to support Advisory teams in wealth management. The role enhances the client experience by providing exceptional service and administrative support. · ...

Lido Advisors, LLC is seeking an Associate to join our Business Development team as a Wealth Advisor to make an immediate impact expanding our reach. · ...

Lido Advisors seeks an Associate Client Relationship Manager to support Advisory teams in wealth management. · ...

The Wealth Manager is responsible for providing high-level wealth management services to Lido's clients. · Working hand-in-glove with the Senior Wealth Manager · Supporting Senior Wealth Manager's existing client base · ...

Wealth management firm Lido Advisors seeks experienced Wealth Manager to provide high-level wealth management services to clients. · The ideal candidate will work closely with Senior Wealth Manager to deliver exceptional client service and investment expertise. · Provide comprehe ...

We are seeking an experienced Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building long-term client relationships. · Provide Comprehensive Wea ...

Lido Advisors is looking for a Financial Planner to join its Advanced Wealth Planning Team. ...