LIDO ADVISORS, LLC Jobs in United States

Lido Advisors LLC seeks an experienced Wealth Manager to provide high-level services to clients. · Serves as primary point of contact for Senior Wealth Manager's client base. · Prepares information and presentations for meetings. · ...

A financial advisory firm in Wisconsin is seeking an Associate, Investment Operations to own investment operations and reporting for a multi-billion-dollar investment platform. The ideal candidate will have 25 years of experience in investment operations, strong Excel skills, and ...

Job Description · Lido Advisors is seeking a highly professional Front Office Administrator · Greet visitors and announce them appropriately. · Answer phone calls, screen incoming messages, and provide information when needed. · Organize daily mail/deliveries and maintain cleanli ...

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. This role is centered around delivering comprehensive wealth management solutions to family office clients ...

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, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building ...

Job Title: Wealth Manager · Lido Advisors LLC is seeking an experienced Wealth Manager to provide high-level wealth management services to clients. · Main point of contact for client base; anticipating client needs and cultivating deep relationships through superior service · Pre ...

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, this individual will be responsible for delivering personalized, comprehensive wealth strategies and building ...

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 sc ...

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Senior Associate, Client Relationship Manager, to make an immediate impact by supporting and working alongside Advisory teams in all aspects of wealth management. Lido's vision is to be reco ...

A wealth management firm located in Chicago is seeking an experienced Senior Client Development professional. This role involves developing business for the private wealth group, including networking, coordination with executives, and proactive client engagement. The ideal candid ...

A growing wealth management firm in San Francisco is seeking a Senior Client Development professional to enhance its private wealth group. This role involves coordinating with the executive team to achieve sales goals, developing targeted client campaigns, and building brand awar ...

Lido Advisors is looking for a motivated and highly professional Front Office Administrator. Successful candidates will have the ability to work in an extremely fast-paced environment and be a team player. This is an exciting opportunity with a highly respected investment financi ...