Team Lead, Private Client Services

Lido Advisors, LLC, an established and expanding wealth management firm is looking for a Team Lead, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth management. The Team Lead will report directly to the Director, Co-Head Client Relationship Manager.

The Team Lead, Client Relationship Manager will lead a team of Associates while promoting best practices, evaluating performance, offering feedback, and demonstrating the desired skills and work ethic. Lido Advisors offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.  Lido’s vision is to be recognized as the pre-eminent wealth advisory firm delivering an essential service to our clients.

Duties and Responsibilities:

• Responsible for management and oversight of Client Relationship Manager Associates in a particular market.
• Organizes and leads team meetings as needed and holds weekly 1:1 meetings.
• Distributes information to team members from management and collects feedback to share with the Market Leader, Wealth Managers, and Advisors
• Reinforces firm’s processes and procedures and promotes a culture of innovation, process improvement and looks for ways to optimize and create efficiencies
• Cultivate and enhance new and existing relationships with active communication with clients, processing client requests, and resolving inquiries.
• Help prepare for client meetings by collecting financial information, completing various financial analysis, and creating presentation materials for meetings.
• Liaise with custodian partners and internal departments.
• Support the team’s overall strategy by preparing regular or ad hoc reports, marketing, and other materials for client meetings.