Senior Wealth Manager

Responsibilities

• Cultivate and nurture long-term relationships with family office clients, ensuring the delivery of individualized wealth management solutions that are aligned with their evolving financial goals.
• Serve as the primary point of contact for clients, managing their expectations, addressing inquiries, and proactively identifying and solving their financial planning needs.
• Work closely with Lido’s tax, estate, trust, and investment teams to provide clients with a holistic, integrated approach to their wealth management strategy.

Comprehensive Financial Planning

• Lead the development and execution of detailed financial plans with a focus on tax mitigation, estate planning, risk management, and philanthropic strategies.
• Advise clients on complex estate tax issues and create customized strategies to help them preserve and transfer wealth effectively across generations.
• Construct clear, actionable financial plans that address clients' unique needs in estate planning, tax efficiency, and investment strategies.

Wealth Management

• Manage client portfolios by ensuring investment strategies are aligned with long-term financial goals, including oversight of portfolio rebalances and monitoring performance.
• Leverage your expertise in financial planning software (e.g., eMoney) to create tailored solutions for clients in the $15M-$30M+ net worth range.

Collaborative Teamwork

• Collaborate with Lido’s team of professionals, including tax, estate, trust, and investment advisors, to deliver a seamless and integrated wealth management experience for clients.
• Foster a culture of teamwork and support, helping to ensure that clients’ financial goals are met with a high level of service and personalized attention.