Vice President, Client Relationship Manager
About the role
The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido’s clients. Working closely with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The role will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager.
Lido’s clients 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 collaboration, community, and client focus.
Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipate client needs, address and resolve client questions or inquiries, and cultivate deep relationships through superior client service and follow-up.
- Prepare information and presentations for prospective and existing client meetings, including collecting financial, investment, and tax-related documents, completing financial analyses, and creating presentation and proposal materials.
- Coordinate the deployment of investments for new client allocations and portfolio rebalances.
- Execute and reconcile trades as directed by the Senior Wealth Manager.
- Address client cash management needs to ensure sufficient funds are available to meet investment requirements.
- Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies.
- Set prospective and existing client appointments for the Senior Wealth Manager.
- Log call and meeting notes and track the completion of daily tasks in the firm’s relationship management system.
- Prepare reports and materials for client reviews.
Requirements
- Bachelor’s degree.
- 2+ years of experience in the wealth management industry or related field.
- 2+ years of experience in a client-facing capacity.