Lido Advisors, LLC

Business Intelligence Developer

• Develop and implement CRM analytics to support key stakeholders
• Utilize Salesforce CRM Analytics to extract, manipulate, and analyze data to support business processes and decision-making
• Create dashboards, reports, and visualizations using Salesforce Analytics and other BI tools
• Build predictive models for data visualization to identify areas of core focus for Sales teams
• Collaborate with cross-functional teams to understand data requirements and deliver customized data solutions
• Collaborate with IT and business stakeholders to customize Salesforce workflows, automation, and integrations
• Perform data cleaning, transformation, and validation to ensure data accuracy and integrity
• Analyze customer data, sales performance, and market trends to provide actionable insights
• Ensure proper data governance, compliance, and security protocols within Salesforce
• Conduct data analysis to identify trends, patterns, and opportunities for improvement
• Present data findings and insights to stakeholders in a clear and concise manner
• Support ad-hoc data requests and provide analytical support for various projects
• Stay up to date with industry trends and best practices in data analytics and visualization
• Develop and maintain interactive dashboards and reports in CRMA, utilizing Snowflake integration

Vice President, Business Intelligence Engineer

Account Manager

• Serve as a main point of contact for the Senior Wealth Manager’s client base
• Anticipate client needs and address and resolve client questions and inquiries
• Cultivate deep client relationships through superior service and follow-up
• Prepare information and presentations for prospective and existing client meetings
• Collect financial, investment, and tax-related documents
• Complete financial analyses and create presentation and proposal materials
• Coordinate 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
• Maintain knowledge of investment strategies and adhere to allocation and compliance policies
• Schedule prospective and existing client appointments
• Log call and meeting notes and track daily tasks in the relationship management system
• Prepare reports and materials for client reviews
• Travel for client meetings as needed

Vice President, Client Relationship Manager

• Manage onboarding of new client accounts, including collecting required documents and client information through in-person meetings or calls
• Liaise with custodian partners and internal departments
• Assist with preparation of alternative investment paperwork with a high level of accuracy
• Respond to client requests, inquiries and transactions such as money movement and transfer requests
• Maintain detailed client records across firm relationship management systems
• Prepare reports, marketing and other materials for client meetings
• Adhere to firm control policies and procedures
• Engage with peers to collaborate on best practices
• Support Advisory teams in all aspects of wealth management and enhance the client experience

Vice President, Business Intelligence Engineer

Vice President, Client Relationship Manager

Associate, Client Relationship Manager