Vice President, Client Relationship Manager

Lido Advisors, LLC

. Serve as a main point of contact for the Senior Wealth Manager’s client base .

Posted 10/2/2026full-timeCentury City • California • United StatesLead💰 $90,000 - $110,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in client relationship management within the wealth management industry, with a strong focus on financial analysis, investment strategies, and compliance. Proficient in preparing presentations and reports while maintaining superior communication and follow-up skills.

Highest-signal resume keywords

Client Relationship ManagementFinancial AnalysisInvestment StrategiesSeries 65 CertificationMicrosoft Excel

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Financial AnalysisInvestment StrategiesTrade ExecutionPortfolio RebalancingClient Presentations

Soft Skills

Superior Communication SkillsStrong Follow-Up SkillsSelf-StarterTeam Player

Tools & Technologies

Relationship Management SystemMicrosoft Excel

Certifications & Qualifications

Bachelor's DegreeSeries 65 CertificationIAR Registration

Industry Keywords

Wealth ManagementClient-Facing ExperienceCompliance PoliciesFinancial DocumentsInvestment Allocations

About the role

Key responsibilities & impact

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

Requirements

What you’ll need

Bachelor’s degree
2+ years of experience in the wealth management industry or related field
2+ years of experience in a client-facing capacity
2+ years of current and consecutive IAR registration
Series 65 or equivalent is required or must be attained within the timeframe determined by manager; CFP® registrants are exempt
Self-starter and team player comfortable taking initiative
Technical strength with investments
Strong follow-up skills
Superior written and verbal communication skills
Experience with Microsoft Excel

Benefits

Comp & perks

Flexible work environment
Personal and professional growth support
Culture of supporting each other, communities, and clients