Wealth Manager

4 weeks ago

Boston, United States Lido Advisors, LLC Full time

Overview Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth Manager. The Wealth Manager provides the highest level of wealth management services to Lidos clients, works closely with the Senior Wealth Manager, and supports the Senior Wealth Managers existing book of clients. The role requires being detail-oriented, analytical, and passionate about client service and investments. This position supports a client-focused, in-house approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. This is a hybrid role, working in the office 4 days per week, or at the discretion of the Senior Wealth Manager. Base pay $90,000.00/yr - $110,000.00/yr Responsibilities Serve as a main point of contact for the Senior Wealth Managers 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 firms investment strategies and ensure adherence to allocation and compliance policies. Set prospective and existing client appointments for the Senior Wealth Manager. Log call/meeting notes and track the completion of daily tasks in the firms relationship management system. Prepare reports and materials for client reviews. Travel for client meetings, as needed. Qualifications Bachelors degree 5+ 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 from this requirement) Self-starter and team player who is comfortable taking initiative, technically strong with investments, with strong follow-up skills and superior communication skills Excellent written and verbal communication Strong experience with Microsoft Excel; familiarity with Microsoft Office systems and Salesforce is a plus We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records. #J-18808-Ljbffr

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