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Senior Client Development, Private WealthLido Advisors • San Francisco, California, United States
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Senior Client Development, Private Wealth

Lido Advisors
  • US
    San Francisco, California, United States
  • US
    San Francisco, California, United States
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À propos

Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. Lido’s clients will 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 supporting each other, our communities, and our clients.
Duties & Responsibilities
Network utilizing various channels to develop qualified potential clients
Coordinate with executive team to meet sales goals
Develop and implement proactive and digital campaigns to identify and prospect future clients
Build brand awareness
Market financial planning, investment strategy and products to prospective clients
Build a referral network and network with referral sources
Requirements
Bachelor’s Degree
8+ years in a high growth and dynamic sales environment
Experience in wealth management, financial advisory, or other financial services highly preferred
Proven ability to self‑start, take initiative, and drive results
Excellent written and verbal communication skills
Ability to work both independently and within a team to achieve shared goals
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.
Salary Description $175,000 - $200,000
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  • San Francisco, California, United States

Compétences linguistiques

  • English
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