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 and Responsibilities ...
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 and Responsibilities ...
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 and Responsibilities
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 and Responsibilities
Phase 1 - The Lido at Sand Valley | Nekoosa, WI * Late March or early April through mid-October ... Flexible schedule including early mornings, weekends, and holidays * Willingness to relocate ...
Phase 1 - The Lido at Sand Valley | Nekoosa, WI * Late March or early April through mid-October ... Flexible schedule including early mornings, weekends, and holidays * Willingness to relocate ...
Phase 1 - The Lido at Sand Valley | Nekoosa, WI * Late March or early April through mid-October ... Flexible schedule including early mornings, weekends, and holidays * Willingness to relocate ...
Phase 1 - The Lido at Sand Valley | Nekoosa, WI * Late March or early April through mid-October ... Flexible schedule including early mornings, weekends, and holidays * Willingness to relocate ...
Grounds Care Technician @ The Lido
Nekoosa, WI · On-site
$15.75 - $20.25/hr
Sand Valley, Mammoth Dunes, Sandbox, The Lido, Sedge Valley, and Commons. Founded in 2016 by ... Willingness to work a flexible schedule, including weekends as needed. Physical Requirements ...
Grounds Care Technician @ The Lido
Nekoosa, WI · On-site
$15.75 - $20.25/hr
Sand Valley, Mammoth Dunes, Sandbox, The Lido, Sedge Valley, and Commons. Founded in 2016 by ... Willingness to work a flexible schedule, including weekends as needed. Physical Requirements ...
Grounds Care Technician @ The Lido
Nekoosa, WI · On-site
$15.75 - $20.25/hr
Sand Valley, Mammoth Dunes, Sandbox, The Lido, Sedge Valley, and Commons. Founded in 2016 by ... Willingness to work a flexible schedule, including weekends as needed. Physical Requirements ...
Grounds Care Technician @ The Lido
Nekoosa, WI · On-site
$15.75 - $20.25/hr
Sand Valley, Mammoth Dunes, Sandbox, The Lido, Sedge Valley, and Commons. Founded in 2016 by ... Willingness to work a flexible schedule, including weekends as needed. Physical Requirements ...
Grounds Care Technician @ The Lido
$15.75 - $20.25/hr
Sand Valley, Mammoth Dunes, Sandbox, The Lido, Sedge Valley, and Commons. Founded in 2016 by ... Willingness to work a flexible schedule, including weekends as needed. Physical Requirements ...
Quick apply
Grounds Care Technician @ The Lido
$15.75 - $20.25/hr
Sand Valley, Mammoth Dunes, Sandbox, The Lido, Sedge Valley, and Commons. Founded in 2016 by ... Willingness to work a flexible schedule, including weekends as needed. Physical Requirements ...
Part Time Stylist - Lido Village (located inside Alchemy Works)
Newport Beach, CA · On-site
$24 - $25/hr
... team in the Lido Marina Village located in Newport Beach, CA. The Stylist will be primarily ... Ability to work a flexible schedule including holidays and weekends. * Technological competency and ...
Part Time Stylist - Lido Village (located inside Alchemy Works)
Newport Beach, CA · On-site
$24 - $25/hr
... team in the Lido Marina Village located in Newport Beach, CA. The Stylist will be primarily ... Ability to work a flexible schedule including holidays and weekends. * Technological competency and ...
RRLDK - Housekeeper
Sarasota, FL · On-site
$13.50 - $17.25/hr
YOUR ROLE As a Housekeeper at Rosewood Residences Lido Key, you will play a vital role in ... You are flexible and available to support operational needs, including weekends and holidays OUR ...
RRLDK - Housekeeper
Sarasota, FL · On-site
$13.50 - $17.25/hr
YOUR ROLE As a Housekeeper at Rosewood Residences Lido Key, you will play a vital role in ... You are flexible and available to support operational needs, including weekends and holidays OUR ...
RRLDK - Engineer
Sarasota, FL · On-site
At Rosewood Residences Lido Key, the Engineering team is essential to maintaining the integrity ... You are flexible and dependable, with the ability to support operational needs including weekends ...
RRLDK - Engineer
Sarasota, FL · On-site
At Rosewood Residences Lido Key, the Engineering team is essential to maintaining the integrity ... You are flexible and dependable, with the ability to support operational needs including weekends ...
RRLDK - Steward
Sarasota, FL · On-site
$13.50 - $18.25/hr
YOUR ROLE At Rosewood Residences Lido Key, we are committed to delivering exceptional, personalized ... are flexible and available to work evenings, weekends, and holidays OUR COMMITMENT TO YOU At ...
RRLDK - Steward
Sarasota, FL · On-site
$13.50 - $18.25/hr
YOUR ROLE At Rosewood Residences Lido Key, we are committed to delivering exceptional, personalized ... are flexible and available to work evenings, weekends, and holidays OUR COMMITMENT TO YOU At ...
Bartender
Medical
Dental
Vision
Life
Retirement
PTO
From laid-back waterfront service at Lido, to high-energy nights at Monterrey, to vibrant poolside ... Ability to work flexible schedules including nights, weekends, and holidays. Core Competencies
Bartender
Medical
Dental
Vision
Life
Retirement
PTO
From laid-back waterfront service at Lido, to high-energy nights at Monterrey, to vibrant poolside ... Ability to work flexible schedules including nights, weekends, and holidays. Core Competencies
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Quick apply
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Leasing Professional
Henderson, NV · On-site
$18.50 - $19.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Leasing Professional
Henderson, NV · On-site
$18.50 - $19.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Quick apply
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Quick apply
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Leasing Professional
$18.50 - $19.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Leasing Professional
$18.50 - $19.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Leasing Professional
$18.50 - $19.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Leasing Professional
$18.50 - $19.50/hr
Medical
Dental
Vision
Life
Retirement
PTO
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
Quick apply
Apartment Leasing Professional
$18.50 - $19.50/hr
Leasing Professional - South Valley Ranch | Lido | Henderson, NV Who We Are: Founded in 1975, CONAM ... Flexible Spending Accounts (FSAs) * Employee Assistance Program (EAP) * Additional perks: Service ...
barista - Store# 00586, VIA LIDO
Newport Beach, CA · On-site
$20.25 - $22.99/hr
Medical
Dental
Vision
Life
Retirement
PTO
Available to work flexible hours that may include early mornings, evenings, weekends, nights and/or holidays * Meet store operating policies and standards, including providing quality beverages and ...
barista - Store# 00586, VIA LIDO
Newport Beach, CA · On-site
$20.25 - $22.99/hr
Medical
Dental
Vision
Life
Retirement
PTO
Available to work flexible hours that may include early mornings, evenings, weekends, nights and/or holidays * Meet store operating policies and standards, including providing quality beverages and ...
Flexible Lido information
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Job description
The Vice President, Client Relationship Manager is responsible for providing the highest level of wealth management services to Lido's clients. Working hand-in-glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Client Relationship Manager 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 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 and Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager's client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
- Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
- 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/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
- CFP
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.
#LI-JM1
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 and Responsibilities
- Serve as a main point of contact for the Senior Wealth Manager's client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up
- Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings
- 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/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
- CFP
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.
#LI-JM1
About Lido Advisors
Sourced by ZipRecruiter
Industry
Investment management and consulting services
Company size
51 - 200 Employees
Headquarters location
Los Angeles, CA, US
Year founded
1999