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© All Rights Reserved. ApplyBlast.com
Lido Advisors
Lido Advisors, LLC is seeking an Associate, Client Relationship Manager to support Advisory teams in wealth management by enhancing the client experience through administrative and operational support. This role involves managing new client account onboarding, liaising with custodian partners, and providing exceptional client service in a fast-paced, team-oriented environment. The position requires strong attention to detail and the ability to collaborate effectively to deliver comprehensive investment and wealth strategies.
Headquarters
Los Angeles, California, United States
Lido Advisors provides comprehensive and private wealth management strategies and advisory to high net worth individuals, families, charities, & institutions.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Lido Advisors.
10% above the average for this role