ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© All Rights Reserved. ApplyBlast.com
ApplyBlast uses AI to match you with the right jobs, tailor your resume and cover letter, and apply automatically so you can land your dream job faster.
© 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. The role involves managing new client onboarding, liaising with custodian partners, and providing exceptional client service in a fast-paced, team-oriented environment. The position requires strong attention to detail, excellent communication skills, and proficiency in financial services tools.
Headquarters
Los Angeles, California, United States
Lido Advisors is a national fiduciary registered investment advisor (RIA) offering integrated wealth management services to entrepreneurs, executives, and families. Their core disciplines include financial planning, investment management, trust and estate planning, and tax consulting and preparation. With over 25 years in business, $46.4B in regulatory assets under management, and 40+ offices nationwide, Lido delivers coordinated, customized strategies for clients with complex financial needs.
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.