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© All Rights Reserved. ApplyBlast.com
Lido Advisors
Lido Advisors is seeking a skilled Business intelligence and CRM Analytics Specialist to drive data-driven decision-making and optimize reporting processes. The role involves leveraging Salesforce CRM Analytics, data visualization, and AI tools to translate insights into actionable strategies for wealth management services. The ideal candidate will collaborate with cross-functional teams to customize workflows, ensure data integrity, and present findings to stakeholders.
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.
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