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© All Rights Reserved. ApplyBlast.com
Lido Advisors
Lido Advisors, LLC is seeking a Senior Associate, Client Relationship Manager to support Advisory teams in wealth management by enhancing the client experience through operational support and comprehensive investment strategies. The role involves cultivating client relationships, preparing for meetings, coordinating investment deployments, and managing client onboarding in a fast-paced, team-oriented environment. This position requires strong attention to detail, excellent interpersonal skills, and proficiency in financial analysis and reporting tools.
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.
Right around the average for this role