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© All Rights Reserved. ApplyBlast.com
Lido Advisors
Lido Advisors is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and build long-term client relationships. The role involves managing client portfolios, collaborating with investment and client-service teams, and driving business growth through proactive engagement and referral network development. This position requires a client-first mentality with expertise in financial planning, tax and estate planning, and investment management.
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.
16% above the average for this role