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
The Vice President, Client Relationship Manager provides high-level wealth management services to Lido's clients, working closely with the Senior Wealth Manager to support an existing book of business. This role focuses on delivering comprehensive advisory services, including legacy planning, tax advisory, and investment strategies, while ensuring exceptional client service and relationship management. The position requires a detail-oriented professional passionate about investments and client success.
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.
25% below the average for this role
Vice President, Relationship Manager
野村ホールディングス（株）
Senior Wealth Advisor - Wealth Advisory - Charlotte
CliftonLarsonAllen LLP
Vice President, Relationship Manager
野村ホールディングス（株）
Vice President, Wealth Planner
JPMorganChase
Vice President and Trust Relationship Manager
GS India Finance Limited
Vice President, Relationship Manager
thetorontodominionbankcanada.com