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© All Rights Reserved. ApplyBlast.com
Lido Advisors
The Vice President, Client Relationship Manager provides high-level wealth management services to Lido's clients, supporting the Senior Wealth Manager's book of business. This role focuses on cultivating deep client relationships, preparing investment presentations, and coordinating portfolio management activities. The position requires a detail-oriented professional passionate about delivering comprehensive advisory services.
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.
Lido Advisors didn’t post a salary, so this is our estimate from similar listings.