Lido Advisors

Vice President, Wealth Manager (CRM) Location: Dallas, TX Hybrid Job Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Vice President, Wealth Manager (CRM). The Vice President, Wealth Manager (“CRM”, Client Relationship Manager) is responsible for providing the highest level of wealth management services to Lido’s clients. Working hand in glove with the Senior Wealth Manager, this person must be detail-oriented, analytical, and passionate about client service and investments. The Vice President, Wealth Manager (CRM) will directly support the Senior Wealth Manager’s existing book of clients, acting as an essential and indispensable resource to both Lido clients and the Senior Wealth Manager. Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manager. Duties and Responsibilities - Serve as a main point of contact for the Senior Wealth Manager’s client base; anticipating client needs, addressing and resolving client questions or inquiries, and cultivating deep relationships through superior client service and follow up - Prepare information and presentations for prospective client and existing client meetings, including the collection of financial, investment, and tax related documents, completing financial analyses, and creating presentation and proposal materials for meetings - Coordinate the deployment of investments for new client allocations and portfolio rebalances - Execute and reconcile trades as directed by the Senior Wealth Manager - Address client cash management needs to ensure sufficient funds are available to meet investment requirements - Maintain an in-depth knowledge of the firm’s investment strategies and ensure adherence to allocation and compliance policies - Set prospective and existing client appointments for the Senior Wealth Manager - Log call/meeting notes and track the completion of daily tasks in the firm’s relationship management system - Prepare reports and materials for client reviews - Travel for client meetings, as needed Requirements - Bachelor’s degree required - 2+ years of experience in the wealth management industry or related field - Series 65 or 66 is required or must be attained within the timeframe determined by manager. CFP® registrants are exempt from this requirement. - The ideal candidate is a self-starter and team player who is comfortable taking initiative, technically strong with investments, has strong follow up skills, and has superior communication skills. Excellent written and verbal communication is a must. - Ability to think ahead and solve for future roadblocks. - Strong experience with Microsoft Excel. Familiarity with Microsoft Office systems and Salesforce is a plus. We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

Associate, Wealth Management Location: Dallas, TX Hybrid Job Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an Associate, Wealth Management. As an Associate, Wealth Management you will benefit from our in-house, comprehensive, and differentiated approach to wealth advisory services, including our legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed income strategies. Lido Advisors supports personal and professional growth, a flexible work environment, and embraces a culture of supporting each other, our communities, and our clients! Under the direction of the Market Leader and Senior Wealth Manager, the Associate is responsible for providing the highest level of wealth management support services to Lido’s clients. Your passion for understanding investments and analytical work, acts as an essential and indispensable resource for Lido clients. Through frequent communication and collaboration, the Associate supports Senior Wealth Managers and Wealth Managers, partnering with them to manage and service client relationships. This is a hybrid role, working in the office 3-4 days per week, or at the discretion of the Senior Wealth Manager. Responsibilities - Support the needs of our Sr. Wealth Managers, learn the Lido investment strategies, understand the client base by shadowing the Sr. Wealth Manager, resolving inquiries, providing analysis and cultivating relationships through superior client service - Receive/review prospect leads and set appointments for Sr. Wealth Managers - Prepare for prospect and client meetings by collecting financial information, completing various financial analyses, and creating presentations materials for meetings - Coordinate the deployment of investments for new client allocations and portfolio rebalances - Execute and reconcile trades as directed by Senior Wealth Managers - Address cash management needs to ensure sufficient funds are available to meet funding requirements - Maintain an in-depth knowledge of the firm’s products and ensure adherence to allocation policies - Maintain and track prospect and client engagement in firm relationship management system - Prepare reports and materials for periodic client reviews - Travel as needed Requirements - Bachelor’s degree - Courses completed in Finance, Financial Planning or Wealth Management or related field - Must be highly organized, technically strong and be an enthusiastic, effective team player - Ability to think strategically and creatively in a fast-paced environment - Proven ability to self-start, take initiative, work collaboratively, and drive results - Excellent written and verbal communications - Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

Senior Client Development, Private Wealth Remote (United States) Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role. Lido’s clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients. Duties and Responsibilities - Network utilizing various channels to develop qualified potential clients - Coordinate with executive team to meet sales goals - Develop and implement proactive and digital campaigns to identify and prospect future clients - Build brand awareness - Market financial planning, investment strategy and products to prospective clients - Build a referral network and network with referral sources Requirements - Bachelor’s Degree - 8+ years in a high growth and dynamic sales environment - Experience in wealth management, financial advisory, or other financial services highly preferred - Proven ability to self-start, take initiative, and drive results - Excellent written and verbal communication skills - Ability to work both independently and within a team to achieve shared goals

Trust Officer Remote (California) Lido Advisors, LLC is an established and growing wealth management firm with over $40B in assets under management is seeking a Trust Officer responsible for fiduciary oversight and client relationship management of individual wealth management accounts, including those where the Trust Company serves as Trustee, Executor or Agent for various account types, including agency, retirement, foundation, charitable, revocable, and irrevocable trust accounts. The Trust Officer is responsible for proactive client service, account growth, client retention, risk management, and the overall administration of the assigned book of business. Duties and Responsibilities - Manage estate settlement and trust administration, including inventory and collection of trust assets; research and coordinate payment of debts and taxes; process beneficiary distributions; prepare required estate notices in accordance with applicable state law; and coordinate the preparation of all required income and estate tax filings. - Oversee the management and/or disposition of trust-owned personal and real estate property. - Support new account onboarding, including account setup and asset transfer follow-up - Perform post-acceptance and annual administrative account reviews (Reg 9) for assigned accounts. - Participate in day-to-day activities related to managing and mitigating risk within probate and trust accounts; ensure compliance with governing documents, Trust Company policies and procedures, and applicable state and federal banking regulations. - Maintain high levels of client service through timely research and responsiveness to trust beneficiaries, clients, and their centers of influence. - Read and interpret complex trust instruments; make informed decisions based on knowledge and research. - Research and recommend appropriate courses of action on non-routine fiduciary matters to senior management and/or relevant committees. - Provide proactive client service, including periodic reviews of clients’ financial and estate planning goals and objectives. - Maintain current knowledge of wealth management industry developments, laws, principles, and regulations, including those related to estate, fiduciary, charitable, and tax planning. - Participate in business development efforts with existing and prospective clients - Engage with local community and professional organizations (e.g., bar associations, estate planning, wealth management, and fiduciary groups) to enhance the Trust Company’s professional presence. - Participate in special projects as needed. Requirements - 7–10 years of experience in trust administration and estate settlement; Bachelor’s degree required (advanced degree a plus); CTFA preferred. - Proficiency in Microsoft Office; CRM experience required (Salesforce a plus). - Familiarity with trust accounting systems. - Strong knowledge of trust administration principles, with practical experience administering trusts governed by California law (Nevada experience a plus). - Working knowledge of the California Probate Code, CUPIA, and estate, GST, gift, and income tax laws as they apply to fiduciaries and beneficiaries. - Experience administering trust-owned real estate, partnerships, and other unique/illiquid assets. - Strong understanding of fiduciary risk and related issues. - General knowledge of investment strategies, objectives, and asset allocation. - Solution-oriented, decisive, and self-motivated; able to work independently with minimal supervision. - Strong organizational, time management, and multitasking skills, with a high level of accuracy and attention to detail. - Excellent interpersonal and communication skills when interacting with colleagues, clients, and their centers of influence. - Represents the firm with a high level of professionalism and strong client-facing presence. Salary Description $135,000 - $150,000

Senior Associate, Advanced Wealth Planning Remote (United States) Description Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Financial Planner to join its Advanced Wealth Planning Team. The Sr. Associate will have an opportunity to work with a growing and experienced financial planning team and report to the Director and Head of Advanced Wealth Planning. Duties & Responsibilities - Prepare and present cases on planning calls for both clients and prospects with assets from $5 million to $15 million - Consult and develop financial plans and wealth management strategies based on client's financial and investment goals - Participates in calls with senior planners and attends debrief sessions to give and receive constructive criticism; includes participating in role-play scenarios - Continue to build upon knowledge of Lido’s tools, and all aspects of financial planning in general (tax, estate, insurance, investments, employee benefits, etc.) - Meet with clients on an ongoing basis to review changes to their financial and personal situation - Assist in developing content for webinars, Monday morning calls, and the Advanced Wealth Planning website - Work alongside the marketing team to have articles published - Effectively source business prospects and employ member acquisition techniques - Assist in data gathering in anticipation of upcoming planning meetings - Monitor and update client Financial Plans as needed - Other duties as assigned Requirements - Bachelor’s Degree - Certified Financial Planning (CFP) Designation or pursuant of CFP - Experience using eMoney - Must be highly organized, technically strong, and be an enthusiastic, effective team player - Ability to think strategically and creatively in a fast-paced environment - Proven ability to self-start, take initiative, work collaboratively, and drive results - Excellent written and verbal communication - Experience with Excel/Word/Outlook/PowerPoint, with an emphasis on Excel

Sr. Associate, Client Reporting Platform Enablement Location: Remote (United States) Description Lido Advisors is seeking a Sr. Associate, Client Reporting Platform Enablement to join the Client Reporting team within the Operations department. This role will support the continued evolution of our reporting platform, Addepar, by partnering closely with the Technical Product Owner to design, document, test, and roll out enhancements. This is an ideal opportunity for someone who enjoys working at the intersection of technology, operations, and client experience. This person would be responsible for translating business needs into scalable platform solutions. Responsibilities - Collaborate with the Technical Product Owner to support the development and implementation of platform enhancements within Addepar - Gather, document, and refine business and technical requirements for new features and improvements - Create clear and comprehensive requirements documentation, user stories, and process flows - Develop training materials and user guides to support adoption across internal teams - Assist with QA testing, including test case creation, execution, and validation of enhancements prior to release - Support release management and rollout efforts, ensuring smooth deployment and minimal disruption to users - Act as a liaison between business stakeholders, operations, and technology teams - Continuously identify opportunities to improve platform functionality, efficiency, and user experience Requirements - 3-5 years of experience administering or working within Addepar and/or product management, platform enablement, or business analysis - Experience with QA/testing methodologies, including test case creation and execution - Familiarity with wealth management, financial services, or RIA environments - Strong communication skills, with the ability to translate technical concepts into clear, user-friendly language - Technical - Highly organized with strong attention to detail and documentation skills - Ability to manage multiple priorities in a fast-paced environment - Collaborative mindset with strong stakeholder management skills What Success Looks Like - Seamless rollout of platform enhancements with high user adoption - Clear, actionable documentation that improves cross-team alignment - Strong partnership with stakeholders across Operations, Technology, and Client Relationship Management - Continuous improvement in reporting capabilities and user experience