What are the responsibilities and job description for the Senior Client Development, Private Wealth position at Lido Advisors?
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
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
- 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