The Vice President, 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, Client Relationship Manager 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.
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
Requirements
- Bachelor's degree
- 2+ years of experience in the wealth management industry or related field
- 2+ years of experience in a client-facing capacity
- CFP
#LI-JM1
