Vice President, Client Relationship Manager
Company: Lido Advisors
Location: Bellevue
Posted on: April 2, 2026
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Job Description:
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. 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 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 - 5 years of experience in
the wealth management industry or related field - 2 years of
experience in a client-facing capacity - 2 years of current and
consecutive IAR registration - Series 65 or equivalent 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. - Experience with
Microsoft 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. LI-JM1 Salary Description $90,000 - $110,000
Keywords: Lido Advisors, South Hill , Vice President, Client Relationship Manager, Accounting, Auditing , Bellevue, Washington
