Lido Advisors, LLC
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services
Associate - Business Development
March 18
Lido Advisors, LLC
Lido Advisors, LLC is a wealth management firm that offers a sophisticated and personalized family office experience to clients, focusing on protecting, growing, and preserving their wealth. Established in 1999, Lido manages over $20 billion in assets and provides advanced financial planning, investment management, and strategic tax and estate planning services, primarily for high-net-worth individuals, entrepreneurs, charities, and media personalities. Although they do not provide direct legal or tax advice, they work closely with affiliated professionals to offer comprehensive financial solutions. Lido's unique value proposition lies in its accessible family office model and its dedication to personalized client service. With 33 offices across the United States, Lido Advisors is one of the nation's fastest-growing private wealth management companies.
Alternative Investments • Asset Allocation • Family Office Development • Legacy Planning • Professional Wealth Services
📋 Description
• Lido Advisors, LLC is looking for an Associate to join our Sales Desk team. • Play a key role in driving growth and expand our sales team’s reach • Support expanding the firm’s sales efforts and brand awareness through direct outreach. • Leverage Lido’s brand and marketing systems to expand leads. • Generate new leads and introduce partnership opportunities. • Draft personalized emails based on specific events. • Collaborate with cross-functional teams to align efforts with company goals. • Utilize software for tracking sales activities and managing leads.
🎯 Requirements
• Bachelor’s Degree from an accredited college or university • Interest in and/or experience in wealth management or financial services • Minimum of 2 years in sales or business development • Excellent written and oral communication skills • Client-first attitude, professional demeanor, and personal integrity • Proficiency in Microsoft Word, PowerPoint, and Outlook • Proven ability to multi-task and manage time effectively? • Self-motivated, confident, and detail-oriented
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