Vice President - Integrations

March 14

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Lido Advisors, LLC

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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

201 - 500 employees

Founded 1999

💸 Finance

👥 B2C

📋 Description

• Lido Advisors, LLC is an expanding wealth management firm seeking a Vice President, Integrations. • Manage and guide integration processes of new partnerships and advisors. • Ensure seamless transitions post-merger while aligning with organizational goals. • Work closely with stakeholders to maintain operational efficiency and company culture during integrations. • Provide on-site support to build relationships and resolve integration concerns effectively. • Track lessons learned for continuous improvement of future integrations. • Maintain deep understanding of best practices and client-first focus during transitions.

🎯 Requirements

• Bachelor’s degree in Finance, Accounting, Business Administration, or related field (required). • At least 5 years of professional experience, including broad business experience and specific ownership of M&A /integration activities. • Understanding of wealth management lifecycle. • Knowledge of the wealth management industry is required, and M&A experience in wealth management is preferred. • Strong project management skills, with experience navigating cross-functional teams. • Excellent communication and stakeholder management abilities. • Strong problem-solving skills and attention to detail. • Ability to work in a fast-paced, high-pressure environment. • Proficiency with MS Office (Excel, PowerPoint, Word) and project management software (e.g., Smartsheet, Trello, MS Project, Asana).