Vice President, Client Relationship Manager
Company: Lido Advisors
Location: Dallas
Posted on: April 1, 2026
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Job Description:
Lido Advisors, LLC, an established and expanding wealth
management firm, is looking to hire an experienced Vice President,
Client Relationship Manager. 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 3-4 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 required 2 years of experience in
the wealth management industry or related field Series 65 or 66 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. Ability to
think ahead and solve for future roadblocks. Strong experience with
Microsoft Excel. Familiarity with Microsoft Office systems and
Salesforce is a plus. 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
Keywords: Lido Advisors, McKinney , Vice President, Client Relationship Manager, Accounting, Auditing , Dallas, Texas
