Practice Group Manager overseeing support and operations in mental healthcare offices across Georgia. Ensuring clinical and financial objectives are met while cultivating team performance.
About the role
- Senior Wealth Manager at Lido Advisors providing personalized wealth strategies and managing client relationships. Collaborating with investment teams and driving business growth for high-net-worth clients.
Responsibilities
- Provide Comprehensive Wealth Strategies: Deliver a high level of individualized, comprehensive investment and wealth strategies tailored to each client’s goals and objectives.
- Manage Client Relationships: Anticipate client needs, resolve inquiries, and ensure client portfolios remain aligned with their financial objectives.
- Collaborate with Investment Teams: Work closely with portfolio managers and other investment professionals to meet clients’ financial goals and leverage the full suite of Lido Advisors’ services.
- Collaborate with Client-Service Teams: Work closely with junior team members to onboard new clients and manage existing client relationships.
- Direct Investment Deployments: Lead the deployment of investments for new client allocations and manage portfolio rebalances.
- Client Reviews & Reporting: Prepare and conduct regular portfolio review meetings to assess performance and adjust strategies as needed.
- Drive Business Growth: Proactively seek opportunities to increase client wallet share by identifying additional wealth management needs.
- CRM & Engagement Tracking: Maintain and track all prospect and client engagement in the firm’s CRM, ensuring timely follow-up and action on all opportunities.
- Presentations & Business Development: Partner with Senior Wealth Advisors to deliver compelling presentations to prospects and assist in converting them into clients.
- Referral Network Development: Build and cultivate a network of referral sources to expand business development opportunities.
- Product & Policy Knowledge: Maintain an in-depth knowledge of Lido Advisors’ products and services and ensure adherence to allocation policies and best practices.
Requirements
- Bachelor’s Degree in Finance, Business, or a related field.
- 7+ Years of experience in wealth management or a high-growth, entrepreneurial environment.
- Series 65 or equivalent required.
- 5+ Years of Current IAR Registration preferred.
- Strong interpersonal skills and the ability to work well with internal teams to achieve client and firm goals.
- Excellent written and verbal communication skills, with the ability to explain complex financial concepts clearly.
- Proficiency in Excel, Word, Outlook, Salesforce, and PowerPoint; experience with financial modeling and portfolio management tools is a plus.
Benefits
- Innovative Wealth Management: Access to proprietary investment strategies, bespoke services, and a comprehensive, holistic approach to wealth management.
- Flexible Work Environment: Enjoy flexible working options.
- Collaborative Culture: Join a supportive and growth-focused team that values professional development and community engagement.
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