Senior Wealth Manager: Grow Elite Client Portfolios

Posted yesterday

lido advisorsBoulder (CO)

Personal Financial Advisors Portfolio Management and Investment Advice

SENIORITY

Senior

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About the role

Lido Advisors, LLC is seeking an experienced Senior Wealth Manager to deliver personalized wealth strategies and cultivate long-term client relationships. You will oversee comprehensive financial planning, tax and estate considerations, and asset allocation while leveraging a proactive, team-supported approach. The role emphasizes collaboration with investment and client-service teams, leading new client deployments, and ongoing portfolio reviews within a flexible, growth-oriented environment.

Before you apply

Applying takes about a minute. These four things decide how fast it moves after that.

Your profile is current

It's what we read first. Occupations, seniority and locations matter more than a long history.

Two examples you can talk through

Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.

A number in mind

What you're on now and what would make you move. We negotiate better when we know both.

Your notice period

Employers plan around it, and it's the question that stalls offers most often.

Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.