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Lido Advisors

Provides wealth management and financial planning for high-net-worth individuals.

H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
Discussion
financial-serviceswealth-management
lidoadvisors.com ↗

Company facts

Founded
1999
Employees
220
Headquarters
United States
Type
Private
Funding
Private Equity · $450M · 2021
Subsidiaries
Avitas Wealth Management, BluePointe Capital Management, Platte River Wealth Advisors, Claybrook Capital, L-TAX
6 jobs
Lido Advisors
1 views 2 days ago

Associate, Client Relationship Manager

Open 31d HybridNorth America H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
United States

Lido Advisors, LLC, an established and expanding wealth management firm is looking for an Associate, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth…
Apply
Lido Advisors
1 views 3 days ago

Senior Associate, Client Relationship Manager

Open 31d HybridNorth AmericaSenior H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
United States

Lido Advisors, LLC, an established and expanding wealth management firm, is looking for a Senior Associate, Client Relationship Manager, to make an immediate impact by supporting and working alongside Advisory teams in…
Apply
Lido Advisors
2 weeks ago

Vice President, Client Relationship Manager

Open 31d RemoteNorth AmericaC-level H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
United States

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…
Apply
Lido Advisors
1 views last month

Team Lead, Client Relationship Manager

Open 29d HybridNorth AmericaLead H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
United States

Lido Advisors, LLC, an established and expanding wealth management firm is looking for a Team Lead, Client Relationship Manager, to make an immediate impact by supporting Advisory teams in all aspects of wealth…

Process Improvement
Apply
Lido Advisors
1 views 2 months ago

Senior Wealth Manager

Open 31d HybridNorth AmericaSenior H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
United States

Lido Advisors is a growing and established wealth management firm seeking an experienced Senior Wealth Manager to join our team. This individual will be responsible for delivering personalized, comprehensive wealth…

Business Development
Apply
Lido Advisors
2 months ago

Vice President, Senior Wealth Manager

Open 31d HybridNorth AmericaC-level H-1B sponsor history — This employer has had H-1B petitions approved by USCIS in the last five fiscal years, per the USCIS H-1B Employer Data Hub. The approval belongs to the employer and is not a commitment to sponsor this role.
United States

Lido Advisors is a growing and established wealth management firm seeking an experienced Vice President, Senior Wealth Manager to join our team. Reporting to the Regional Market Leader, this individual will be…

Business Development
Apply

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