Offer summary

Qualifications:

Bachelor’s Degree from an accredited college or university, Minimum of 2 years in sales or business development, Excellent written and oral communication skills, Interest in wealth management or financial services.

Key responsibilities:

Leverage Lido’s brand and digital channels to expand leads and marketing programs

Generate new leads through outbound campaigning and cold-calls

Collaborate with cross-functional teams to align business development efforts

Utilize software for tracking sales activities and managing leads

Job description

Description

Lido Advisors, LLC, an established and rapidly growing wealth management firm, is looking for an Associate to join our Sales Desk team to make an immediate impact expanding our reach.

We are looking for an Associate, Business Development, to play a key role in driving growth for both Lido and the right individual as we expand our sales team’s reach and capabilities. We seek an individual that is highly motivated, intelligent, and enthusiastic about business development, forming relationships and can support expanding the firm’s sales efforts and brand awareness through direct outreach. Lido’s vision is to be recognized as the pre-imminent wealth advisory firm delivering an essential service to our clients. Our dynamic, fast-moving sales team is supporting that vision by sharpening our messaging and brand across the business.

Duties and Responsibilities

Leverage Lido’s brand, marketing systems, software and digital channels to expand leads and demand marketing programs.
Generate new leads which will include outbound campaigning and cold-calls.
Introduce Lido teams for partnerships opportunities with selected vectors and sales channels.
Draft and send personalized emails using templates triggered by personal and specific events.
Collaborate with cross-functional teams to align business development efforts with overall company goals.
Utilize software for tracking sales activities, managing leads, and reporting on progress

Requirements

Bachelor’s Degree from an accredited college or university
Interest in and/or experience in wealth management or financial services
Minimum of 2 years in sales or business development
Excellent written and oral communication skills
Client-first attitude, professional demeanor, and personal integrity
Proficiency in Microsoft Word, PowerPoint, and Outlook
Proven ability to multi-task and manage time effectively?
Self-motivated, confident, and detail-oriented

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.

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