Lido Advisors Visa Sponsorship Jobs USA
Lido Advisors is a wealth management firm that has demonstrated a willingness to sponsor work visas across multiple categories, including H-1B visa and Green Card pathways. For internationally-trained professionals targeting the investment and asset management sector, Lido represents a realistic sponsorship prospect worth pursuing.
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Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth 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.
Description
Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Wealth 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.
Job Roles at Lido Advisors
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Get Access To All JobsTips for Finding Lido Advisors Visa Sponsorship Jobs USA
Target roles that align with your technical credentials
Lido Advisors operates in a compliance-heavy, analytically driven industry. Roles in portfolio analysis, financial planning, and investment operations tend to be the strongest fit for sponsored candidates, lead with quantitative skills and relevant certifications in your application.
Understand which visa types Lido supports
Lido has sponsored H-1B visas and pursued Green Card pathways through EB-2 and EB-3, and has worked with F-1 OPT and CPT candidates. Knowing which category fits your situation helps you frame your eligibility clearly from the first conversation with a recruiter.
Approach the sponsorship conversation early and professionally
In wealth management hiring, sponsorship discussions can stall if raised too late. Signal your visa situation in your cover letter or initial outreach so recruiters at Lido can loop in the right internal stakeholders before you reach the offer stage.
Highlight regulatory and compliance knowledge
Lido Advisors serves high-net-worth clients under strict regulatory frameworks. Candidates with familiarity in SEC compliance, fiduciary standards, or RIA operations stand out, this expertise signals you can contribute immediately, which matters when a firm is investing in sponsorship.
Search for open roles using a platform that tracks real sponsorship history
Not every job listing flags visa sponsorship accurately. Migrate Mate surfaces verified sponsors so you can filter by real sponsorship history, making it easier to find active Lido Advisors openings where sponsorship is genuinely on the table.
Be prepared for a multi-round, relationship-driven hiring process
Asset management firms like Lido often evaluate cultural fit alongside technical ability across multiple interview rounds. Build rapport early, research the firm's investment philosophy, and demonstrate long-term commitment, sponsors in this industry want candidates who plan to stay.
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Find Lido Advisors JobsFrequently Asked Questions
Does Lido Advisors sponsor H-1B visas?
Yes, Lido Advisors has sponsored H-1B visas for qualified candidates. As a wealth management firm, Lido tends to sponsor roles requiring specialized financial expertise. If you're on OPT or another nonimmigrant status seeking H-1B sponsorship, confirming the specific role's eligibility with the recruiting team early in the process is the most practical approach.
What visa types does Lido Advisors sponsor?
Lido Advisors has a sponsorship history spanning H-1B, EB-2, and EB-3 categories, as well as support for F-1 OPT and CPT candidates. This range suggests the firm is open to candidates at different stages of their immigration journey, from recent graduates on student work authorization to experienced professionals pursuing permanent residency.
Which roles at Lido Advisors are most likely to receive visa sponsorship?
Positions in financial analysis, portfolio management, investment operations, and compliance are the most natural fit for sponsored roles at a firm like Lido Advisors. These functions typically require the kind of specialized, degree-specific expertise that supports visa eligibility under H-1B specialty occupation standards and employment-based Green Card categories.
How do I find open jobs at Lido Advisors that offer visa sponsorship?
Migrate Mate is the most reliable way to find Lido Advisors roles where visa sponsorship is a verified option, not just a checkbox on a job listing. You can filter by company and visa type to see current openings that match your immigration status, saving time compared to sorting through listings that may not reflect a company's actual sponsorship practices.
How do I approach the application timeline if I need Lido Advisors to sponsor an H-1B?
The H-1B cap lottery runs once a year, with registrations typically opening in March for an October 1 start date. If you're targeting Lido Advisors for H-1B sponsorship, aim to have an offer in hand by February at the latest. Starting your job search six to nine months before the registration window gives you the best chance of securing sponsorship in time.
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