Strong growth, great place to build a book, and fast pace - Client Relationship Manager Lido Advisors Employee Review

5.0
24 Mar 2026
Recommend
CEO approval
Business outlook

Pros

There’s a lot of momentum across the firm, which creates real opportunity. You’re consistently exposed to new business, and it’s a great environment to develop your skills and build your own book if you’re willing to put in the work. The experience you get is hands-on and accelerates quickly, especially working with a range of client situations. If you’re motivated and want to grow, the platform is there.

Cons

The pace can be demanding. With the volume of new business coming in, it can be difficult to stay fully on top of everything at times. Capacity can feel stretched, and you need to be very organized and proactive to manage it effectively. It’s a great problem to have, but it does require a high level of discipline to keep up.

Explore other reviews about Lido Advisors

5.0
21 Oct 2025
Recommend
CEO approval
Business outlook

Pros

Great Company with people who want you to learn.

Cons

There are no cons here.

4.0
29 May 2026
Recommend
CEO approval
Business outlook

Pros

This was a great hands-on learning experience!

Cons

Not much opportunity for upward progression

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