Client Advisory Manager

Tolleson Wealth Management; Dallas (TX); On-site; USD 80,000 - 100,000; Full time

Job summary

Tolleson Wealth Management is looking for a knowledgeable project manager to oversee client engagements and provide comprehensive financial planning services. The ideal candidate will have 5 to 10 years of relevant industry experience and possess a bachelor’s degree in accounting or finance.

Your responsibilities will include managing project flows, advising clients on investments, and preparing detailed financial reports. A strong understanding of wealth management processes is essential for success in this role.

The position demands excellent communication skills and a commitment to professional growth within the personal wealth management field.

Qualifications

• 5 to 10 years of industry-related work experience is required.
• Completion of the CFP program or progress towards it is necessary.
• Strong analytical skills with a solid understanding of financial concepts.

Responsibilities

• Serve as project manager for client engagements.
• Research investment ideas and strategies for clients.
• Prepare financial reports and presentations for client meetings.

Skills

Financial analysis

Client communication

Project management

Wealth management

Excel

PowerPoint

Education

Bachelor’s degree in accounting or finance

Tools

Microsoft Excel

PowerPoint

Word

Job description

Duties and Responsibilities

• Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion.
• Oversee, manage, prepare, analyze and provide advice to wealthy families on all aspects of personal financial planning including but not limited to:
  • Investments
  • Estate planning
  • Tax planning
  • Debt management
  • Insurance
• Responsible for gathering all information for client financial matters.
• Research investment ideas and wealth management strategies.
• Assess financial decisions and situations, think creatively of logical plans to evaluate the client’s options, and put together quantitative and qualitative analysis.
• Prepare financial reports and presentations for clients.
• Coordinate and execute investment strategies.
• Attend client meetings, provide input in meetings, talk to clients on the phone, and coordinate most of the work and communication with the client’s outside advisors (CPAs, attorneys, etc.).
• Ensure all work products presented are timely, accurate, and well thought out.
• Delegate tasks, manage analysts and senior analysts, and communicate the status of projects to them and the rest of the Client Advisory Team.
• Mentor analysts and senior analysts by training, teaching, and developing their careers at the firm.
• Continue to establish your business networks and build business development skills.

Minimum Position Requirements

• Bachelor’s degree from an accredited university with a major focus in accounting or finance.
• 5 to 10 years of industry‑related work experience.
• Completion of the CFP program or being in the process of completion, and IMCA, CPWA, CPA, CFA, or JD designation a plus.
• Strong understanding of the wealth management process, asset allocation, and application to each client’s goals.
• Experience with performance reporting and interpreting numbers.
• Knowledge of estate planning and estate reduction strategies, and charitable planning strategies.
• Ability to perform property and casualty assessment.
• Understanding of evaluating life insurance and product options.
• Strong skills in Excel, PowerPoint, and Word, with the ability to learn new systems and internet proficiency.
• Strong financial and analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in the personal wealth management business.
• Consent to and a favorable consumer report and background check test.

Tolleson Wealth Management is an Equal Opportunity Employer.