Client Advisory Manager

Tolleson Wealth Management; Dallas (TX); On-site; USD 110,000 - 180,000; Full time

Job summary

Tolleson Wealth Management is seeking a senior project manager to oversee client engagements and drive successful completion of wealth management projects. You will analyze financial needs, coordinate with clients and advisors, and prepare insightful reports.

The role requires 5–10 years in the field, a finance-related degree, and strong Excel/PowerPoint skills; CFP/CPA/CFA/CPWA/JD are a plus. Located in Dallas, on-site role with growth opportunities.

Qualifications

• Bachelor's degree in accounting or finance is required or equivalent.
• 5–10 years of industry experience in wealth management or related field.
• CFP/CPA/CFA/CPWA/JD designations are a plus.
• Strong understanding of wealth management processes and asset allocation.
• Proficient in Excel, PowerPoint and Word; able to learn new systems.

Responsibilities

• Lead as project manager for client engagements and manage workflow for assigned clients.
• Advise wealthy families on investments, estate and tax planning, debt and risk management.
• Gather information for client financial matters and prepare reports/presentations.
• Research investment ideas and wealth management strategies for client portfolios.
• Coordinate and communicate with clients and outside advisors.

Skills

Financial analysis

Client communication

Project management

Analytical skills

Wealth management knowledge

Education

Bachelor's degree in accounting or finance

CFP / CPA / CFA / CPWA / JD designation (aPlus)

Tools

Excel

PowerPoint

Word

Job description

DUTIES and RESPONSIBILITIES:

• Primary role is serving as project manager for client engagements. Emphasis onmanaging 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 on investment ideas and wealth management strategies

• Assessing financial decisions and situations and thinking creatively of logicalplans to evaluate the client’s options and put together a quantitative and qualitative analysis.

• Preparation of financial reports and presentations for clients

• Coordination and execution of investment strategies

• Responsible for attending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client’s outside advisors (CPA’s, Attorney’s etc..)

• Must be able to ensure that all work products presented are timely, accurate and well thought out

• Must be able to delegate tasks and manage Analysts and Senior Analysts, andcommunicate the status of projects to them and the rest of the Client Advisory Team

• Responsible for mentoring analysts and senior analysts by training, teaching and develop their careers at the firm.

• Continue to establish your business networks and building business development skills

MINIMUM POSITION REQUIREMENTS:

• Bachelor’s degree from accredited university with major focus in accounting or finance
• 5-10 years’ of work experience which is industry related
• Have completed the CFP program or in process of completion and IMCA, (CPWA), CPA, CFA or JD designation a plus
• Must have strong understanding of wealth management process
• Asset allocation and application to each client’s goals
• Performance reporting and how to interpret numbers
• Estate planning and estate reduction strategies
• Charitable planning strategies
• Ability to perform property and casualty assessment
• Understand how to evaluate life insurance and the product options
• Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy
• Strong financial and analytical skills and understanding of basic financial concepts
• Desire to learn and grow professionally in the personal wealth management business
• Must consent to and have favorable consumer report and background check test

NO AGENCIES PLEASE

No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.

Tolleson Wealth Management is an Equal Opportunity Employer