Wealth Strategy & Client Advisory Lead

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

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.