Portfolio Strategist

Dallas, Texas
Oct 06, 2020
Nov 05, 2020
Job Role
Employment Type
Full Time


JOB TITLE: Portfolio Strategist

REPORTS TOChief Experience Officer



  • Member of the Client Advisory Team
  • Partners with Client Advisory Director on client engagements
  • Responsible for all client investment related matters:
  • Develop portfolio allocation strategies for client family and related entities
  • Have deep understanding of Tolleson Wealth Management portfolio options and investment managers
  • Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.
  • Monitor performance relative to client goals and ability to communicate over or under performance related to such
  • Draft Investment Policy Statements (private wealth and trust)
  • Approve Reallocations and Trades
  • Execute individual stock and options trades strategies
  • Manage portfolio cash levels
  • Present investment updates in client meetings
  • Prepare a review of outside client portfolios
  • Meet all trading and cash raise deadlines
  • Perform other duties and responsibilities as requested.


  • Chartered Financial Analyst (CFA)
  • 10+ years in investment related position
  • Experience in private wealth and non-profit portfolio management and portfolio construction
  • Strong understanding of the financial markets and various asset classes
  • Strong understanding of private markets
  • Strong understanding of tax implications of various types of investments
  • Excellent written and verbal communication skills
  • Proactive and highly responsive to client inquiries
  • Experience in a goals-based approach a plus
  • Experience with Bloomberg, Caissia, Factset, Morningstar, etc. a plus
  • Must consent to and have favorable consumer report, background check and drug/alcohol test


We are a private, multi-family office serving a select group of clients with substantial wealth. The wide range of wealth management services we provide help simplify our clients’ financial needs and express their family values. Our team is made up of self-starters who enjoy a workplace that’s collaborative and engaging. Together, we foster a culture that embraces teamwork, creativity, fun and excellence. Interested in working with us? We’re looking for talented individuals to help us sustain our passionate and purposeful approach.



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 will only employ those who are legally authorized to work in the United States. This is not a position for which sponsorship will be provided. Individuals with temporary visas such as E, F-1, H-1, H-2, L, J, or TN or who need sponsorship for work authorization now or in the future, are not eligible for hire.


Tolleson Wealth Management is an Equal Opportunity Employer

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