Manager, Client Advisory Team

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


Job Title:         Manager, Client Advisory Team

Reports To:    Director, Client Advisory Team


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 on investment ideas and wealth management strategies
  • Assessing financial decisions and situations and thinking creatively of logical plans 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, and communicate 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.
  • Not a primary focus but begin to spend some time establishing your business networks and building business development skills


  • 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, 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.

Tolleson Wealth Management is an Equal Opportunity Employer

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