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Tolleson Wealth Management · 4 days ago

Client Advisory Manager

Dallas, TX

Full-time

Onsite

Senior Level

5+ years exp

Tolleson Wealth Management is a company focused on providing financial advice to wealthy families. The Client Advisory Manager will oversee and manage client engagements, ensuring successful project completion while providing comprehensive financial planning advice.

BankingConsultingFinancial Services

Responsibilities

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

Continue to establish your business networks and building business development skills

Qualification

Wealth management processFinancial planningExcel skillsPowerPoint skillsAnalytical skillsEstate planningCharitable planningDesire to learnCommunication skillsMentoring skills