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Client Advisory Team Director

5 months ago

Dallas, United States Tolleson Wealth Management Full time
Job DescriptionJob Description

Duties and 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
  • Work closely with client families with a focus on a consultative, multigenerational approach and have a thorough and comprehensive understanding of these families
  • 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.)
  • Managing the flow of all projects for assigned clients and driving them to completion
  • Must be able to profile prospects and clients regarding their values, needs, goals, and their full financial picture
  • Must be able to deliver highly complex holistic solutions to clients in a simple and straight forward fashion
  • Responsible for mentoring managers and senior analysts by training, teaching and develop their careers at the firm
  • Other administrative duties as assigned by management

Minimum Position Qualifications:

  • Bachelor's degree from accredited university, graduate or professional studies including JD, LLM, CPA, or CFP
  • Minimum 7-10 years' of wealth advisory to high-net worth and ultra-high net worth family clients
  • Must have completed the CFP program, or in process of completion
  • Must have extensive experience working with family clients of significant wealth and ideally, understand how to optimize an industry-leading platform to serve ultra-affluent family clients
  • Experience and expertise in multigenerational family client advisory
  • Must have strong understanding of wealth management process
  • Ability to maintain extreme confidentiality in dealing with client matters
  • Must consent to and have favorable consumer report, background check and drug/alcohol test

Other Essential Candidate Traits:

  • 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
  • Knowledge and demonstrated integration of solutions across wealth management disciplines highly preferred
  • A well-known and expert presence with established centers-of-influence highly desirable
  • Proven ability to develop new business individually and in conjunction with team
  • Ability to be proactive and anticipate issues; works quickly and proactively to solve them
  • Willingness to learn, expand responsibility

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