Client Advisory Manager

4 months ago Be among the first 25 applicantsPrimary 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:investmentsestate planningtax planningdebt managementinsuranceResponsible for gathering all information for client financial mattersResearch on investment ideas and wealth management strategiesAssessing 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 clientsCoordination and execution of investment strategiesResponsible 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 outMust 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 TeamResponsible 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 skillsBachelor’s degree from accredited university with major focus in accounting or finance5-10 years’ of work experience which is industry relatedHave completed the CFP program or in process of completion and IMCA, (CPWA), CPA, CFA or JD designation a plusMust have strong understanding of wealth management processAsset allocation and application to each client’s goalsPerformance reporting and how to interpret numbersEstate planning and estate reduction strategiesAbility to perform property and casualty assessmentUnderstand how to evaluate life insurance and the product optionsMust have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvyStrong financial and analytical skills and understanding of basic financial conceptsDesire to learn and grow professionally in the personal wealth management businessMust consent to and have favorable consumer report and background check testNO AGENCIES PLEASENo 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 EmployerSeniority levelSeniority levelMid-Senior levelEmployment typeEmployment typeFull-timeJob functionJob functionFinance and SalesIndustriesFinancial Services and BankingReferrals increase your chances of interviewing at Tolleson Wealth Management by 2xInferred from the description for this jobMedical insuranceVision insurance401(k)Paid maternity leavePaid paternity leaveDisability insuranceGet notified about new Advisory Manager jobs in Dallas, TX.Dallas, TX $180,000 - $250,000 2 weeks agoManager, Partner Strategy and DevelopmentSenior Organizational Change Manager (OCM) - Client EngagementDallas, TX $145,000 - $165,000 2 weeks agoSenior Manager, Social Impact Programs (North America)CVB Senior Manager of Meeting and Event VenuesSenior Client Relationship Manager - Wealth ManagementSenior Manager Government Affairs & Strategic Partnerships (m/f/d)Dallas, TX $133,500 - $217,000 22 hours agoSenior Manager, Strategic Talent Business PartnerManager, Operational Accounting AdvisoryWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr