Client Advisory Manager

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 investment ideas and wealth management strategies.
• Assess financial decisions and situations, think creatively of logical plans to evaluate the client’s options, and put together quantitative and qualitative analysis.
• Prepare financial reports and presentations for clients.
• Coordinate and execute investment strategies.
• Attend client meetings, provide input in meetings, talk to clients on the phone, and coordinate most of the work and communication with the client’s outside advisors (CPAs, attorneys, etc.).
• Ensure all work products presented are timely, accurate, and well thought out.
• Delegate tasks, manage analysts and senior analysts, and communicate the status of projects to them and the rest of the Client Advisory Team.
• Mentor analysts and senior analysts by training, teaching, and developing their careers at the firm.
• Continue to establish your business networks and build business development skills.

Minimum Position Requirements

• Bachelor’s degree from an accredited university with a major focus in accounting or finance.
• 5 to 10 years of industry‑related work experience.
• Completion of the CFP program or being in the process of completion, and IMCA, CPWA, CPA, CFA, or JD designation a plus.
• Strong understanding of the wealth management process, asset allocation, and application to each client’s goals.
• Experience with performance reporting and interpreting numbers.
• Knowledge of estate planning and estate reduction strategies, and charitable planning strategies.
• Ability to perform property and casualty assessment.
• Understanding of evaluating life insurance and product options.
• Strong skills in Excel, PowerPoint, and Word, with the ability to learn new systems and internet proficiency.
• Strong financial and analytical skills and understanding of basic financial concepts.
• Desire to learn and grow professionally in the personal wealth management business.
• Consent to and a favorable consumer report and background check test.

Tolleson Wealth Management is an Equal Opportunity Employer.