Client Advisory Manager

Job overview

The Client Advisory Manager is an onsite, full-time role based in Dallas, TX. Compensation is not specified, and this position supports the Client Advisory Team at Tolleson Wealth Management. This role exists to serve as a project manager for client engagements, providing comprehensive financial planning advice to wealthy families. The manager coordinates investment strategies, oversees financial reporting, and mentors junior analysts to ensure high-quality service delivery.

What you'll do

• Manage client projects, provide financial planning advice, prepare financial reports, coordinate with outside advisors, and mentor junior staff.

What we're looking for

Skills & competencies

full-time

day shift

dallas tx

wealth management

financial planning

client advisory

project management

finance

estate planning

investment strategy

Work arrangement

• Weekend coverage required

Why this role

Requires 5-10 years of industry-related experience and strong financial planning designations.

About the employer

Tolleson Wealth Management is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.