Portfolio Strategy Manager

Job overview

The Portfolio Strategy Manager works onsite in Dallas, TX. Compensation is not specified. The role supports Tolleson Wealth Management’s client investment and portfolio services. The manager develops and implements investment strategies aligned with client goals, monitors portfolio performance, and communicates investment matters to clients. The role coordinates with advisors and the investment team to support client experience and timely portfolio decisions.

What you'll do

• Partner with lead advisors and engagement teams
• manage client investment matters
• develop portfolio allocation strategies
• maintain knowledge of investment options and managers
• respond to client questions about portfolios and markets
• monitor performance against client goals
• draft investment policy statements
• submit reallocations and trades
• execute individual stock and options strategies
• manage cash levels
• present investment updates
• review outside portfolios and manage client transitions
• meet trading and cash deadlines.

What we're looking for

Skills & competencies

portfolio strategy manager

dallas tx

tolleson wealth management

wealth management

portfolio strategy

investment management

private wealth

portfolio allocation

investment policy statements

trading

client service

Work arrangement

• Weekend coverage required

Why this role

The posting seeks experience in private wealth and nonprofit portfolio management and construction; CFA progress is preferred, with relevant certifications and experience also considered.

About the employer

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