Senior Wealth Manager

The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas, TX. As a modern and technology-first RIA, the client provides full backend support, investment operations, client services, and in house marketing to power advisors and accelerate business growth.

This high-impact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager will actively manage client relationships, grow their practice, and collaborate with product development teams to refine advisor technology platform.

• 10+ years of investment advisory experience.
• Existing book of business that is actively advised today.
• Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent).
• Strong desire for ownership and meaningful impact in a tech-driven wealth management environment.
• Ability to thrive in a demanding, fast-paced environment while handling multiple priorities.
• Excited to work in Fintech and leverage technology to enhance client and advisor experiences.

• Prior experience at a technology-focused company.
• BS or MS in an analytical or technical discipline.
• Experience managing clients with $1M+ in assets.
• Depth of knowledge in a key financial planning area (e.g., tax, estate planning, stock options).
• Proficiency in financial planning software.
• Strong analytical, communication, and problem‑solving skills.

• Develop and manage new client relationships, supporting business development efforts.
• Conduct financial planning for clients, covering investment strategy, tax planning, retirement planning, estate planning, stock options, insurance, and charitable giving.
• Analyze client financial situations, provide investment recommendations, and implement long‑term strategies.
• Collaborate with third‑party service providers (tax, estate, and insurance specialists) to optimize client financial strategies.
• Work directly with Product Development teams to improve technology platform based on advisor and client needs.
• Support the Growth Team in sourcing, pitching, and onboarding other advisors to the platform.