Wealth Strategy & Client Advisory Lead
Listed on 2026-10-11
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Finance & Banking
Wealth Management, Financial Advisor / Consultant, Portfolio & Asset Management
Tolleson Wealth Management is seeking a senior project manager to oversee client engagements and drive successful completion of wealth management projects. You will analyze financial needs, coordinate with clients and advisors, and prepare insightful reports.
The role requires 5–10 years in the field, a finance-related degree, and strong Excel/PowerPoint skills; CFP/CPA/CFA/CPWA/JD are a plus. Located in Dallas, on-site role with growth opportunities.
This is an excellent position to take on the Wealth Strategy & Client Advisory Lead role at Tolleson Wealth Management.
We have an opening for a Wealth Strategy & Client Advisory Lead in Dallas, TX, United States within Management & Operations, Consulting.
This role, Wealth Strategy & Client Advisory Lead at Tolleson Wealth Management, could be your next career step.
Are you ready to take on the Wealth Strategy & Client Advisory Lead role at Tolleson Wealth Management?
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