Portfolio Strategy Manager
Job in
Dallas, Dallas County, Texas, 75215, USA
Listed on 2026-10-16
Listing for:
Tolleson Wealth Management
Full Time
position Listed on 2026-10-16
Job specializations:
-
Finance & Banking
Portfolio & Asset Management, Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
- Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience
- Responsible for all client investment related matters
- Develop portfolio allocation strategies for client family and related entities
- Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers
- Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.
- Monitor performance relative to client goals and ability to communicate over or under performance related to such
- Draft Investment Policy Statements (private wealth and trust)
- Create and submit Reallocations and Trades
- Execute individual stock and options trades strategies
- Manage portfolio cash levels
- Present investment updates in client or prospect meetings
- Prepare a review of outside client portfolios and manage the transition of new clients to the Tolleson investment platform
- Meet all trading and cash raise deadlines
- Perform other duties and responsibilities as requested.
- Significant progress toward Chartered Financial Analyst (CFA) preferred. Other relevant investment industry certifications (CIMA, CFP) and demonstrated experience advising clients and managing investment portfolios may also be considered
- 5-10 years in investment related position
- Experience in private wealth and non-profit portfolio management and construction
- Strong understanding of the financial markets and various asset classes
- Strong understanding of private markets
- Strong understanding of tax implications of various types of investments
- Excellent written and verbal communication skills
- Proactive and highly responsive to client inquiries
- Experience in a goals-based approach a plus
- Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus
- Must consent to and have favorable consumer report and background check
Tolleson Wealth Management is an Equal Opportunity Employer
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