Portfolio Strategy Manager

Tolleson Wealth Management•Dallas, TX

11h

About The Position

The Portfolio Strategy Manager partners with the Lead Advisor and collaborates with the engagement team to deliver an exceptional client experience. This role is responsible for all client investment-related matters, including developing portfolio allocation strategies for client families and related entities. The Manager will integrate with the Investment Team to maintain a thorough understanding of Tolleson Wealth Management's portfolio options and investment managers. Key responsibilities include responding to client inquiries about investment portfolios, capital markets, and private equity investments, monitoring performance against client goals, and communicating performance outcomes. The role also involves drafting Investment Policy Statements, creating and submitting reallocations and trades, executing individual stock and options trades, managing portfolio cash levels, and presenting investment updates in client or prospect meetings. Additionally, the Manager will prepare reviews of outside client portfolios and manage the transition of new clients to the Tolleson investment platform, ensuring all trading and cash raise deadlines are met. The position also includes performing other requested duties.

Requirements

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
Must consent to and have favorable consumer report and background check

Nice To Haves

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
Experience in a goals-based approach a plus
Experience with Bloomberg, Caissia, Morningstar, eMoney, Tamarac, etc. a plus

Responsibilities

Partners with Lead Advisor and collaborates with 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