Portfolio Strategy Manager

DUTIES and RESPONSIBILITIES: 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. MINIMUM POSITION REQUIREMENTS: 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 OTHER ESSENTIAL CANDIDATE TRAITS: 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 #J-18808-Ljbffr Tolleson Wealth Management