Client Advisory Manager

OverviewClient Advisory Manager – Multi Family Office - Dallas, Texas, USA. I am working with a highly personalised, multi-family office serving UHNW families with a broad array of integrated services, ranging from investment and estate planning to banking, trust, and philanthropy.Job ObjectiveThe Client Advisory Manager will be responsible for managing client engagements, with a strong emphasis on managing the flow of all projects for assigned clients through to successful completion. The position involves overseeing, preparing, analysing, and providing advice to wealthy families on all aspects of personal financial planning, including but not limited to investments, estate planning, tax planning, debt management, and insurance.ResponsibilitiesResponsible for gathering all information for client financial mattersResearch on investment ideas and wealth management strategiesAssessing financial decisions and situations and thinking creatively of logical plans to evaluate the client’s options and put together a quantitative and qualitative analysisPreparation of financial reports and presentations for clientsCoordination and execution of investment strategiesAttending client meetings and providing input in these meetings, talking to clients on the phone, and coordinating most of the work and communication with the client’s outside advisors (CPAs, Attorneys, etc.)Ensure that all work products presented are timely, accurate and well thought outDelegate tasks and manage Analysts and Senior Analysts, and communicate the status of projects to them and the rest of the Client Advisory TeamMentor analysts and senior analysts by training, teaching and developing their careers at the firmContinue to establish your business networks and build business development skillsRequirements5-10 years’ of work experience which is industry relatedCFP program completed or in progress; IMCA, CPWA, CPA, CFA or JD designation a plusStrong understanding of wealth management processAsset allocation and application to each client’s goalsPerformance reporting and how to interpret numbersEstate planning and estate reduction strategiesStrong financial and analytical skills and understanding of basic financial conceptsDesire to learn and grow professionally in the personal wealth management businessSeniority levelAssociateEmployment typeFull-timeJob functionProject Management and Consulting #J-18808-Ljbffr

Created: 2025-09-17