Senior Wealth Manager
Senior Wealth Manager
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1 Vacancy
Job Description
Position:
Location: Dallas TX
Duration: Fulltime
Salary: DOE
Description:
The client is seeking a Senior Wealth Manager to build and grow their book of business in Dallas TX. As a modern and technologyfirst RIA the client provides full backend support investment operations client services and in house marketing to power advisors and accelerate business growth.
This highimpact role is foundational in shaping the future of wealth management through a Fintech lens. The Senior Wealth Manager will actively manage client relationships grow their practice and collaborate with product development teams to refine advisor technology
platform.
MustHave Qualifications:
10 years of investment advisory experience.
Existing book of business that is actively advised today.
Certified to work as an Investment Adviser Representative (Series 65 Series 7 66 or equivalent).
Strong desire for ownership and meaningful impact in a techdriven wealth
management environment.
Ability to thrive in a demanding fastpaced environment while handling multiple priorities.
Excited to work in Fintech and leverage technology to enhance client and advisor experiences.
NicetoHave Qualifications:
Prior experience at a technologyfocused company.
BS or MS in an analytical or technical discipline.
Experience managing clients with $1M in assets.
Depth of knowledge in a key financial planning area (e.g. tax estate planning stock options).
Proficiency in financial planning software.
Strong analytical communication and problemsolving skills.
Key Responsibilities:
Develop and manage new client relationships supporting business development efforts.
Conduct financial planning for clients covering investment strategy tax planning retirement planning estate planning stock options insurance and charitable giving.
Analyze client financial situations provide investment recommendations and implement longterm strategies.
Collaborate with thirdparty service providers (tax estate and insurance specialists) to optimize client financial strategies.
Work directly with Product Development teams to improve technology platform based on advisor and client needs.
Support the Growth Team in sourcing pitching and onboarding other advisors to the platform.
Employment Type
Full Time
