Portfolio Strategy Manager
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Before you apply
LocationTolleson Private Wealth Management, Dallas, TX
Typefull-time
SenioritySenior
Experience5–10 yrs
DepartmentClient Advisory Team
Company size8+ people
PostedAug 17, 2026 · 2mo ago
Verified live1d ago
At a glanceSummarised by Seekless from the posting.
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
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
Must consent to and have favorable consumer report and background check
Skills
Bloomberg
Caissia
Morningstar
eMoney
Tamarac
DUTIES and RESPONSIBILITIES:
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Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience
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Responsible for all client investment related matters
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Develop portfolio allocation strategies for client family and related entities
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Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers
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Respond to client directed questions on investment portfolio, capital markets, private equity investments, etc.
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Monitor performance relative to client goals and ability to communicate over or under performance related to such
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Draft Investment Policy Statements (private wealth and trust)
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Create and submit Reallocations and Trades
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Execute individual stock and options trades strategies
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Manage portfolio cash levels
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Present investment updates in client or prospect meetings
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Prepare a review of outside client portfolios and manage the transition of new clients to the Tolleson investment platform
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Meet all trading and cash raise deadlines
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Perform other duties and responsibilities as requested.
MINIMUM POSITION REQUIREMENTS:
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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
Legal
NO AGENCIES PLEASE
No calls or agencies please. Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant’s resume will become property of Tolleson Wealth Management and that Tolleson Wealth Management will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies that have entered into agreements with Tolleson Wealth Management must submit applicants in accordance with the terms of the applicable agreements in order to be eligible for payment of placement fees.
Tolleson Wealth Management is an Equal Opportunity Employer
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