Manager of Wealth Management and Planning | Dallas, Texas

Reference Number: HRJ7040
Location: Dallas, Texas

Judson Group has partnered with a successful financial advisory firm in the search for a Manager of Wealth Management and Planning. This individual will manage a team of financial analysts and help provide the unique complement of services in the areas of investment analysis, gift and estate tax planning, business succession planning and family office support that is required by the Firm’s niche of UHNW clients.

Responsibilities:

  • Manage team of financial analysts ensuring timely and accurate project outcomes
  • Serve as project manager for client engagements by managing the flow of projects for assigned clients
  • Participate in client communications and meetings
  • Responsible for reviewing client financial reporting data, analyze performance and financial statements, and participate in the client financial reporting process
  • Review client wills, trusts, estate documents, and business formation documents
  • Review client tax returns and perform various tax research (income, estate, gift, trust)

Requirements:

  • Advanced degree in Finance or Accounting
  • CPA, CFA, JD a plus
  • 6+ years of experience in the capital markets, wealth management or family office setting
  • Experience managing a team, overseeing goals, and successfully meeting objectives
  • Experience with CRM, financial planning software, and portfolio accounting software
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Compensation & Benefits:
Competitive compensation and benefits package.

Location:
Dallas, Texas

Reference Number: HRJ7040

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