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VOLY.org
Dallas, TX, United States
Must be an active or previous clients of Helens Project Programming. Your role on the Client Advisory team is to listen to the concerns of the clients and provide feedback and insight to the HLP team on how to improve services from the perspective of the client. Will also review all grievances and discuss with HLP team. #J-18808-Ljbffr
Job Source: VOLY.orgCGI Technologies and Solutions, Inc.
Plano, TX, United States
CGI Technologies and Solutions, Inc. Director - AI Advisory Pittsburgh , Pennsylvania Apply Now Category: Business Consulting, Strategy and Digital Transformation United States, Georgia, Atlanta United States, District of Columbia, Washington Position ID: J0324-1710 Employment Type: Full Time Position Description: The Director - A
Job Source: CGI Technologies and Solutions, Inc.CGI Technologies and Solutions, Inc.
Dallas, TX, United States
**Director - AI Advisory** **Category:** Business Consulting, Strategy and Digital Transformation **Main location:** United States, Pennsylvania, Pittsburgh **Alternate Location(s):** United States, Texas, Dallas United States, Georgia, Atlanta United States, District of Columbia, Washington **Position ID:** J0324-1710 **Employment Type:** F
Job Source: CGI Technologies and Solutions, Inc.Riveron
Dallas, TX, United States
Riveron clients are subject to a wide variety of pressures driven by a combination of ever-changing regulatory and financial reporting requirements and the complexity of rapid growth, both organic and through acquisitions. This stretches accounting teams as they work to manage both the complexity and capacity constraints driven by these changes. Ri
Job Source: RiveronCGI Technologies and Solutions, Inc.
Plano, TX, United States
CGI Technologies and Solutions, Inc. CIO Advisory Director Pittsburgh , Pennsylvania Apply Now Category: Business Consulting, Strategy and Digital Transformation Alternate Location(s): United States, District of Columbia, Washington United States, Georgia, Atlanta Position ID: J0124-1324 Employment Type: Full Time Position Descri
Job Source: CGI Technologies and Solutions, Inc.Cherry Bekaert LLP
Plano, TX, United States
As a result of continued growth in our Deal Advisory practice, we are looking to add a Director to our high performing team with the flexibility to sit in multiple offices throughout our footprint or possibly remote for the right resource. Our National Deal Advisory practice supports M&A activities of our Private Equity clients and strategic c
Job Source: Cherry Bekaert LLPLiquid Agency
Dallas, TX, United States
Liquid Agency is seeking a dynamic and experienced Client Director! This is a remote position that must be based in the Dallas Metro Area. The salary range for this position is $95k - $120k depending on experience. If you have a proven track record in fostering long term client relationships, developing and managing profitable accounts, and drivi
Job Source: Liquid AgencyFinquest
Dallas, TX, United States
Finquest is the premier big data and AI company focused on identifying and connecting Private Equity and Corporate clients to relevant off-market acquisition and investment opportunities. A fast-growing Fintech, Finquest is headquartered in Singapore, with offices also in Luxembourg, London, Hong Kong, New York, Paris, Frankfurt, Bangalore and Tor
Job Source: FinquestDallas
Job Description Job Description Duties and Responsibilities:
Oversee, manage, prepare, analyze, and provide advice to wealthy families on all aspects of personal financial planning including but not limited to: Investments
Estate planning
Tax planning
Debt management
Insurance
Work closely with client families with a focus on a consultative, multigenerational approach and have a thorough and comprehensive understanding of these families
Research on investment ideas and wealth management strategies
Assessing financial decisions and situations and thinking creatively of logical plans to evaluate the client's options and put together a quantitative and qualitative analysis
Preparation of financial reports and presentations for clients
Coordination and execution of investment strategies
Responsible for attending 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 (CPA's, Attorney's etc.)
Managing the flow of all projects for assigned clients and driving them to completion
Must be able to profile prospects and clients regarding their values, needs, goals, and their full financial picture
Must be able to deliver highly complex holistic solutions to clients in a simple and straight forward fashion
Responsible for mentoring managers and senior analysts by training, teaching and develop their careers at the firm
Other administrative duties as assigned by management
Minimum Position Qualifications:
Bachelor's degree from accredited university, graduate or professional studies including JD, LLM, CPA, or CFP
Minimum 7-10 years' of wealth advisory to high-net worth and ultra-high net worth family clients
Must have completed the CFP program, or in process of completion
Must have extensive experience working with family clients of significant wealth and ideally, understand how to optimize an industry-leading platform to serve ultra-affluent family clients
Experience and expertise in multigenerational family client advisory
Must have strong understanding of wealth management process
Ability to maintain extreme confidentiality in dealing with client matters
Must consent to and have favorable consumer report, background check and drug/alcohol test
Other Essential Candidate Traits:
Asset allocation and application to each client's goals
Performance reporting and how to interpret numbers
Estate planning and estate reduction strategies
Charitable planning strategies
Ability to perform property and casualty assessment
Understand how to evaluate life insurance and the product options
Knowledge and demonstrated integration of solutions across wealth management disciplines highly preferred
A well-known and expert presence with established centers-of-influence highly desirable
Proven ability to develop new business individually and in conjunction with team
Ability to be proactive and anticipate issues; works quickly and proactively to solve them
Willingness to learn, expand responsibility
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
Client Advisory Team Director jobs in Dallas
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