Portfolio Strategy Manager
Listing sourced from adzuna on 8/23/2026. CVCraft does not host this job; clicking Apply redirects to the source.
Job Description
DUTIES and RESPONSIBILITIES: Partners with Lead Advisor and collaborates with the rest of the engagement team to provide a superior client experience Responsible for all client investment related matters Develop portfolio allocation strategies for client family and related entities Integrate with the Investment Team to maintain a deep understanding of Tolleson Wealth Management portfolio options and investment managers Respond to client directed questions on investment portfolio, capital market…
Salary Context for Financial Analyst
The US national median for Financial Analyst is $99,890; in Dallas the median is $104,885 (+5% vs national).
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