Senior Wealth Manager

Position: Senior Wealth Manager

Location: Dallas, TX

Duration: Full-time

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 technology-first RIA, the client provides full backend support, investment operations, client services, and in house marketing to power advisors and accelerate business growth.
This high-impact 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.

Must-Have 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 tech-driven wealth
management environment.

Ability to thrive in a demanding, fast-paced environment while handling multiple priorities.

Excited to work in Fintech and leverage technology to enhance client and advisor experiences.

Nice-to-Have Qualifications:

Prior experience at a technology-focused 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 problem-solving 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 long-term strategies.

Collaborate with third-party 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.