Full-Time
Client Advisory Manager
Tolleson Wealth Management
201-500 employees
Multi-family office managing investments and trusts
No salary listed
Dallas, TX, USA
In Person
 Finance & Banking (1) |
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- Bachelor’s degree from accredited university with major focus in accounting or finance
- 5-10 years’ of work experience which is industry related
- Have completed the CFP program or in process of completion and IMCA, CPWA, CPA, CFA or JD designation a plus
- Must have strong understanding of wealth management process
- 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
- Must have strong Excel, PowerPoint and Word skills as well as the ability to learn new systems and is internet savvy
- Strong financial and analytical skills and understanding of basic financial concepts
- Desire to learn and grow professionally in the personal wealth management business
- Must consent to and have favorable consumer report and background check test
- Primary role is serving as project manager for client engagements. Emphasis on managing the flow of all projects for assigned clients to a successful completion.
- 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
- Responsible for gathering all information for client financial matters
- 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 (CPAs, Attorneys etc..)
- Must be able to ensure that all work products presented are timely, accurate and well thought out
- Must be able to delegate tasks and manage Analysts and Senior Analysts, and communicate the status of projects to them and the rest of the Client Advisory Team
- Responsible for mentoring analysts and senior analysts by training, teaching and develop their careers at the firm
- Continue to establish your business networks and building business development skills
- None
Tolleson Wealth Management provides comprehensive wealth management services for a select group of high-net-worth families. It acts as a multi-family office, coordinating investment management, trustee services, philanthropy, and private banking to simplify clients’ financial lives while aligning with family values. The company works by offering an integrated suite of services under one roof, helping clients oversee investments, trusts, charitable giving, and banking through a personalized, client-centered approach. What sets Tolleson apart is its focus on tailored, holistic family-office support and a culture that emphasizes well-being for both clients and staff, rather than a one-size-fits-all product. Its goal is to reduce complexity for wealthy families, preserve and grow wealth across generations, and reflect each family’s values in its financial strategy.
Company Size
201-500
Company Stage
N/A
Total Funding
N/A
Headquarters
Dallas, Texas
Founded
2000
Simplify's Take
What believers are saying
- Pete Chilian's JPMorgan background enhances investment strategy and client advisory for UHNW segment.
- Josh Coury's promotion strengthens integrated service delivery across investment, tax, and estate planning.
- Multi-family office model provides recurring revenue and cross-selling opportunities across service lines.
What critics are saying
- JPMorgan's superior resources and brand prestige create client poaching risk within 12-18 months.
- Tech-heavy portfolio concentration exposes clients to AI regulatory and antitrust risks against Google.
- Scale disadvantage versus larger Dallas RIAs like Highland Capital drives client defections.
What makes Tolleson Wealth Management unique
- Integrated multi-family office model serves ultra-high-net-worth families with comprehensive wealth services.
- Recent leadership appointments bring JPMorgan expertise and strengthen advisory capabilities across disciplines.
- Established thought leadership positioning through industry participation on luxury wealth management practices.
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Benefits
Professional Development Budget
Company News
Josh Coury named Senior Managing Director. March 05, 2026 Tolleson Wealth Management has appointed Josh Coury, CPA*, CFA(R), as Senior Managing Director on the Client Advisory Team, recognizing his leadership, deep advisory experience, and a longstanding commitment to serving client families. Josh is a senior advisor on Tolleson's Client Advisory Team, where he serves as a trusted partner to ultra-high-net-worth individuals and families. In this role, he acts as the primary relationship lead and strategic coordinator across all private wealth management services, overseeing the delivery of comprehensive, goals-based planning that integrates investment strategy, financial planning, charitable planning, family governance, and multigenerational wealth-transfer solutions. "This work is about trust, relationships, and helping families navigate important decisions with confidence," he commented. "I am grateful for the opportunity to continue doing that alongside a hardworking team." Josh's perspective and leadership extend beyond his day-to-day work with client families. Most recently, he participated as a panelist at the Compass Luxury Summit, joining leaders from other luxury industries to discuss how high-touch organizations collaborate, intersect, and build enduring brands. His involvement in industry thought leadership further highlights his commitment to advancing the client experience and upholding Tolleson's values. Josh additionally plays a meaningful leadership role within the firm. He contributes to the development of advisory standards, client experience initiatives, and long-term strategic priorities, while also mentoring and developing advisory talent across the organization. His collaborative approach helps strengthen connections across disciplines and supports Tolleson's commitment to delivering a highly integrated wealth management experience. Before joining Tolleson Wealth Management in 2013, Josh served as a Manager at Deloitte, where he led financial statement audits and internal control assessments for public companies, private enterprises, investment companies, and nonprofit organizations, with a focus on hedge funds and private equity firms. He earned a Bachelor of Science in Accounting and Finance from Creighton University and holds both the Certified Public Accountant and Chartered Financial Analyst designations. Josh's promotion was recognized as part of Tolleson's 2026 promotions celebration, honoring individuals whose leadership and dedication continue to strengthen the firm and support its long-term vision. These leadership promotions reflect Tolleson's commitment to client service and enduring stewardship. Please join Tolleson Wealth Management Inc in congratulating Josh on this well-deserved promotion and his continued leadership at Tolleson Wealth Management. *Not a CPA Firm.
Tolleson Private Bank earns national recognition with ABA Foundation. Tolleson Private Bank has recently received an honorable mention for its community work at this year's American Bankers Association (ABA) Foundation Community Commitment Awards. This program recognizes financial institutions that demonstrate a strong commitment to their communities. Tolleson Private Bank was selected specifically for its local outreach and service. "We are honored to be recognized by the ABA Foundation," said Alta Mantsch, Executive Vice President at Tolleson Private Bank. "Our team remains dedicated to providing support for our community that goes beyond a simple financial transaction. We strive to listen to the needs of our neighbors and design solutions for the resources needed to thrive." The ABA Foundation's 2025 Community Commitment Awards Program celebrates banks for their outstanding service and impact in local communities. The awards honor initiatives in categories such as affordable housing, economic development, financial education and inclusion, senior protection, military family support, and volunteerism. These programs exemplify how banks of all sizes drive positive change and set the standard for corporate social responsibility nationwide. This recognition underscores Tolleson Private Bank's ongoing commitment to its service-first culture. Award disclosures: Data submitted as of July 2025. ABA selected firms for this award based on their response to an application about the needs of the community, institution's role and involvement, program uniqueness and creativity, sustainability, results, and community partnerships. Entries were scored based on compelling narratives that illustrated impactful community outreach and provide supporting statistics - such as volunteer hours, resources, or other measurable benefits. Out of 37 banks that applied, 12 made it to the final round. Tolleson Private Bank did not pay to participate in this program. This ranking published in October 2025.
Tolleson named top RIA by Financial Advisor.
Dallas-based Tolleson announced Feb. 18 the appointment of Pete Chilian as president and chief investment officer.
Tolleson Wealth Management Inc. makes new $932,000 investment in Alphabet Inc. (NASDAQ:GOOGL).