Top 105 Wealth advisory manager Jobs in Dallas, Tx

Wealth Management - Grants Manager - Vice President
JPMorganChase —Dallas, TX
- $110,000 - $190,000 a year
- Full-time
- Writing skills
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
Portfolio Manager/Associate Portfolio Manager
State Farm —Richardson, TX
- $133,500 - $217,000 a year
- Full-time
- Hybrid work
- 6 years
- Writing skills
- Office
- Paid holidays
- Health insurance
Project Manager, Accounting & Reporting Advisory Services
BDO —Dallas, TX
- $125,000 - $140,000 a year
- Full-time
- 5 years
- Research
- Analysis skills
- Employee stock ownership plan
- Opportunities for advancement
10d
Transaction Advisory Experienced Manager - Financial Due Diligence
BDO —Dallas, TX
- $130,000 - $170,000 a year
- Full-time
- Microsoft Excel
- 6 years
- CPA
- Employee stock ownership plan
- Opportunities for advancement
Transaction Advisory Manager - Financial Due Diligence
BDO —Dallas, TX
- $100,000 - $170,000 a year
- Full-time
- Microsoft Excel
- CPA
- 5 years
- Employee stock ownership plan
- Opportunities for advancement
Associate Advisor (Wealth Management)
Peak American Financial Companies, Inc. —Plano, TX
- $150,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Wealth Management Associate
Equitable Advisors —Dallas, TX
- $24,000 - $150,000 a year
- Full-time
- Background check
- Mid-level
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Associate Wealth Advisor
Beacon Pointe Advisors LLC —Plano, TX
- $75,000 - $85,000 a year
- Microsoft Excel
- Writing skills
- Research
Client Advisory Manager
Tolleson Wealth Management —Dallas, TX
- Microsoft Word
- Background check
- CPA
Manager, Supervision
Cetera Financial Group —Dallas, TX
- Full-time
- Hybrid work
- 5 years
- Analysis skills
- Bachelor's degree
- Paid parental leave
- Paid holidays
6d
Senior Relationship Manager
CIBC —Dallas, TX
- $200,000 - $275,000 a year
- Full-time
- CPA
- Business development
- Presentation skills
- Health savings account
- Health insurance
Operations Projects Associate
Cetera Financial Group —Dallas, TX
- $28.85 - $36.05 an hour
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Operations Associate
Cetera Financial Group —Dallas, TX
- $28.85 - $36.05 an hour
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Senior Wealth Advisor
HUB International —Dallas, TX
- $240,000 a year
- Full-time
- 7 years
- Up to 50% travel
- Bachelor's degree
- Health insurance
- Dental insurance
7d
Wealth Management Client Relationship Manager
TIAA —Dallas, TX
- $35.00 - $37.50 an hour
- Online Application
- Mid-level
- Office
- 3 years
Manager - Transaction Advisory - Financial Due Diligence
Alvarez and Marsal —Dallas, TX
- $160,000 a year
- Full-time
- CPA
- Sales
- Master's degree
- AD&D insurance
- 401(k)
Director, Financial Planning
Edelman Financial Engines, LLC —Dallas, TX
- $125,000 - $350,000 a year
- Senior level
- Health insurance
- Dental insurance
Quick Apply
Wealth Advisory Manager
BakerAvenue —Southlake, TX
- $100,000 - $140,000 a year
- Full-time
- Hybrid work
- Office
- Finance
- Analysis skills
- Commuter assistance
- Health savings account
Quick Apply
Senior Operations Associate
Cetera Financial Group —Dallas, TX
- $28.85 - $36.05 an hour
- Full-time
- Hybrid work
- Computer literacy
- Mid-level
- Office
- Paid parental leave
- Paid holidays
IW Corp Trust Relationship Manager III
BOK Financial —Dallas, TX
- Office
- 8 years
- Bachelor's degree

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wealth advisory manager jobs near dallas, tx

Wealth Management - Grants Manager - Vice President

JPMorganChase -
Dallas, TX

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Job Details

Full-time
$110,000 - $190,000 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Bachelor's degree
Delegation

Full Job Description

JOB DESCRIPTION

Department Description: The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank serves as a clearinghouse for the philanthropic interest of clients, offering guidance and execution support for Private Foundations. PFS facilitates over $500 million in annual giving on behalf of client foundations, collaborating with diverse grantee partners across various program areas. The PFS Team, comprised of Program Officers and Grants Managers provides guidance and support to clients and internal partners around grant making and family philanthropy. The group provides grant making services, assists in the development of funding strategies, and helps define and carry out philanthropic legacies.

Role Overview: The Grants Manager will oversee the grants administration process for multiple philanthropic portfolios, ensuring alignment with established goals and objectives. This role involves developing innovative strategies to enhance performance, maintaining the integrity of the grants database, and generating related correspondence. The Grants Manager will coordinate with internal partners to optimize grant-making strategies, manage risks, and present grant recommendations for approval.

Responsibilities:

Manage the grants administration process for multiple philanthropic portfolios for client foundations in a manner consistent with established goals and objectives
Develop, create and seek out new and better ways to meet and exceed high performance of grants administration functions
Ensure the accuracy and integrity of the grants database
Generate grants related correspondence (award, installment, grant agreement and declination letters)
Process grants payments and provide an efficient process for tracking payments
Answer general program questions received by phone/email
Coordinate with multiple internal partners in local U.S. markets around grant making for foundations:
- Develop efficiencies around grant making strategy;
- Exercise various risk management procedures;
- Prepare and present (in various formats) grant recommendations for approval.
Provide support for PFS Program Officers and other PFS Grants Managers, and on occasion, other members of the Bank on client-related special projects and philanthropic advisory services
Perform other tasks, as assigned.

Skills:

Excellent oral and written communication skills
Ability to prioritize, multi-task, and meet competing deadlines
Strong analytical skills and attention to detail
Ability to work within the constraints of a high-volume, corporate environment
Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment
Client Servicing – client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
Ability to drive projects independently, as well as to be a team player

Experience:

Undergraduate degree required
Related business experience in fiduciary and investment operations, accounting, paralegal, grant administration, or employment with a nonprofit organization is preferred.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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Refine Your Search

wealth advisory manager jobs in dallas, tx

Wealth Management - Grants Manager - Vice President

Portfolio Manager/Associate Portfolio Manager

Project Manager, Accounting & Reporting Advisory Services

Transaction Advisory Experienced Manager - Financial Due Diligence

Transaction Advisory Manager - Financial Due Diligence

Associate Advisor (Wealth Management)

Wealth Management Associate

Associate Wealth Advisor

Client Advisory Manager

Manager, Supervision

Senior Relationship Manager

Operations Projects Associate

Operations Associate

Senior Wealth Advisor

Wealth Management Client Relationship Manager

Manager - Transaction Advisory - Financial Due Diligence

Director, Financial Planning

Wealth Advisory Manager

Senior Operations Associate

IW Corp Trust Relationship Manager III

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