Tolleson Wealth Management

Administrative Assistant

2+ years administrative experience; Bachelor's preferred; proficient in Outlook, PowerPoint, Word; strong communication; detail-oriented; background check required.

Security and Facilities Associate

5+ years in facilities or security roles; high school diploma required; familiarity with access control, alarm systems, video surveillance; experience with vendors/contractors; maintain confidentiality; pass background and drug tests.

Senior Family Reporting Associate

Bachelor's in Accounting preferred; CPA a plus; 3+ years accounting; proficient in QuickBooks; advanced Excel; experience with Bill.com; professional services or family office experience; ability to produce and explain financial statements.

Automation Solution Analyst

Bachelor’s degree; 3–5 years in automation/process improvement; experience with workflow automation tools; strong analytical, communication, and confidentiality.

Treasury Operations Manager

Bachelor's degree or equivalent; 5+ years in Treasury Management or related bank operations; 3+ years in program development; strong communication; confidentiality.

Administrative Associate

1-2 years relevant experience or related coursework; proficient in MS Office; Salesforce experience a plus; strong customer service and confidentiality; able to multitask and communicate clearly.

Senior Analyst

3+ years in financial services; degree in accounting or finance; CFP program completed or in progress; IMCA/CPWA a plus; CPA preferred.

Senior Client Service Associate

Four+ years relevant experience; strong interpersonal and organizational skills; proficient in Windows/Microsoft Office; maintain confidentiality; CRM experience preferred; background/consumer report check required.

Client Service Associate

1-3 years relevant experience; strong interpersonal and communication skills; proficient with Windows/Microsoft Office; ability to maintain confidentiality; detail-oriented; willing to undergo background and consumer checks.

Client Advisory Manager

Bachelor's in accounting or finance; 5-10 years industry experience; CFP program completed or in progress; IMCA/CPWA/CPA/CFA/JD designation a plus; strong Excel/PowerPoint/Word; wealth management knowledge.

General Application

Must consent to and have favorable consumer report, background check and drug/alcohol test.

Title	Location	Date
Administrative Assistant Full Time · 2+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	May 5, 2026
Security and Facilities Associate Full Time · 5+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 24, 2026
Senior Family Reporting Associate Full Time · 3+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 17, 2026
Automation Solution Analyst Full Time · 3+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 17, 2026
Treasury Operations Manager Full Time · 5+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Apr 16, 2026
Administrative Associate Full Time · 2+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Mar 31, 2026
Senior Analyst Full Time · 3+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Jan 20, 2026
Senior Client Service Associate Full Time · 4+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Jan 15, 2026
Client Service Associate Full Time · 1+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	Jan 15, 2026
Client Advisory Manager Full Time · 5+ YOE Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	May 22, 2025
General Application Full Time Dallas, Texas, United States · Onsite	Dallas, Texas, United States Onsite	May 22, 2019

Activities	Investment managementPrivate bankingEstate planningTax strategyPhilanthropic consulting
Headquarters	US
Industries	Wealth ManagementFinancial Services
Name	Tolleson Wealth Management
Employees	215
Type	Private
Subsidiaries	Tolleson Private BankTolleson Trust CompanyTolleson Private Wealth Management
Tagline	Provides comprehensive multi-family office and private banking services.
Founded	1,997
Website	tollesonwealth.com
Latest Funding Round	Funding Round
Latest Funding Year	2,000
Latest Funding Amount	49,400,000

Tolleson Wealth Management

About Tolleson Wealth Management