Senior Wealth Manager at GAMARC Consulting in Dallas, Texas, United States
- Company: GAMARC Consulting
- Location: Dallas, Texas, United States
- Posted: Sep 18, 2026
- Type: Full-time
- Experience: 10+ years
Overview
Position: Senior Wealth Manager Location: Dallas, TX Duration: Full-time Salary: DOE 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 ser…
Job description
- Position: Senior Wealth Manager
- Location: Dallas, TX
- Duration: Full-time
- Salary: DOE
- 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.
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.
Requirements
- 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.
- 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.
Skills
Required
- Investment advisory
- Client relationship management
- Financial planning
- Handling multiple priorities