Senior Specialist, Client Coverage

Manage a portfolio of existing client relationships, focusing on client service and revenue growth through deepening and expanding connections. Develop an understanding of client needs to coordinate tailored solutions across planning, banking, fiduciary, and other verticals. Partner with Portfolio Managers to ensure financial plans align with investment strategies while preparing for and participating in client meetings and touch points. Generate and maintain net worth statements, cash flow analyses, and client family trees. Lead administrative and compliance aspects of relationships, including coordinating account openings, applying fee schedules, gathering KYC information, and moving assets. Prepare for and participate in prospect and Centers of Influence meetings led by the lead Wealth Advisor. Maintain accurate CRM information regarding client interests and contact details to ensure consideration for appropriate events and entertainment opportunities. This role supports the Wealth Management team in Dallas, TX, with a Bachelor's degree and 2-4 years of relevant experience preferred.