Tolleson Wealth Management

A financial services firm focused on wealth management.

tollesonwealth.com·Wealth Management, Financial Services·215 employees·HQ US

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Tolleson Wealth Management
No-Code / Low-Code AIAI AutomationInternal AI Tools

Automation Solution Analyst

DallasOnsiteFull-time

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

Microsoft Power PlatformCopilot StudioPower AutomateAI Tooling

About Tolleson Wealth Management AI-native roles

Tolleson Wealth Management is hiring 1 AI-native role. A financial services firm focused on wealth management.

These listings are filtered for practical AI-native hiring signals: shipped work, AI tool fluency, automation ownership, and roles where builders can turn ambiguous problems into working systems.

Industries
Wealth ManagementFinancial Services
Activities
Investment managementPrivate bankingEstate planningTax strategy
Organization type
Private
Subsidiaries
Tolleson Private BankTolleson Trust CompanyTolleson Private Wealth Management