Completed Wealth Management Listings

Practice Manager | Remote

Reference Number: HRJ7071 Location: Remote Judson Group has partnered with a well-respected Wealth Management firm in the search for a Practice Manager. This individual will report directly to the owner

Wealth Advisor | Houston, Texas

Reference Number: MH7035 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual

Director of Client Services | Pittsburgh, Pennsylvania

Reference Number: HRJ7055 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a highly regarded, fee-only RIA in the search for a Director of Client Services for their Wexford office.

Investment and Trading Specialist | Central New Jersey

Reference Number: MHH6927 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Investment and Trading Specialist

Chief Operating Officer | Tennessee

Reference Number: HRJ6974 Location: Tennessee Judson Group has partnered with a large independent RIA in the search for a Chief Operating Officer to help grow the firm substantially over the

Client Service Associate – Relationship Manager | Dallas, Texas

Reference Number: HRJ6911 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Client Service Associate – Relationship Manager that provides administrative and operational

Wealth Strategist | Los Angeles, California

Reference Number: HRJ6959 Location: Los Angeles, California Judson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist. This individual will support Senior Wealth Advisors

Senior Client Service Associate | Los Angeles, California

Reference Number: MR6952 Location: Los Angeles, California Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate.

Private Equity Investment Strategist | Indianapolis, Indiana

Reference Number: HRJ6898 Location: Indianapolis, IN, Chicago, IL, Grand Rapids, MI, Cincinnati, OH, Minneapolis, MN Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a

Chief Investment Officer | Indianapolis, Indiana

Reference Number: HRJ6809 Location: Detroit, Michigan Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW