Seeking Talented Candidates | Wealth Management

meet your wealth management industry search professionals:

Hunter Judson, JR
Principal, Wealth Management Practice Director
Michael Hoffman
Wealth Management Search Consultant
Morgan Reeves
Wealth Management Search Consultant
Eric Szubinski
Director of Research

Services

Filling an important role is about more than how someone looks on paper.  As wealth management industry experts, we apply our knowledge of the marketplace to understanding your company’s specific needs. With that in mind, we hand-select candidates we’ve gotten to know, both personally and professionally, to make sure they’re the right fit for you. At Judson Group we work person to person, algorithms aside, to help you find someone who not only gets the job done, but shares your vision and contributes to your company culture. Someone who’s prepared to do their best work, so you can do yours.


recently completed searches

Institutional Relationship Manager | Orange County, California

Reference Number: HRJ7414 Location: Orange County, California Judson Group has been retained by a fee-only RIA in the search for an Institutional Relationship Manager to manage new and existing institutional accounts. The relationship manager is responsible for the retention, growth, and servicing of these relationships. They will primarily work to retain existing business through deepening

Remote Financial Planner – CFP | Remote

Reference Number: HRJ7404 Location: Remote Judson Group has been retained by a successful wealth advisory firm in the search for a Financial Planner. This individual will be a key member of the firm’s dedicated planning team, focused on financial planning responsibilities and overseeing the production of wealth planning deliverables for clients. The ideal candidate will have

Senior Wealth Advisor – CFA | Mississauga, Ontario, Canada

Reference Number: HRJ7401 Location: Mississauga, Ontario, Canada Judson Group has been retained by a successful, privately owned wealth and investment management firm in the search for a Senior Wealth Advisor – CFA responsible for portfolio management for assigned UHNW client relationships. This individual will be a member of the Investment Committee and responsible for setting


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