Seeking Talented Candidates | Wealth Management

meet your wealth management industry search professionals:

Hunter Judson, JR
Wealth Management Practice Director
Mark Huffman
Wealth Management Search Consultant
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

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 will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client

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 next decade. This individual will be responsible for overseeing Operations, Finance, Human Resources, Technology, and Compliance. The ideal candidate has experience managing team members across

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 support to one or more Advisors of the firm. The Relationship Manager assists with Ultra High Net Worth client daily needs. Responsibilities include; new account


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