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


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

Senior Portfolio Manager – Wealth Management | Marlton, New Jersey

Reference Number: MHH7530 Location: Marlton, New Jersey Judson Group has been retained by a successful wealth management firm in the search for a Senior Portfolio Manager responsible for all necessary functions relating to the investment of client funds for the firm. This firm has a great reputation for serving its clients. The ideal candidate has

Manager of Operations & Client Services – Series 7 & 24 Licensed – Wealth Management | McLean, Virginia

Reference Number: MHH7529 Location: McLean, Virginia Judson Group has been retained by a growing, well-respected RIA in the search for a Manager of Operations & Client Services – Wealth Management. The Manager of Operations & Client Services is responsible for effective management of the Operations & Client Service department, supporting various operational and administrative duties

Associate Wealth Advisor | San Francisco, California

Reference Number: HRJ7514 Location: San Francisco, California Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it’s search for an Associate Wealth Advisor. This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and prospective clients.

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