Chief Client Officer | Troy, Michigan

Reference Number: HRJ6715
Location: Troy, Michigan

Judson Group has partnered with an independent RIA based in Troy, Michigan in the search for a Chief Client Officer. The Chief Client Officer is responsible for leading the firm’s client advisory team and service delivery as well as attracting new client relationships. This position serves on the firm’s Leadership Team and will be a key part of developing overall business strategies.

The ideal candidate has extensive experience leading client relationships, managing advisory team members, and designing/leading client service and business development processes.

Key responsibilities and requirements include:

  • Develop new and grow new and existing client relationships through referrals and leveraging the firm’s robust marketing efforts
  • Manage and mentor a team of Financial Advisors and Client Relationship Managers on a day to day basis with a focus on delivering an exceptional client experience
  • Lead ongoing projects focused on client satisfaction, operational excellence and employee satisfaction
  • BA/BS degree required; CFP highly preferred
  • 10+ year’s relevant experience with a wealth management background preferred
  • High level of technical proficiency with Salesforce CRM, Black Diamond, eMoney and/or MoneyGuidePro preferred
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment

Competitive salary and benefits package

Troy, Michigan

Reference Number: HRJ6715

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