Chief Operating Officer | Chicago, Illinois

Reference Number: HRJ6902
Location: Chicago, Illinois

Judson Group has been retained by an independent RIA with over $2B AUM in the search for a Chief Operating Officer. This individual is responsible for overseeing wealth management and office operations. The COO will likely begin to take over additional firm leadership responsibilities over the next five years as part of the firm’s succession plan. The ideal candidate has experience integrating external acquisitions in addition to contributing to organic growth planning.


  • Provide overall leadership and managerial ownership of the firm’s day-to-day wealth management operations.
  • Develop and maintain control of all business operations, adjusting as necessary to ensure the organization is consistently working together.
  • Attract, retain, and develop a high-performing team.
  • Creates comprehensive goals for performance and growth strategies.
  • Recognize areas of opportunities for improvement across the organization, including opportunities to boost revenue, reduce cost, and increase profitability throughout the organization.
  • Oversee the firm’s relationships with external resource providers & vendors.


  • BA/BS Degree
  • 15+ years of relevant wealth management experience.

Compensation: Competitive compensation, bonus, and benefits package. Equity potential.

Location: Chicago, Illinois

Reference Number: HRJ6902

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