Chief Wealth Planning Officer | Indianapolis, Indiana

Reference Number: HRJ6955
Location: Indianapolis, Indiana

Judson Group has partnered with a highly regarded Indianapolis wealth management firm in the search for a Chief Wealth Planning Officer.

The ideal candidate has extensive tax and estate planning knowledge and experience working with UHNW clients in addition to experience managing a team and accompanying budget. This person will be a part of the firm’s senior management team and will manage the firm’s Family Office Services group in addition to serving as a subject matter expert in that area. Also, this person will serve as the Chief Fiduciary Officer and oversee the firm’s trust company. This is a highly visible position at the firm and the ideal candidate will have experience representing the firm at industry related functions.

Key responsibilities and requirements include:

  • Director of Family Office Services
    • Effectively manage the FOS team to ensure timely, accurate, and quality client deliverables
    • Serves as a FOS technical resource for the firm
    • Oversees, reviews, and develops FOS technical materials and educational pieces
    • Regularly partners with the firm’s Advisors to prepare for and present in client meetings
  • Chief Fiduciary Officer
    • Manages and oversees the daily administration of all fiduciary accounts
    • Responsible for supporting business development, risk mitigation and management, and family office development
  • Manages FOS and Trust Company team members in areas including performance, efficiency, and individual workload.
  • Minimum of 10 years relevant experience in wealth management.
  • Advanced degrees and/or designations highly preferred (CFP, CPA, JD)

Compensation:
Base salary competitive with current base and experience level with bonus plan in addition. Equity potential.

Location:
Indianapolis, Indiana

Reference Number: HRJ6955

Apply Now

Applicant Information

Contact Information


Comments(0)

Leave a Comment