Director – Intermediaries & Client Service | Cincinnati, Ohio

Reference Number: HRJ6975
Location: Cincinnati, Ohio

Judson Group has partnered with a highly regarded wealth management firm in Cincinnati with an excess of $10B AUM in the search for a Director – Intermediaries & Client Service focused on building the firm’s institutional relationships and AUM with a primary focus on RIAs, institutional intermediary/platform market and broker/dealer in addition to direct sales to plan sponsors.

Responsibilities:

  • Manage and develop assigned territory, market(s), and channels
  • Cultivate institutional mutual fund & SMA relationships – including RIAs, Platforms, 401k, bank trust departments and broker/dealers
  • Cultivate relationships directly with Plan Sponsors – including trustees and staff
  • Serve as portfolio specialist, provide technical information and effectively position the firm’s investment strategies, demonstrate a strong knowledge of the competitive landscape, financial markets and industry related topics
  • Responsible for marketing materials, client meetings, and industry event attendance

Requirements:

  • Proven track record of strong business development skills required
  • 10+ years of wealth experience managing and growing a HNW client base required
  • Extensive networking capabilities and relationship development focus
  • Bachelor’s degree preferred
  • Strong credentials including CFA, CFP, JD, and/or MBA preferred

Compensation:

Base salary competitive with current experience level, bonus, and benefits

Location: Cincinnati, Ohio

Reference Number: HRJ6975

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