Chief Operating Officer | Indianapolis, Indiana

Reference Number: HRJ7033
Location: Indianapolis, Indiana

Judson Group has been retained by a multi-billion dollar private wealth advisory team in the search for a Chief Operating Officer. This position is an integral member of the executive management team and reports to the Senior Partners. This individual will manage various operational functions including Human Resources, Finance, Operations, Technology, and Marketing.

The ideal candidate is a great leader of people with a strong finance background. This person will be the internally facing “CEO” for the client facing Partners.


  • Provide overall leadership of the firm’s day-to-day operations.
  • Oversee human resource functions including performance management, talent development, compensation, and administration matters.
  • Develop and refine strategic business operations.
  • Responsible for oversight of the firm’s financial position.
  • Creates comprehensive goals for performance and growth strategies.
  • Develops and documents the firm’s operational processes, procedures, and growth strategies.
  • Work to ensure maximum and efficient use of the firm’s technology resources.
  • Provide marketing direction and support to client-facing professionals.
  • Oversee the firm’s relationships with external resource providers & vendors.


  • BA/BS Degree; advanced degree preferred.
  • Strong financial acumen; CPA preferred.
  • 10+ years of relevant wealth management experience.
  • Solid human resource knowledge and experience.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation: Competitive compensation, bonus, and benefits package.

Location: Indianapolis, Indiana

Reference Number: HRJ7033

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