Reference Number: HRJ7313
Location: Indianapolis, Indiana
Judson Group has partnered with a highly regarded and ambitious independent RIA in the search for a Lead Wealth Advisor. This individual will be investment focused, spearheading the Investment Committee, all while handling complex financial planning and investment management for a number of the firm’s HNW clients. The ideal candidate has experience leading client relationships, a strong background in financial planning and investment management, and a keen understanding of the private market.
Responsibilities:
- Lead the firm’s investment committee.
- Act as the point of contact with our outsourced chief investment officer.
- Review private market opportunities, including private equity, venture capital, private real estate and private credit.
- Monitor and reporting on public market managers.
- Solve complicated financial planning, estate, tax and retirement issues.
- Demonstrate creative problem solving and solid judgement/decision making.
- Work with client support team to provide an exceptional client experience.
- Work with clients to ensure action items are thoroughly executed and documented.
- Coordinate with attorneys, CPAs and other external advisors.
Requirements:
- BA/BS degree required; advanced degree preferred.
- CFA highly desired.
- 7+ years of experience with an investment consulting/management firm, family office, or RIA.
- Strong business development track record a plus.
- Experience with CRM, financial planning software, and portfolio accounting software.
- A strong passion for investments and financial planning.
- 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 & Benefits:
Competitive compensation, bonus, and benefits package.
Location:
Indianapolis, Indiana
Reference Number: HRJ7313
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