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