Managing Director – Wealth & Financial Planning | Tucson, Arizona

Reference Number: HRJ7360
Location: Tucson, Arizona

Judson Group has been retained by a well-respected Wealth Management firm in the search for a Managing Director – Wealth & Financial Planning. This individual will report directly to the owner and will oversee primary responsibility for managing and growing the wealth management team, assisting in the launch and continued development of a new marketing plan, and will act as a player coach – leading client relationships when appropriate and assisting the owner in strategic leadership and implementation to support the firm’s growth plans.

The ideal candidate is a CFP with strong leadership skills, an entrepreneurial spirt, knowledge of the client service and operations processes within a Wealth Management firm, and the ability to be a strategic thought leader and drive change. This individual should have a desire to grow into a key leader within a Wealth Management firm.

This is a tremendous opportunity for a CFP with client facing experience to move into a leadership role, being a key part of the owner’s succession plan long-term.

Responsibilities:

  • Responsible for satisfaction and retention of the firm’s wealth management clients by managing all client experience strategies, impacts and decisions
  • Responsible for developing comprehensive financial plans and long-term wealth strategies
  • Leads the Wealth Management team through proactive hiring, training, professional development, and ongoing policy and compliance reviews
  • Strong business development skills required
  • Responsible for planning and executing short and long-term firm goals
  • Cultivate a culture of high integrity
  • Oversee the firm’s financial, operational, and performance plans, goals, and strategies
  • Maintains awareness of the competitive market landscape, expansion opportunities, industry developments, and regulatory changes
  • Identify opportunities to improve operations, processes, and systems

Requirements:

  • 10+ years of experience preferably within a wealth/investment firm in a client facing advisory role
  • Bachelor’s degree required; advanced degrees such as an MBA highly preferred
  • CFP required
  • Knowledge of financial services operational functions, terminology, and software
  • Highly proactive, must have a strong work ethic
  • High degree of customer service, confidentiality and urgency
  • Excellent interpersonal and communication skills

Compensation:
Competitive base salary and benefits

Location:
Tucson, Arizona

Reference Number: HRJ7360

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