Reference Number: HRJ7655
Location: Chicago, Illinois

Judson Group is proud to partner with a nationally respected $20B+ MFO in the search for a Managing Director / Lead Advisor. This is a rare opportunity to join a top-tier advisory firm known for its collaborative culture, sophisticated planning capabilities, and exceptional service to clients with $5MM+ in investable assets.

In this role, you’ll serve as a trusted advisor to some of the firm’s most complex and influential clients—delivering deep financial insight, holistic planning, and white-glove service. You’ll also play a key role in growing the firm’s UHNW client base through strategic referrals, proactive networking, and your own business development expertise.

If you’re a seasoned wealth leader ready to take your career to the next level, this is a chance to be part of a firm where clients stay for generations—and professionals do, too.

Why You’ll Love This Role:

• Engage deeply with HNW and UHNW individuals and families who value sophisticated, long-term planning.
• Step into a senior role with room to lead, grow, and shape client relationships with full support from a high-caliber team.
• Join a firm where strategy is shared, client experience is paramount, and success is collective.
• Base, bonus, and incentives structured to reward performance and profitability.

What You’ll Be Doing:

• Act as the primary relationship manager for a select group of UHNW clients, ensuring high satisfaction and long-term retention.
• Develop and deliver comprehensive financial plans and investment strategies tailored to complex client needs.
• Identify and pursue business development opportunities via client referrals, professional networks, and strategic outreach.
• Work closely with the firm’s planning, tax, investment, and operations teams to execute on client strategies with precision.
• Stay up to date on advanced planning techniques related to tax, estate, philanthropy, and multi-generational wealth transfer.

What We’re Looking For:

• 10+ years of wealth advisory experience, with a proven track record of managing and growing a HNW/UHNW client base.
• Bachelor’s degree required; MBA, CFA®, CFP®, CPA, or JD strongly preferred.
• Proficiency with planning and investment tools, as well as CRM and portfolio reporting systems.
• Deep understanding of complex planning and investment strategies for clients with $5MM+ in investable assets.
• Exceptional communication and relationship-building skills with an unwavering client-first mindset.
• Demonstrated success in business development and referral generation.
• Strategic, detail-oriented, and collaborative.

Compensation & Benefits:

• Competitive base salary aligned with experience and current compensation.
• Performance-based bonuses, including payout on first-year fees from new assets.
• Incentives tied to profitability and client growth, with transparent metrics and strong earning potential.

Reference Number: HRJ7655
Location: Chicago, Illinois