Reference Number: HRJ7769
Location: Atlanta, Georgia

Judson Group is proud to be retained by a leading, family-owned RIA firm in Atlanta with almost $3B AUM that has spent over four decades building lifelong client relationships rooted in trust, transparency, and personalized service. This firm is more than just a financial advisory practice—it’s a tight-knit community that puts people first: clients, employees, and partners alike.

We are seeking a strategic and people-focused Chief Advisory Officer (CAO) to join the C-suite and help lead the next chapter of growth. This is a unique opportunity to guide a high-performing team of Wealth Managers, shape firm strategy, and foster a culture of excellence across the organization.

Why You’ll Love This Role:

• Be a key decision-maker, working alongside the CEO and COO to set firm-wide strategy, policy, and growth initiatives.
• Mentor, develop, and elevate a talented team of advisors to reach their full potential.
• Join a mission-led, client-centric firm that balances professional performance with emotional intelligence and respect.
• Work with a well-established, independent firm with a trusted 40+ year reputation and a long-term outlook.

What You’ll Be Doing:

• Lead & develop a high-performing advisory team.
• Define and evolve the Wealth Manager role and performance standards.
• Provide strategic coaching, mentorship, and performance management.
• Foster a culture of collaboration, accountability, and excellence.
• Partner with CEO/COO in leadership decisions and C-suite planning.
• Advocate for advisory team needs and innovation in service offerings.
• Champion the firm’s values and communicate the mission across all levels.
• Help guide the firm through industry trends, change, and growth.
• Identify staffing needs and define ideal candidate profiles.
• Lead hiring, onboarding, and integration of new Wealth Managers.
• Track and report on team performance, needs, and opportunities.
• Support Wealth Managers with complex client needs, transitions, and problem-solving.
• Mediate and strengthen key relationships with clients, their families, and external partners.
• Collaborate on investment strategy, portfolio reviews, and COI engagement.
• Lead by example in client service and crisis resolution.
• Help advisors grow their books and improve client engagement.
• Serve as liaison between Wealth Managers and Marketing/BD teams.

What We’re Looking For:

• 10+ years of experience in the RIA or wealth management space, with proven success in people management, portfolio oversight, and client relationship leadership.
• Exceptional communication and listening skills—you lead with empathy and clarity.
• High emotional intelligence, self-awareness, and the ability to manage through conflict with professionalism.
• Strong strategic thinking and a natural problem-solver who thrives in collaborative environments.
• A passion for growing others, driving innovation, and making a positive impact.

Compensation & Benefits:

• Competitive base salary and bonus
• Comprehensive benefits package

Reference Number: HRJ7769
Location: Atlanta, Georgia