Reference Number: HRJ7772
Location: Salt Lake City, Utah

Judson Group is proud to partner with a nationally recognized, $29B+ AUM Registered Investment Advisor (RIA) in the search for a seasoned Senior Wealth Manager to join their Private Wealth team. This is a premier opportunity for a highly credentialed, relationship-driven wealth professional to serve as a trusted advisor to ultra-high-net-worth individuals, family offices, and multi-generational families, helping them preserve, grow, and transfer wealth with purpose and precision.

This role combines deep technical planning expertise with front-line client leadership. You will lead complex client relationships while delivering sophisticated planning strategies across estate, tax, trust, investment, philanthropic, and wealth transfer disciplines. This is not a sales role—your value lies in judgment, insight, and long-term client outcomes.

Why You’ll Love This Role:

• Serve as a trusted advisor to an elite client base, including HNW/UHNW family offices and individuals.
• Focus on strategic planning and relationship management, not business development.
• Partner with a best-in-class team of Wealth Advisors, private bankers, attorneys, tax professionals, and investment specialists.
• Help clients shape their legacy through values-based, multi-generational wealth strategies.
• Join a firm deeply committed to professional development, thought leadership, and planning excellence.

What You’ll Be Doing

• Serve as the lead advisor and primary relationship manager for UHNW individuals, families, and family office clients.
• Design, implement, and oversee highly customized financial plans integrating estate, tax, trust, investment, philanthropic, and risk management strategies.
• Lead and facilitate complex planning conversations, including wealth transfer, business succession, charitable planning, and asset protection.
• Translate sophisticated planning concepts into clear, actionable guidance clients can confidently act on.
• Coordinate seamlessly with internal specialists across tax, legal, trust, and investment teams to deliver a fully integrated client experience.
• Ensure investment strategies remain aligned with clients’ goals, life stages, and risk profiles; collaborate with investment teams on rebalancing and portfolio oversight.
• Proactively anticipate client needs, identify planning opportunities, and deepen long-term relationships.
• Leverage planning technology (e.g., eMoney, Salesforce) to deliver insights and monitor evolving client plans.
• Stay current on legislation, planning trends, and best practices to provide proactive, forward-looking advice.
• Contribute to firm-wide initiatives that enhance the client experience and advance modern wealth planning.

What We’re Looking For:

• CFP® designation required.
• JD, CPA, LLM, CPWA® strongly preferred.
• Bachelor’s degree in Finance, Business, Economics, or a related field.
• 8–12+ years of experience in wealth management or financial planning, with significant exposure to UHNW clients, family offices, and complex family structures.
• Deep expertise in estate and trust planning, tax strategy, philanthropic structuring, business succession, and wealth transfer.
• Exceptional communicator with the ability to simplify complexity and build trust with highly sophisticated clients.
• Strategic thinker who remains calm under pressure and is driven by excellence, collaboration, and client impact.
• Experience with eMoney Advisor or similar planning tools preferred.

Compensation & Benefits:

• Highly competitive base salary + bonus opportunities
• Full suite of benefits

Reference Number: HRJ7772
Location: Salt Lake City, Utah