Reference Number: HRJ7909
Location: Atlanta, GA/Chicago, IL/Walnut Creek, CA/Rockville, MD/Nashville, TN/Denver, CO/New York, NY/Overland Park, KS

Judson Group is partnering with a globally recognized Top CPA and advisory firm known for helping individuals and businesses navigate growth with confidence. Through deep industry expertise, forward-thinking strategies, and a collaborative culture, the firm empowers clients to capitalize on opportunities while preparing for what’s next. Recognized for its exceptional workplace culture and commitment to professional development, this is an organization where top talent thrives.

The firm is seeking an experienced Senior Investment Strategist – Wealth Management to join its growing Wealth Management team. This highly visible role serves as a strategic extension of the Chief Investment Officer, helping shape market perspectives, strengthen advisor and CPA relationships, and deliver insightful investment guidance across public and private markets. This is an opportunity for an accomplished investment professional who thrives in high-level client conversations, enjoys translating complex market dynamics into actionable insights, and wants to play a meaningful role in the firm’s continued growth.

Why You’ll Love This Role:

• Serve as a trusted strategic partner to the Chief Investment Officer with meaningful influence on investment communications and market strategy.
• Represent the firm’s investment philosophy with advisors, CPAs, clients, and prospects as a recognized market expert.
• Join a collaborative, entrepreneurial organization that values innovation, ownership, and professional growth.
• Shape scalable investment processes and leverage technology to enhance communication, efficiency, and client experience.
• Make an impact during critical market events by providing thoughtful guidance and confidence to advisors and clients.

What You’ll Be Doing:

• Represent the firm’s investment views on the economy, financial markets, and portfolio positioning in meetings with advisors, CPAs, clients, and prospects—both independently and alongside the CIO.
• Serve as the primary resource for advisors on market developments, portfolio questions, and client-specific investment challenges.
• Develop executive-level market commentary, economic outlooks, investment presentations, and thought leadership for external audiences.
• Build and refine technology-enabled processes that improve the consistency, quality, and scalability of investment communications.
• Translate complex market developments into practical, client-friendly messaging and advisor talking points.
• Collaborate closely with the CIO by providing independent market perspectives, identifying portfolio risks, and proactively escalating key issues.
• Conduct due diligence and ongoing monitoring of private investment opportunities while supporting investment committee discussions.
• Maintain high-quality investment content and advisor resources that are timely, accurate, and aligned with the firm’s investment philosophy.

What We’re Looking For:

• 10+ years of investment experience within institutional asset management, a family office, large RIA, or similar environment.
• CFA designation and/or MBA preferred.
• Demonstrated expertise in macroeconomic analysis, public markets, portfolio construction, and investment communications.
• Exceptional communication and presentation skills with the ability to confidently lead unscripted client and advisor conversations, particularly during periods of market volatility.
• Proven experience creating polished, executive-level investment reports, market commentary, and presentations.
• Hands-on experience evaluating and monitoring private investments, including assessing liquidity structures, incentives, and investment risks.
• Proficiency with Bloomberg, FactSet, and AI-powered productivity tools to improve research and communication.
• A collaborative leader who takes ownership, exercises sound judgment, and builds credibility through expertise and responsiveness.
• Highly organized with exceptional time management and execution skills.
• Comfortable influencing without formal authority while fostering constructive dialogue and informed decision-making.

Compensation & Benefits:

• Very competitive base salary and bonus
• Comprehensive benefits package
• Equity opportunity

Reference Number: HRJ7909
Location: Atlanta, GA/Chicago, IL/Walnut Creek, CA/Rockville, MD/Nashville, TN/Denver, CO/New York, NY/Overland Park, KS