Chief Operating Officer – Wealth Management | Dallas, Texas

Reference Number: MHH7460
Location: Dallas, Texas

Judson Group has been retained by an independent boutique multifamily office in the search for a Chief Operating Officer to help grow the firm substantially over the next decade. This individual will be responsible for overseeing various operational processes and procedures of the firm. The ideal candidate has experience managing team members across the various teams in the firm and is capable of developing and implementing the firm’s strategic plan.


  • Provide overall leadership and managerial ownership of the firm’s day-to-day wealth management operations.
  • Develop and refine strategic business operations.
  • Responsible for oversight of the firm’s financial position.
  • Creates comprehensive goals for performance and growth strategies.
  • Develops and documents the firm’s operational processes, procedures, and growth strategies.
  • Work to ensure maximum and efficient use of the firm’s technological resources.
  • Recognize areas of opportunities for improvement across the organization, including opportunities to boost revenue, reduce cost, and increase profitability throughout the organization.
  • Provide marketing direction and support to client-facing professionals.
  • Oversee the firm’s relationships with external resource providers & vendors.


  • BA/BS Degree; advanced degree preferred.
  • Strong financial acumen.
  • 10+ years of relevant Wealth Management/M&A/Private Equity experience.
  • Solid human resource knowledge and experience.
  • Organized and detail oriented while managing and prioritizing multiple tasks simultaneously.
  • Able to work under pressure and meet deadlines in a fast-paced, demanding environment.

Compensation: Competitive compensation, bonus, and benefits package.

Location: Dallas, Texas

Reference Number: MHH7460

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