Reference Number: MHH7910
Location: Melville, New York

Judson Group is proud to be partnering with a respected, independent wealth management firm in New York seeking a Relationship Development Associate – Wealth Management to play an integral role in expanding its referral network and delivering an exceptional experience for prospective clients.

In this highly visible position, you’ll collaborate with advisors, referral partners, and firm leadership to strengthen strategic relationships, generate new business opportunities, and support marketing initiatives that drive long-term growth. If you’re energized by business development, enjoy working in a client-focused environment, and thrive in a collaborative culture, this is an outstanding opportunity to make a meaningful impact.

Why You’ll Love This Role:

• Make a direct impact on the firm’s continued growth and success.
• Build and strengthen relationships with key referral partners and industry professionals.
• Work alongside an experienced team in a collaborative, client-first environment.
• Gain exposure to business development, marketing, and wealth management initiatives.
• Enjoy a dynamic role that combines relationship management, strategic planning, and client engagement.

What You’ll Be Doing:

• Cultivate and grow relationships within established referral programs to increase high-quality client introductions.
• Partner closely with referral sources to understand their business, identify opportunities, and expand referral activity.
• Serve as the primary point of contact between referral partners and Wealth Managers throughout the referral and onboarding process.
• Coordinate the client journey from initial introduction through onboarding, ensuring a seamless and professional experience.
• Keep referral partners informed with timely updates and ongoing communication.
• Conduct branch visits, educational presentations, networking events, and relationship-building meetings.
• Support firm-wide business development initiatives, including seminars, client events, networking opportunities, and strategic partnerships.
• Contribute ideas and execute marketing efforts that enhance brand visibility and drive new business opportunities.
• Participate in digital marketing and promotional initiatives as appropriate.
• Interview prospective clients to determine alignment with the firm’s services and planning approach.
• Gather and organize client financial information to support the planning process.
• Introduce prospective clients to the firm’s planning philosophy, services, and advisor team.
• Partner with Wealth Managers throughout the client acquisition process while providing exceptional service and follow-up.
• Maintain accurate records, manage multiple priorities, and ensure compliance with internal policies and regulatory requirements.

What We’re Looking For:

• 5+ years of experience in financial services, relationship management, business development, or a related field.
• Bachelor’s degree preferred.
• Series 65 license and CFP® designation are preferred.
• Proven ability to build trusted relationships and develop new business opportunities.
• Strong interpersonal, presentation, and communication skills.
• Self-motivated professional with an entrepreneurial mindset and a passion for contributing to a growing organization.
• Highly organized with the ability to manage multiple priorities and follow through on details.
• Collaborative team player who can also work independently and take initiative.
• Passion for delivering an outstanding client experience and helping individuals work toward their financial goals.
• Comfortable networking, presenting to groups, and representing the firm in the community.
• Willingness to travel occasionally as business needs require.

Compensation & Benefits:

• Very Competitive base salary + bonus structure.
• Comprehensive benefits package.

Reference Number: MHH7910
Location: Melville, New York