Family Office Advisor | Denver, Colorado

Reference Number: MR6547
Location: Denver, Colorado

Judson Group has partnered with a boutique RIA in the search for a Family Office Advisor. This true family office takes a holistic and comprehensive approach to serving client needs. The ideal candidate has extensive investment experience and can lead large, complex client relationships. Candidates will have an opportunity to impact the firm’s strategic direction and be a part of the long-term succession plan for the firm’s leadership team.

Responsibilities:

  • Prepare for and lead client meetings.
  • Identify and present investment opportunities to clients.
  • Maintain regular client communication and offer high-touch client service.
  • Work closely with team members in investment management and wealth planning activities.
  • Assist firm leaders with business development activities.

Requirements:

  • BA/BS Degree; advanced degree preferred.
  • 8+ years of experience in a client facing role.
  • Demonstrated ability to build and lead client relationships.
  • Experience with UHNW clients.

Compensation:
Base salary competitive with current base and experience level with bonus plan in addition. Long-term equity opportunity.

Location:
Denver, Colorado

Reference Number: MR6547

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