Seeking Career Opportunities | Wealth Management

Reference Number: HRJ7071 Location: Remote Judson Group has partnered with a well-respected Wealth Management firm in the search for a Practice Manager. This individual will report directly to the owner and will oversee primary responsibility for client services, office administration, human resources, accounting, technology, and marketing. The ideal candidate has strong leadership skills, knowledge of

Reference Number: MH7035 Location: Houston, Texas Judson Group has been retained by a highly regarded fee-only RIA with a national presence in the search for a Wealth Advisor. This individual will be handling financial planning, retirement planning, and investment management for the firm’s clients as well as managing the day-to-day relationships and participating in/conducting client

Reference Number: HRJ7055 Location: Pittsburgh, Pennsylvania Judson Group has been retained by a highly regarded, fee-only RIA in the search for a Director of Client Services for their Wexford office. This individual’s main responsibility is to be the liaison between the client and the custodian (primarily Schwab).  This includes managing the full cycle of operations

Reference Number: MHH6927 Location: Central New Jersey Judson Group has partnered with a leading independent, privately-held wealth management firm in Central New Jersey to add an Investment and Trading Specialist to their team. This will be a unique opportunity to work in a collaborative environment to execute trades, analyze securities and provide support to the

Reference Number: HRJ6974 Location: Tennessee Judson Group has partnered with a large independent RIA 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 Operations, Finance, Human Resources, Technology, and Compliance. The ideal candidate has experience managing team members across

Reference Number: HRJ6911 Location: Dallas, Texas Judson Group has partnered with a successful RIA in the search for a Client Service Associate – Relationship Manager that provides administrative and operational support to one or more Advisors of the firm. The Relationship Manager assists with Ultra High Net Worth client daily needs. Responsibilities include; new account

Reference Number: HRJ6959 Location: Los Angeles, California Judson Group has been engaged by a $1.5B RIA in the search for a Wealth Strategist. This individual will support Senior Wealth Advisors by participating in client meetings, assisting with the development of investment and financial planning strategies, and performing research in regard to complex client issues. The

Reference Number: MR6952 Location: Los Angeles, California Judson Group has partnered with a boutique wealth management firm located near Los Angeles in the search for a Senior Client Service Associate. This candidate will have the unique role of providing high-touch client service by ensuring client needs are met in a timely and professional manner. The

Reference Number: HRJ6898 Location: Indianapolis, IN, Chicago, IL, Grand Rapids, MI, Cincinnati, OH, Minneapolis, MN Judson Group has been engaged by a privately-held, multi-billion-dollar RIA in the search for a Private Equity Investment Strategist. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior investment team, this person

Reference Number: HRJ6809 Location: Detroit, Michigan Judson Group has been retained by a privately-held, multi-billion-dollar RIA in the search for a Chief Investment Officer. The firm caters exclusively to UHNW families and institutional clients. As a member of the firm’s senior leadership team, this individual will be integral in establishing the firm’s long-term investment vision

Reference Number: HRJ7010 Location: Chicago, Illinois Judson Group has partnered with a growing, well-respected RIA in the search for an Operations and Client Service Manager. The Operations and Client Service Manager is responsible for supporting the operational and portfolio management needs of the firm. The ideal candidate has previous financial services experience, including familiarity with