Job summary
Job post source
This job is from a recruiting firm hiring for a separate company.
Job overview
The Market Leader - RIA role involves overseeing client experience and business development for a wealth management firm's Winter Park office, focusing on client retention and growth.
Responsibilities and impact
The Market Leader will manage client relationships, lead business development, coordinate community engagement, and oversee a team of advisors to exceed client expectations.
Compensation and benefits
The position offers a competitive base salary, strong incentive program, partnership opportunity, and comprehensive benefits.
Experience and skills
Candidates must have 10+ years of wealth management experience with UHNW clients, hold Series 65, 66, 7, CFP, or CFA designations, and possess strong leadership and strategic skills.
Career development
There is a strong growth path within the firm for this senior advisor role.
Company information
The company is a privately-held wealth management firm with over $5 billion AUM and a well-established presence in the Winter Park area.
Team overview
The candidate will oversee Relationship Managers, Wealth Advisors, and Assistant Relationship Managers primarily in Florida.
Job location and travel
The job is located in Winter Park, Florida.
Unique job features
The role includes partnership opportunities and the chance to be the face of the firm in the community, emphasizing high-end client service and business growth.
Company overview
Judson Group is a specialized executive search firm that focuses on recruiting top-tier talent for the financial services and wealth management sectors. They generate revenue through client fees for successful placements and consulting services. Established in 2007, the company has built a reputation for its personalized approach and deep industry knowledge, helping firms find the right candidates to drive their business forward.
How to land this job
Tailor your resume to emphasize your extensive experience managing and growing UHNW client bases, highlighting your leadership in wealth management and client retention success.
Showcase your ability to build strong client relationships, coordinate business development efforts, and engage proactively with community and centers of influence, reflecting the entrepreneurial spirit Judson Group seeks.
Apply through multiple platforms including Judson Group’s corporate website and LinkedIn to maximize exposure and ensure your application reaches the right eyes.
Connect with current employees or leaders in the Winter Park office or wealth management division on LinkedIn, using ice breakers like commenting on recent community engagement initiatives or asking about the firm’s approach to client experience.
Optimize your resume for ATS by incorporating keywords from the job description such as 'UHNW client management,' 'wealth planning advice,' 'business development,' 'client retention,' and relevant certifications like Series 65, CFP, or CFA.
Leverage Jennie Johnson’s Power Apply feature to automate tailored resume submissions, identify multiple application channels, and find LinkedIn connections to network with, freeing you to focus on preparing for interviews and relationship-building.
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