Judson Group

Managing Director, Head of Operations – Wealth Management

SAN FRANCISCO, CAPosted 30+ days ago

Job summary

  • Job post source

    This job is from a recruiting firm hiring for a separate company.

  • Job overview

    The Managing Director, Head of Operations – Wealth Management will lead operations for a privately-held independent RIA, focusing on enhancing client experiences and operational efficiencies.

  • Responsibilities and impact

    Daily responsibilities include overseeing client operations, optimizing workflows, collaborating with senior management on strategic initiatives, and ensuring compliance with procedures.

  • Compensation and benefits

    The position offers a strong base salary, bonus, benefits package, and equity opportunity.

  • Experience and skills

    Candidates should have a minimum of ten years in an RIA and three years in corporate management, with strong proficiency in custodial offerings and operational workflows.

  • Company information

    The company is a privately-held independent RIA with $1.8B in AUM, serving affluent individuals and organizations.

  • Job location and travel

    The role is remote with a preference for candidates in San Francisco, Los Angeles, or New York City, requiring occasional travel to San Francisco HQ.

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

  • Position your resume to showcase your extensive experience in operations leadership within the wealth management sector, emphasizing your strategic thinking and project execution capabilities.

  • Highlight your proficiency in managing remote teams and your deep understanding of custodial offerings, particularly Schwab and Fidelity, as these are critical for the role.

  • Apply through multiple channels including Judson Group's corporate site and LinkedIn to broaden your reach and visibility for the Managing Director position.

  • Connect with professionals in the operations division at Judson Group on LinkedIn to gather insights about the role and the company culture. Ice breakers could include asking about their experience with operational efficiencies or discussing recent industry trends.

  • Optimize your resume for ATS systems by incorporating relevant keywords from the job description such as 'operational efficiencies,' 'client experience,' and 'custodial relationships' to increase your chances of passing initial screenings.

  • Utilize Jennie Johnson's Power Apply feature to streamline your application process, ensuring your resume is tailored, and you’re applying through the most effective channels while maximizing your networking opportunities.

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