What are the responsibilities and job description for the Senior Relationship Manager/Senior Wealth Advisor position at Judson Group?
Judson Group is proud to partner with a distinguished privately-held, strategic wealth advisory firm to identify a Senior Relationship Manager/Senior Wealth Advisor. As a team of investment professionals, the organization is guided by a strong set of core values that shape how they serve clients, collaborate internally, and contribute to their communities. Excellence is demonstrated through reliability, discretion, and consistent follow-through, creating an environment where both clients and colleagues thrive.
We are seeking an experienced and highly driven Senior Relationship Manager/Senior Wealth Advisor to deliver exceptional service and strategic leadership to a select group of clients. In this role, you will serve as the primary point of contact, building deep, trust-based relationships and delivering a comprehensive wealth management experience. You will collaborate closely with Portfolio Managers, Strategic Advisors, and subject-matter specialists to develop tailored solutions aligned with each client’s goals. Additionally, you will lead and mentor Relationship Managers and Assistant Relationship Managers, ensuring a seamless and coordinated client experience.
The ideal candidate is a Senior Wealth Advisor with 10–15 years of experience managing ultra-high-net-worth client relationships, holding or pursuing a CFP® and/or CFA®, and demonstrating a strong fiduciary commitment to acting in clients’ best interests. They have a proven track record of leading relationship management teams, partnering with portfolio managers to deliver customized investment strategies, and driving business growth through referrals and client expansion.
Why You’ll Love This Role:
- Build deep, long-term relationships and make a tangible difference in clients’ financial lives.
- Shape and mentor a high-performing team while influencing the client experience at a strategic level.
- Work alongside experienced professionals in a highly supportive, team-oriented environment.
- Stay at the forefront of market insights, investment strategy, and comprehensive financial planning.
- Enjoy the freedom to contribute ideas, lead initiatives, and grow your career within a respected organization.
What You’ll Be Doing:
- Lead and develop the Relationship Management team, including onboarding, coaching, and performance management.
- Serve as the primary advisor for client relationships, guiding conversations to uncover needs and deliver tailored wealth strategies.
- Partner with portfolio management to design and recommend investment strategies aligned with client objectives, risk tolerance, and financial plans.
- Participate in prospective client meetings and contribute to business development efforts, including cultivating referrals and expanding existing relationships.
- Communicate market insights, economic trends, and investment strategy in a clear, compelling manner, connecting these insights to each client’s financial picture.
What We’re Looking For:
- Bachelor’s degree required; advanced degree preferred.
- 10–15 years of relevant wealth management or advisory experience.
- CFP® and/or CFA® designation strongly preferred.
- Proven fiduciary mindset with a commitment to acting in clients’ best interests and maintaining strict confidentiality.
- Demonstrated leadership capabilities, including strong time management and the ability to lead through change.
- Entrepreneurial spirit with a proactive approach to business development.
- Collaborative, team-oriented mindset with a strong focus on client outcomes.
- Exceptional verbal and written communication skills.
Compensation & Benefits:
- Highly competitive base salary bonus opportunities
- Full suite of benefits
Location: Peoria, Illinois