Judson Group · 4 weeks ago
President – RIA & Retirement Plan Services
United States
Full-time
Remote
Director/ExecutiveJudson Group is a leading independent retirement solution provider, seeking a President for RIA & Retirement Plan Services. The President will set the strategic vision and oversee all aspects of the business, driving growth and ensuring operational excellence in retirement plan consulting and wealth management.
EmploymentProfessional ServicesRecruitingStaffing Agency
Responsibilities
Define and execute the firm’s strategic vision across retirement plan consulting and wealth management
Lead growth initiatives, including new client acquisition, market expansion, and strategic partnerships
Strengthen the firm’s brand through marketing, visibility, and thought leadership
Direct the development and implementation of investment strategies for retirement plans and individual portfolios
Ensure all investment processes uphold fiduciary standards and regulatory requirements
Monitor market conditions to inform portfolio changes, risk management, and forward-looking strategy
Maintain superior service standards, ensuring transparent and timely reporting for all clients
Oversee the creation of performance reports, plan reviews, and financial planning deliverables
Act as a senior advisor to key institutional and individual clients
Lead institutional and individual sales strategies to drive sustainable growth
Partner with marketing to create targeted campaigns, educational content, and industry presence
Represent the firm at conferences, events, and client engagements
Mentor and develop cross-functional teams, promoting accountability and professional growth
Establish clear performance metrics and lead ongoing evaluations
Oversee compliance, operational systems, and technology infrastructure to support efficient and scalable operations
Qualification
Required
Proven executive leadership in financial services, ideally within investment advisory or wealth management
Strong understanding of ERISA, fiduciary standards, and retirement plan consulting
Strong experience in the Qualified Plan space is required
Exceptional communication, relationship-building, and strategic thinking skills
Bachelor's degree required
Series 65 required
Expertise in investment theory, portfolio construction, and financial planning
Entrepreneurial mindset with the ability to drive innovation and long-term vision
Commitment to integrity, fiduciary responsibility, and client-first service
Collaborative leader who inspires trust, accountability, and high performance
Preferred
Advanced credentials (MBA, CFA, CFP)
Benefits
Full suite of benefits
Company
Judson Group
Judson Group has provided retained, priority, and contingency search services to a number of leading large, mid-sized, and small organizations nationally.
Founded in 2002
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase