Judson Group
Regional Director - Business Development - Wealth Management
Judson Group, Los Angeles, California, United States, 90079
Overview
Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Judson Group has partnered with a highly respected, rapidly growing national RIA to add a
Regional Director – Business Development
to their Los Angeles team based in the Brentwood area.
This is a high-impact business development role focused on driving growth through the RIA’s strategic partnerships that generate significant referral volume. You’ll play a key role in accelerating organic growth and expanding the firm’s footprint in a top-tier market.
Why You’ll Love This Role
Make a real impact on a small, collaborative team backed by the infrastructure and brand strength of a larger firm.
Work directly with HNW/UHNW clients, centers of influence, and institutional partners in a region ripe with opportunity.
Collaborate closely with a Partner/Managing Director and a team of advisors to drive growth.
Blend holistic financial planning with business development to create long-term client value—and drive firm success.
What You’ll Be Doing
Build and deepen relationships with custodial referral partners, COIs, and prospects in the LA market.
Lead and close new client opportunities among HNW/UHNW individuals.
Deliver comprehensive wealth management, including financial planning, portfolio management, and tax strategy.
Ensure execution and follow-through of planning action items across internal teams.
Be a visible, trusted face of the firm—both externally and internally.
What We’re Looking For
10+ years of experience in a lead advisor role with HNW/UHNW clients.
CFP or CFA preferred; additional credentials (CPA/PFS, CPWA, JD/LLM, MBA) desired.
Proven success in sales and business development within a fiduciary, client-first model required.
Strong communicator with exceptional relationship management skills.
Comfortable traveling throughout the LA metro area for in-person meetings.
Competitive base salary and bonus.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
Industries: Financial Services, Banking, and Investment Management
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Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates. Judson Group has partnered with a highly respected, rapidly growing national RIA to add a
Regional Director – Business Development
to their Los Angeles team based in the Brentwood area.
This is a high-impact business development role focused on driving growth through the RIA’s strategic partnerships that generate significant referral volume. You’ll play a key role in accelerating organic growth and expanding the firm’s footprint in a top-tier market.
Why You’ll Love This Role
Make a real impact on a small, collaborative team backed by the infrastructure and brand strength of a larger firm.
Work directly with HNW/UHNW clients, centers of influence, and institutional partners in a region ripe with opportunity.
Collaborate closely with a Partner/Managing Director and a team of advisors to drive growth.
Blend holistic financial planning with business development to create long-term client value—and drive firm success.
What You’ll Be Doing
Build and deepen relationships with custodial referral partners, COIs, and prospects in the LA market.
Lead and close new client opportunities among HNW/UHNW individuals.
Deliver comprehensive wealth management, including financial planning, portfolio management, and tax strategy.
Ensure execution and follow-through of planning action items across internal teams.
Be a visible, trusted face of the firm—both externally and internally.
What We’re Looking For
10+ years of experience in a lead advisor role with HNW/UHNW clients.
CFP or CFA preferred; additional credentials (CPA/PFS, CPWA, JD/LLM, MBA) desired.
Proven success in sales and business development within a fiduciary, client-first model required.
Strong communicator with exceptional relationship management skills.
Comfortable traveling throughout the LA metro area for in-person meetings.
Competitive base salary and bonus.
Details
Seniority level: Mid-Senior level
Employment type: Full-time
Job function: Finance
Industries: Financial Services, Banking, and Investment Management
#J-18808-Ljbffr