Senior Wealth Manager

3 weeks ago


Detroit, United States Judson Group Full time

Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding complex client issues.

The ideal candidate has 5+ years of client-facing wealth management experience with a strong background in client servicing and a high attention to detail. This person will need to be a team player who has the desire/ability to work successfully with others and should have strong client facing skills. There is tremendous ability for growth in both the medium and long term for the individual who fills this role.

Responsibilities:

  • Serve as a primary point of contact for the senior wealth managers client base by anticipating client needs, resolving inquiries, and cultivating deep relationships through superior client service.
  • Assist senior wealth managers with investment analysis, retirement/cash flow projections, research, tax planning, and implementation of recommendations as needed.
  • Create client presentations and assist with client meetings.
  • Handle client-related requests and account service inquiries.
  • Organize and analyze financial data received from new and existing clients.
  • Monitor client portfolios and communicate updates and recommendations.
  • Execute and reconcile trades as directed by the senior wealth managers.
  • Assist clients with implementation of recommended and agreed-upon strategies.

Requirements:

  • Bachelors Degree required.
  • CFP or CFA highly preferred.
  • Series 65 or 66 is required or must be obtained within the timeframe determined by manager.
  • 5+ years experience in an RIA or similar firm required.
  • Ability to take initiative and prioritize tasks.
  • Strong Microsoft Suite skills including Excel.
  • Ability to work independently and collaborate/communicate well in a team environment.

Compensation: Highly competitive compensation package with base salary, bonus, and benefits.

Location: Detroit, Michigan


  • Senior Wealth Manager

    3 weeks ago


    Detroit, United States The Judson Group Full time

    Senior Wealth Manager | Detroit, Michigan Reference Number: HRJ7572 Location: Detroit, Michigan Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing...

  • Senior Wealth Manager

    4 weeks ago


    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

  • Senior Wealth Manager

    4 weeks ago


    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

  • Senior Wealth Manager

    5 minutes ago


    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Senior Wealth Manager. This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research...

  • Wealth Manager

    3 weeks ago


    Detroit, United States Judson Group Full time

    Judson Group has been retained by a $19B+ RIA with a national presence in their search for a Wealth Manager . This individual will be managing and servicing client relationships. They will be responsible for managing client relationships, reviewing portfolio performance with clients, investment analysis, financial planning, and performing research regarding...


  • Detroit, Michigan, United States COMERICA MANAGEMENT CO INC Full time

    Trust Ops Alt Group ManagerDefine and lead the ongoing strategic design, development and execution of Wealth platform account opening applications, products and processes. Manage and develop a collaborative team of professionals comprised of managers, advisors and analysts who serve as subject matter experts responsible for the successful date to day...


  • Detroit, United States Wealth Recruitment, LLC Full time

    Job Description Job Description The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations. · Will ensure effective utilization of resources, timely and accurate revenue cycle processes,...


  • Detroit, United States Wealth Recruitment, LLC Full time

    The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations.  ·      Will ensure effective utilization of resources, timely and accurate revenue cycle processes, denial prevention,...


  • Detroit, United States Wealth Recruitment, LLC Full time

    Job DescriptionJob DescriptionThe Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations. · Will ensure effective utilization of resources, timely and accurate revenue cycle processes,...


  • Detroit, MI, United States BDO International Full time

    Job Summary:Private Client Services at BDO is a boutique practice within our firm. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures. The Private Client Services...


  • Detroit, United States Presbyterian Villages of Michigan Full time

    Presbyterian Villages of Michigan, a faith-based, premier nonprofit organization providing senior living and services in Michigan, has a great opportunity to join our leadership team as the Senior Housing Administrator/Property Manager at the Village of Brush Park Manor in Detroit, MI We invite you to help us create new possibilities for quality living for...


  • Detroit, Michigan, United States Wealth Recruitment, LLC Full time

    The Group Director, Case Management will execute on the strategic plan and will provide subject matter expertise for Case Management regulations and standards, including ensuring compliance with all state and federal regulations.  ·      Will ensure effective utilization of resources, timely and accurate revenue cycle processes, denial prevention,...


  • Detroit, United States Kapstone Employment Services Full time

    Job Description Job Description This organization empowers entrepreneurs through a range of programs and services, including access to capital, mentorship, business education, and policy advocacy. We create spaces for Black businesses to incubate and thrive. We position ourselves in key locations and events and we leverage our voice to advance our ambitious...


  • Detroit, United States Kapstone Employment Services Full time

    Job DescriptionJob DescriptionThis organization empowers entrepreneurs through a range of programs and services, including access to capital, mentorship, business education, and policy advocacy. We create spaces for Black businesses to incubate and thrive. We position ourselves in key locations and events and we leverage our voice to advance our ambitious...


  • Detroit, United States The Perillo Group Full time

    We are currently seeking an experienced Senior Civil Project Manager for a full-time position in the Greater Detroit, Michigan area. The qualified candidate will be a licensed engineer and have a minimum of 10 years of professional experience working with communities from design though construction on a broad range of municipal projects. This opportunity is...


  • Detroit, Michigan, United States Arcadis U.S. Full time

    Arcadis is the world's leading company delivering sustainable design, engineering, and consultancy solutions for natural and built assets.We are more than 36,000 people, in over 70 countries, dedicated to improving quality of life. Everyone has an important role to play. With the power of many curious minds, together we can solve the world's most complex...


  • Detroit, Michigan, United States COMERICA MANAGEMENT CO INC Full time

    Trust Accounting, Reconciliation, and Regulatory ReportingPrimarily responsible for the creation, meaningful assessment, and distribution of financial and regulatory reports. Provide direct oversight of report and reconciliation functions to ensure accuracy and completeness. Provides initial assessment of aging exceptions and directing of research and...


  • Detroit, Michigan, United States Relay Network Full time

    About the CompanyRelay Network, one of the fastest growing and most highly decorated technology companies, is a mobile engagement automation company that enables businesses to deliver individualized solutions that simplify and improve the customer experience. Relay gives enterprise businesses the power to design, orchestrate, and automate customer engagement...

  • Shopper Insights

    1 week ago


    Detroit, United States Fowler Placement Services Full time

    Location Detroit, MI Remote Available **Shopper Insights Senior Manager:**This role will lead the sourcing, interpretation and application of shopper insights to drive in-market success, inform business decisions, and develop shopper marketing strategies and programs that promote category expansion and brand growth. Their research expertise is in qualitative...


  • Detroit, United States Presbyterian Villages of Michigan Full time $50,000

    Presbyterian Villages of Michigan, a faith-based, premier nonprofit organization providing senior living and services in Michigan, has a great opportunity to join our leadership team as the Senior Housing Administrator/Property Manager at the Village of Delta Manor in Detroit, MI We invite you to help us create new possibilities for quality living for the...