Regional Director - Business Development - Wealth ...

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.Please make sure you read the following details carefully before making any applications.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.Compensation & Benefits:Competitive base salary and bonusComprehensive benefits packageLocation: Los Angeles, California

Created: 2025-09-23