Wealth Channel Business Development Officer

Judson Group has partnered with a highly respected, rapidly growing national RIA to add a Wealth Channel Business DevelopmentOfficer to their San Diego team.

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 firm leaders 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 Southern California 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 San Diego metro area for in-person meetings.

Compensation & Benefits:

• Competitive base salary and bonus


• Comprehensive benefits package

Location: San Diego, California