Head of Advisor Revenue Optimization - Wealth Management

Judson Group is proud to partner with a leading, nationally recognized independent wealth management firm that is seeking a Head of Advisor Revenue Optimization to join its Practice Management team. This individual will play a key role in strengthening the firm's pricing and billing practices, helping advisors maximize the revenue potential of their practices while driving greater consistency, transparency, and profitability across the organization.

With more than $60 billion in assets under management and a growing national footprint, the firm is entering an exciting phase of expansion. This is a hands-on leadership opportunity for a commercially minded professional who can combine financial analysis, strategic thinking, and advisor partnership to build and lead a revenue optimization function from the ground up.

Why You'll Love This Role:

• Build and shape a new function with meaningful visibility and influence across a growing national organization.
• Partner directly with advisors to improve practice economics, optimize pricing, and identify untapped revenue opportunities.
• Play a key role in establishing consistent pricing, billing, and profitability practices across a diverse network of offices.
• Work at the intersection of strategy and execution, with the autonomy to develop processes, tools, and solutions that create measurable business impact.

What You'll Be Doing:

• Partner with advisors to evaluate practice revenue, identify pricing opportunities, and implement strategies that improve overall profitability.
• Lead efforts to align client relationships with the firm's standard fee schedule, providing advisors with the analysis, tools, and guidance needed to make informed pricing decisions.
• Oversee the firm's standard fee schedule and exception process, incorporating market benchmarks, relationship complexity, and service considerations.
• Identify unbilled or underbilled assets, address billing inconsistencies, and partner with operations to ensure fees accurately reflect the assets managed and services delivered.
• Work with advisors to evaluate smaller client relationships, implement appropriate service and pricing models, and create capacity for higher-value relationships.
• Lead pricing and billing integration efforts for newly acquired or affiliated offices, helping establish consistency with the firm's broader commercial strategy.
• Build scalable workflows, reporting, tools, and technology that support consistent pricing and billing practices across the organization.
• Identify additional opportunities to improve practice economics through cost-to-serve analysis, minimum fee structures, account minimums, and pricing for specialized planning services.
• Develop meaningful reporting and performance insights that provide leadership with visibility into pricing trends, billing accuracy, and revenue optimization opportunities.

What We're Looking For:

• A highly analytical, commercially minded professional who can translate complex data into practical business recommendations.
• Experience in top-tier management consulting, particularly in strategy, pricing, commercial excellence, or a comparable corporate strategy or revenue optimization role. Wealth management experience is preferred.
• Demonstrated success leading pricing, fee alignment, or commercial effectiveness initiatives, ideally within a multi-office or distributed organization.
• Strong financial modeling and analytical capabilities, with the ability to evaluate business economics and develop data-driven recommendations.
• Experience driving organizational change and gaining buy-in from senior stakeholders and professionals outside of a direct reporting structure.
• The ability to build credibility with experienced advisors, communicate recommendations effectively, and influence decisions through collaboration and sound business judgment.
• Familiarity with wealth management business models, RIA economics, and advisor practice management is highly desirable.

Compensation & Benefits:

• Competitive base salary with performance-driven bonuses.
• Full benefits package.

Location: Remote