Top Fintech Finance Jobs in CO

Build and manage a personalized wealth management practice through proactive client and prospect outreach, partner relationship development, tailored financial planning, and coordination with internal specialists for investment management, insurance, and estate planning to grow and preserve client relationships.

The Private Client Financial Advisor develops personalized wealth management strategies for clients, enhances partnerships for new business, and provides comprehensive financial services.

Branch-based Wealth Advisor who builds personalized wealth management plans, grows client relationships through outreach and referrals, coordinates with internal specialists for investments, insurance, and estate planning, and develops new business from partners and prospects.

Lead and develop a branch team to deliver customer-centric financial services, drive growth, ensure operational and regulatory compliance, coach staff, hire and mentor talent, promote digital adoption, and manage branch resources and risk.

Manage and grow a portfolio of small business clients by owning the full client journey, offering tailored financial solutions (accounts, credit, treasury, digital tools), prospecting and networking, collaborating with internal partners, and ensuring compliance with underwriting and regulatory requirements for Loan Originators.

Serve customers by building relationships, assessing needs, opening and servicing deposit/credit accounts, referring to partners, providing digital banking guidance, and complying with SAFE/FINRA/Regulation Z licensing and risk requirements.

Review and underwrite Conventional and FHA mortgage applications, analyze borrower credit, income, assets and property, perform Schedule L liquidity tests, make timely compliant decisions, manage high-volume pipeline, partner with processors/LOs, identify fraud risks, and apply DU/LP systems and investor overlays.

As a Senior Accountant, you'll drive finance and accounting processes for Capital Markets, ensure regulatory compliance, and collaborate across teams for the Futures Commission Merchant and Broker-Dealer.

Lead and manage complex tax compliance engagements, provide client guidance, perform detailed reviews, and mentor staff while seeking new business opportunities.

Manage a team of insurance tax professionals, grow client relationships, perform tax research, and ensure compliance for insurance clients' tax matters.

Manage tax compliance engagements, communicate with clients, review tax work, provide training, and maintain technical expertise in tax areas.

The Private Banking Account Executive develops relationships with high-net-worth clients, providing tailored banking services and ensuring exceptional client satisfaction while managing a personal book of business.

The Analyst will support global funding and liquidity management by developing forecasting models, managing treasury data, and enhancing reporting automation.

As an Associate Forward Deployed Accountant, you'll deploy AI Agents for corporate accounting, train teams, handle automation, and enhance user confidence.

As a Finance Manager at Upstart, you will manage financial forecasting, planning, and reporting, collaborate with leaders, and drive analyses for strategic decisions.

Lead billing, collections, and payments reporting and controls. Own AR aging, ATB, AFDA support, reconciliations across billing systems, executive dashboards, month-end close, audit support, and data integrity initiatives to improve collections performance and minimize bad debt.