Top Tech Jobs & Startup Jobs in Denver & Boulder, CO

The Director of Client and Advisor Experience will define and execute the client experience, coordinating services across multiple channels while collaborating with teams to drive growth and enhance service quality.

The Director of Client Development will drive new client acquisition, develop strategies for closing high-value prospects, and enhance client experience in a financial services environment focused on physicians.

The RIA Billing Specialist manages billing processes, maintains systems compliance, resolves inquiries, analyzes reports, and supports client onboarding and trading functions.

The Senior Tax Manager oversees tax planning and preparation, manages client relationships, ensures compliance, and stays updated on tax laws.

Lead the integration of wealth management services into acquired firms, facilitating cross-functional collaboration, coaching, and achieving strategic growth targets while refining operational processes.

The M&A Corporate Development Associate will support deal execution, conduct research, prepare financial analysis, manage data for acquisitions, and collaborate across teams.

Assist the advisory team in client meetings, develop financial plans, onboard and support clients, and ensure compliance with regulatory requirements.

The Corporate Development Associate will identify acquisition targets, manage relationships, conduct market research, and support M&A strategies for growth.