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

Provides comprehensive administrative support to executives and teams in Asset & Wealth Management. Responsibilities include complex calendar management, call screening, domestic and international travel coordination, meeting and event logistics, invoice and expense processing, onboarding and offboarding support, document maintenance, professional correspondence, and editing spreadsheets and presentations. The role requires discretion, strong organization, communication skills, Microsoft Office proficiency, and five days per week onsite.

Provide comprehensive financial planning and advice to individuals and families; build a book of business through client acquisition and relationship management; deliver personalized investment and insurance solutions; coordinate with Chase partners; educate clients on digital tools; uphold integrity and goals-based planning.

Provide comprehensive financial planning and advisory services to individual and family clients, build and manage a book of business, acquire and deepen client relationships, offer investment and insurance solutions, collaborate with partners, and promote digital tools for client engagement.

Provide first-line support via live chat and service requests, troubleshoot hardware, software and network issues using diagnostic tools and runbooks, document outcomes, and contribute process improvement feedback to maintain high customer satisfaction and minimize downtime.

Manage and deepen a portfolio of ~100 business clients (>$5M revenue), drive deposit acquisition, cash management and credit opportunities up to ~$15M, deliver tailored financial advice, collaborate with specialists, protect the firm via risk controls, and cultivate referrals and cross-sell opportunities.

Lead and support Concur Expense and Invoice implementations for clients, including requirements gathering, process assessment, solution design, configuration, testing, deployment, training, demonstrations, and post-launch support. Advise clients on expense and invoice best practices, identify process improvements, coordinate implementation teams, develop communications and training materials, support RFP responses, and travel onsite as needed.

Provides first-line support for hardware, software, and network issues through live chat and service requests. Uses diagnostic tools and enterprise-authorized AI capabilities to troubleshoot, document, and resolve technology problems while validating AI-generated recommendations and protecting sensitive data. Supports operational improvements by identifying process opportunities, documenting outcomes, and escalating uncertain issues appropriately.

Sell and expand treasury management services to multinational corporate clients by prospecting new business, leading client conversations and process reviews, partnering with bankers and product teams, representing client needs in product development, delivering thought leadership, and managing portfolio risk and profitability.

Lead a public finance banking team to structure and execute complex municipal bond financings, build client relationships, develop financial models, collaborate across the firm, mentor staff, and represent the firm at industry events.

Provide comprehensive financial planning and relationship-based advice to individuals and families. Build a book of business through client acquisition and referrals, offer investment and insurance solutions, educate clients on digital tools, coordinate Chase partner referrals, and deliver exceptional investor experiences while supporting team goals and compliance.