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

Leads private wealth client relationships, serving as a strategic advisor across investment, banking, credit, estate planning, tax, philanthropy, and wealth transfer needs. Coordinates internal specialists to deliver customized strategies, strengthens existing relationships, sources new clients, develops referrals, and closes integrated wealth management solutions. Reviews client accounts, identifies growth opportunities, supports digital capabilities, and ensures effective delivery of new services.

Advises clients on investment strategies by assessing goals, objectives, and risk tolerance. Develops client and prospect relationships, explains securities and market strategies, collaborates with traders and advisory teams, documents interactions in Salesforce, monitors markets, supports sales goals, and provides high-level consulting and leadership. Requires securities industry and sales experience, securities licenses, strong communication skills, and occasional travel.

Lead new client development and relationship management for high-net-worth individuals, families, and institutions. Present Northern Trust capabilities, advise on estate, trust, and tax planning, collaborate with specialists, and deepen client relationships while serving as a community brand ambassador.

Senior business development role focused on cultivating ultra-high-net-worth individuals, families, and institutions. Develop and execute client acquisition strategies, advise on estate, tax, and wealth transfer planning, coordinate with internal specialists to deliver solutions, and act as a local brand ambassador to expand relationships and referrals.