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

Build and deepen client relationships through consultative financial conversations, business development, asset consolidation, and wealth services guidance. Identify investment, retirement, planning, and rollover opportunities; manage client outreach and sales pipelines in Salesforce; document interactions; coordinate advice referrals; and ensure accurate, compliant transactions and communications. The role requires Series 7 and Series 66 licenses, with responsibility for meeting sales goals and serving individual investors, including affluent and high-net-worth clients.

Leads a Wealth Services team supporting client advice, sales, and service for an assigned book of business. Develops growth and retention strategies, coaches associates, oversees client engagement and operational performance, resolves escalated issues, and ensures compliance and quality. Represents the team with clients and stakeholders while contributing insights to improve coverage models, service delivery, and long-term client relationships.

Owns retail client data products and priorities, translating business needs into requirements and prioritized backlogs. Partners with business, technology, analytics, operations, and risk teams to deliver trusted, governed, high-quality data capabilities. Leads discovery, delivery, UAT, adoption, data quality remediation, and continuous improvement while managing dependencies and trade-offs. Defines success metrics, ensures governance and controls, and supports stakeholder decision-making. Provides guidance and mentoring to less experienced associates.

Leads the digital product roadmap, backlog, requirements, prioritization, delivery, and optimization for retirement advice experiences. Manages product owners, coaches product talent, and partners with engineering, design, analytics, operations, marketing, Legal, Risk, and Compliance. The role drives product strategy, defines acceptance criteria, manages tradeoffs and dependencies, oversees releases, and uses client feedback and performance data to improve digital products.

Consults with individual investors on investment, retirement, and education planning; assists with asset rollovers and transfers; uses Salesforce to manage client relationships and sales pipelines; delivers needs-based financial solutions and meets sales targets. Partners with specialized advisory teams and applies financial services, tax, legal, and regulatory knowledge. The company supports required FINRA licensing and CRPC completion.

Leads operational servicing and onboarding for complex professional clients across the asset management lifecycle. Acts as a client advocate, resolves escalated service issues, develops service plans, monitors operational health and KPIs, and drives process improvements. Partners with Relationship Management, Operations, Legal, Compliance, Product, and other teams to improve client outcomes, manage risk, support launches, and streamline workflows. Coaches stakeholders and serves as a subject matter expert for complex client operations.

As an Internal Wholesaler, you will support financial advisors, build relationships, drive sales results, and collaborate with external sales professionals to develop the territory.

As a Financial Consultant, you will provide advice and planning for individual investors regarding their financial needs, ensuring their success with investments and retirement planning while meeting sales targets.

Drive regional retirement plan sales by developing territory strategy, building advisor relationships, and executing consultative sales. Identify new business, collaborate with internal experts to deliver tailored proposals, and provide market insights and practice support. Maintain industry knowledge, manage territory performance, and achieve sales and asset growth targets through disciplined territory management and strong advisor engagement.

Partner with Alternative Investment Specialists to prospect, sell, and retain financial advisor relationships across assigned territories. Develop territory plans using data, document CRM activity (Salesforce), support meetings and follow-up, attend client-facing events, and contribute to sales, net flows, and territory growth targets.