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

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.

Leads institutional client and proprietary product onboarding, transitions, terminations, and other lifecycle change events. Coordinates internal and external stakeholders, ensures documentation and operational requirements are completed, manages project calls, resolves issues, supports product launches, and improves client operations processes. The role requires strong project management, client relationship, cross-functional coordination, communication, and knowledge of investment management onboarding operations.

As an Associate Sales Consultant for Personal Investors, you'll provide guidance to clients on investment and retirement planning while helping to drive business growth through effective sales strategies.

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.

Design, maintain, and troubleshoot CI/CD pipelines and automated deployments for Salesforce and AWS. Manage releases across environments, implement testing, quality checks, and rollback strategies, maintain Salesforce org consistency and AppExchange apps, mentor junior engineers, and collaborate with product and business stakeholders to meet delivery timelines and governance requirements.

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

Design, develop, and integrate cloud-native AI agent solutions using AWS and Salesforce. Lead projects, build and deploy agent-driven workflows, champion engineering best practices, mentor junior engineers, manage technical debt, and collaborate with product and business stakeholders to automate complex B2B processes and generate insights.

The Senior Manager will lead marketing strategy and execution for advice offers, collaborating across teams to drive client engagement and growth.

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.