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

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.

The Offer Manager manages advisory products, executing strategy, driving cross-functional delivery, and measuring performance while ensuring client needs are met.

Provide financial advice and planning to clients, implementing standard solutions, preparing financial plans, and ensuring client satisfaction. Responsibilities include relationship building and understanding client needs regarding investment strategies.

Provide high-level administrative support to senior relationship managers: complex calendar and travel management, meeting and event coordination, expense administration, CRM and database upkeep, office and guest support, liaising with internal and external partners, and ensuring confidential information is handled discreetly. Improve processes, provide team coverage, adopt approved AI tools to increase efficiency, and partner with other administrative and operational teams to deliver consistent client-facing support.

The Senior Financial Advisor develops advisory solutions, prepares financial plans for clients, maintains relationships, and manages client satisfaction with advisory services.