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Top Tech Jobs & Startup Jobs in Denver & Boulder, CO
Fintech • Financial Services
Lead and develop a team of Financial Advisors to drive consultative sales, financial planning, and full balance sheet solutions. Coach advisors, influence stakeholders, allocate resources, ensure compliance with FINRA and state licensing, and implement strategies to improve client experience and revenue.
Fintech • Financial Services
Manage and grow relationships with affluent customers, provide multi-product financial advice, acquire new clients, coordinate referrals with Wealth/Home Lending/Business Banking, handle everyday banking needs, ensure compliance and accurate documentation, and achieve retention and growth targets while supporting branch team and championing digital adoption.
Fintech • Financial Services
Manage and grow relationships with affluent and complex financial customers through proactive outreach, scheduled appointments, and lobby engagement. Provide multi-product guidance across deposits, credit, investments, home lending, and business banking, coordinate internal referrals, document planning conversations, ensure compliance, and drive retention and growth while supporting branch team and promoting digital adoption.
Fintech • Financial Services
Manage and grow a moderately complex local business banking portfolio by sourcing new clients, deepening relationships, increasing deposits, and delivering lending, treasury, and digital banking solutions. Conduct financial and credit assessments, structure secured and unsecured credit within delegated authority, coordinate with credit partners, and ensure compliance with underwriting and LO regulatory requirements. Engage centers of influence, collaborate with product teams, and provide proactive service to retain and expand client relationships.
Top Skills:
MS Office
Fintech • Financial Services
Manage and grow an affluent customer book via proactive outreach, discovery-driven financial planning, and multi-product solutions. Coordinate with Wealth, Home Lending, and Business Banking, handle everyday service needs, ensure risk and compliance, and support branch relationship development while meeting licensing and documentation requirements.
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Fintech • Financial Services
Frontline branch role building customer relationships, supporting everyday banking needs, opening accounts, processing transactions, handling cash/teller duties, initiating outreach, and referring customers to specialists while following compliance and risk controls.
Fintech • Financial Services
Acquire, deepen, and manage relationships with affluent customers by delivering multi-product banking, lending, investment, and business solutions. Conduct discovery-driven planning, schedule appointments and lobby engagement, coordinate with Wealth/Home Lending/Business partners, champion digital adoption, ensure accurate documentation and regulatory compliance, and manage a defined book of business to drive retention and growth.
Fintech • Financial Services
Acquire and deepen relationships with affluent customers, manage a defined book of business, deliver multi-product banking and credit solutions, coordinate referrals with Wealth/Home Lending/Business Banking, drive digital adoption, handle everyday banking needs, ensure accurate documentation and regulatory compliance, and support branch team performance.
Fintech • Financial Services
Serve affluent and complex clients as primary banking contact, growing and managing a book of business through discovery-driven advice, coordinated multi-product solutions, proactive outreach, and strong risk/compliance practices. Support everyday banking, drive digital adoption, and collaborate with Wealth, Home Lending, and Business Banking to deepen relationships and deliver tailored financial strategies.
Fintech • Financial Services
Build, deepen, and manage relationships with affluent customers by delivering multi-product financial solutions across deposits, lending, investments, and home/business banking. Proactively acquire new clients, conduct discovery-driven planning, coordinate with internal partners, ensure accurate documentation and regulatory compliance, and support branch service needs including account openings and coaching colleagues.
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