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

Lead product strategy, roadmap, and execution for the Regis UHNW platform. Drive discovery, workflow and solution design, partner with engineering and advisory teams, manage cross-functional alignment, and measure adoption and client/advisor experience improvements.

Lead analytics for Community Marketing programs: define measurement frameworks, build Power BI dashboards, run analyses across referrals/events/COI, deliver executive insights, forecast leads/opportunities, and partner cross-functionally to optimize program performance and reporting.

Lead product ownership for Advisor Experience, owning roadmap from discovery to delivery. Build integrations and AI features (Aspen AI, client portal), deliver advisor capacity and transition tools, work with engineering/design/data and external partners, and drive Client Excellence KPIs (Net Revenue Retention, NPS, advisor retention, transition success).

Lead client relationships and oversee preparation, review, and delivery of income tax returns, projections, and analyses for high-net-worth individuals, trusts, and businesses. Perform tax research, respond to notices, mentor tax staff, communicate tax law changes to clients, and ensure timely, accurate tax services in a hybrid work environment.

Support a Senior Wealth Advisor delivering comprehensive financial planning and investment management to ultra-high-net-worth clients. Prepare and follow up on client meetings, develop financial plans and recommendations, coordinate with portfolio, tax and estate specialists, and help grow client relationships. Ensure compliance, translate complex concepts into client-friendly materials, and gradually take on increased client ownership.

The Wealth Advisor deepens client relationships, develops tailored financial solutions, ensures compliance, and acts as a fiduciary while leveraging an internal team of experts.

Serve as lead tax advisor for ultra-high-net-worth families, building multi-year tax strategies, overseeing compliance and controversy matters, managing a team of UHNW tax professionals, coordinating with external advisors, identifying planning opportunities (including cross-border issues), and supporting business development and service model evolution.

Lead client relationships and manage preparation, review, and delivery of income tax returns, estimates, projections, and tax research for high-net-worth individuals, trusts, and businesses. Mentor tax staff, respond to notices, and communicate tax law changes to clients and advisors.

The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.