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

The Portfolio Consultant at Wealth Enhancement provides tailored investment solutions and support to advisors, enhancing client relationships and driving business growth through strategic initiatives and presentations.

Lead and scale the Premium+ paid marketing program for advisor teams, managing an 8-10 person team. Own program strategy, onboarding, Canva workflow alignment, Salesforce campaign tracking, reporting, SOPs, training, and cross-functional collaboration to drive adoption, ROI, and advisor growth. Travel up to 15%.

Lead marketing integrations from LOI through 90+ days post-close, managing a small onboarding team, partnering cross-functionally to drive early growth activation, build scalable playbooks and automation, track KPIs, and step into execution to ensure smooth transitions for acquired advisor teams.

Lead complex technical accounting tasks including ASC 340-40, M&A transaction support, audit-related documentation, technical accounting research, and ad hoc project support. Prepare reconciliations, amortization schedules, journal entries, and financial statement footnotes while collaborating cross-functionally to ensure GAAP compliance and improve processes.

The Associate Regional Vice President is responsible for business development in wealth management, focusing on client transition and relationship building with custodial partners.

Work as part of an advisory team to manage client relationships, facilitate financial planning, prepare and conduct reviews, source and close clients, support senior advisors in meetings and account management, enter CRM notes, and participate in training while maintaining compliance.

The RVP will expand wallet share from existing clients, support financial advisors, and drive AUM growth through client engagement.

The Regional Vice President will drive revenue by acquiring new clients with significant investable assets, support financial advisory teams, and create complex financial plans.