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

The Director of Advisor Services leads advisor teams, enhancing engagement, driving organic growth, optimizing practices, and facilitating training and development to improve client experiences and business operations.

The Director oversees investment manager research, conducts due diligence, develops team expertise, prepares investment reports, and participates in special projects, leading and mentoring junior staff.

The Tax Advisor prepares tax returns, provides tax planning advice, conducts research, fosters teamwork, and maintains tax expertise while collaborating with clients and internal teams.

The Regional Vice President will manage relationships with custodial partners, source and close clients, and educate on financial planning processes.