UNKNOWN

FEED

This individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire's presence throughout the West Coast.

YEAR

Wilshire

Vice President, Wealth Business Development (West Coast)

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This individual will be responsible for expanding Wilshire's presence within the intermediary wealth channel by developing enterprise relationships with home offices, model gatekeepers, managed account platforms, CIO offices, and key strategic partners. Wilshire is seeking an experienced National Accounts professional to focus on strategic distribution efforts across the TAMP, broker dealer, RIA, and model portfolio ecosystem with a particular emphasis on growing Wilshire''s presence throughout the West Coast.

Wilshire Advisors, LLC

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You will protect the owner’s time, keep sensitive client and firm information confidential, prepare polished materials, and serve as a calm, professional point of contact for clients, advisors, attorneys, CPAs, custodians, and vendors. You will protect the owner’s time, keep sensitive client and firm information confidential, prepare polished materials, and serve as a calm, professional point of contact for clients, advisors, attorneys, CPAs, custodians, and vendors.

Thrive Financial Recruiting

Executive Assistant

Crelate

FULL_TIME

Working closely with advisors, sales partners, and relationship managers, the team provides portfolio insights, investment solution support, and platform expertise to drive advisor success and deepen adoption of Envestnet’s solutions. Provides consulting expertise through portfolio reviews, book-of-business analysis, solution design and platform solution management (PSM) support, including product mapping and model building.

Envestnet

Wealth Solutions Consultant

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Working closely with advisors, sales partners, and relationship managers, the team provides portfolio insights, investment solution support, and platform expertise to drive advisor success and deepen adoption of Envestnet's solutions. Provides consulting expertise through portfolio reviews, book-of-business analysis, solution design and platform solution management (PSM) support, including product mapping and model building.

Envestnet Inc

Goodspeed Merrill (GM), a rapidly growing, full-service business law firm located in South Metro Denver's Meridian Community, is seeking an experienced Senior Corporate Securities Attorney to join our Corporate practice group. 5+ years of securities law experience, including significant work with private securities offerings, venture capital financing, startup counseling, Regulation D, A, and S, and private fund formation.

Goodspeed Merrill

Senior Corporate Securities Attorney

Rowe Price is seeking an experienced sales leader to manage a team of client-facing Model Portfolio specialists responsible for driving growth, developing strategic client relationships, and expanding the adoption of the firm's Model Portfolio capabilities. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions and a broad range of equity, fixed income, and multi-asset capabilities to individuals, advisors, institutions, and retirement plan sponsors.

T. Rowe Price

Manager, Model Portfolio Sales

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A successful candidate will have the ability to effectively communicate with clients and team members, excellent attention to detail, strong written and verbal communication skills, an energetic and positive attitude, and a willingness to learn. Tracks and updates client-related information in SharePoint and Salesforce including but not limited to contact information, investment advisory agreements, client-related notes and correspondence and other relevant information or documentation.

Waverly Advisors

Client Service Associate

Senior Client Service Associate

The successful candidate will bring strong knowledge of annuity and retirement products and work across insurance, capital markets, and asset management to develop sophisticated financial solutions, leveraging Athene and Apollo's investment capabilities while advancing new opportunities from concept through launch. Product Development & Execution: Own the product lifecycle from concept through approval and launch, translating product designs into specifications and leading cross-functional execution with Athene's existing product manufacturing, investment, actuarial, risk, legal, and operations teams.

Athene

VP Product Strategy

About Meketa Capital Meketa Capital is an asset management firm focused on expanding access to private market investments for RIAs and other advisors, without the complexity of subscription documents, high investment minimums, and the complex tax treatment associated with traditional institutional private market investment structures. Quarterly Fund Communications Execute and maintain the operational production of quarterly fact sheets, pitch books, and board books for Meketa Capital's fund vehicles, working from content and narrative direction provided by the Head of Marketing.

Meketa Investment Group

Digital Marketing Director

They will also play a key role in the client onboarding experience by collecting and organizing proposal materials, monitoring the onboarding process alongside servicing advisors, and qualifying opportunities to facilitate introductory meetings between BDOs and FCs or prospective clients. The Associate will be responsible for coordinating branch meetings, responding to initial inquiries from branch Financial Consultants (FCs), and managing outreach on stale or difficult-to-reach prospects to ensure pipeline momentum is maintained.

Cerity Partners LLC

Business Development Associate

The Associate will assist the Chief Compliance Officer and team with oversight of the Firm's compliance program and collaborate closely with investments, operations, legal, marketing, and finance teams to strengthen and evolve the Firm's compliance infrastructure. This role focuses on the day-to-day administration of core compliance functions, including code of ethics oversight, regulatory filings, policy administration, and examination readiness, while helping identify and mitigate compliance and conflicts-of-interest risk.

Compliance Associate

The Regulatory Compliance team Americas manages the compliance program for Partners Group's SEC Registered Investment Advisers, multiple SEC Registered Investment Companies, a Canadian affiliate and regulated activities in the Cayman Islands. Support the SEC-registered investment adviser compliance program through oversight of the execution and continuous enhancement of policies, procedures, and controls under Rule 206(4)-7 of the Investment Advisers Act of 1940, as well as other applicable federal and state securities laws and regulations.

Partners Group AG

Senior Compliance Officer

Build a repeatable methodology to proactively monitor a large portfolio of SMB accounts, identify opportunities to improve configuration and product utilization, and conduct targeted advisory sessions to help those customers drive deeper adoption. As Manager of Product Success you will own product utilization and value realization for Zocks’ SMB customers which include advisors affiliated with large RIAs, broker-dealers, and other financial services firms.

Zocks

Manager, Product Success

10+ years of designing, building and operating enterprise software platforms or relevant professional experience including 5+ years of formal or informal leadership, preferred. Demonstrated success building an engineering team or platform from an early stage, including recruiting technical talent, developing leaders, managing performance and scaling delivery.

VP Engineering

Experience partnering with software engineering teams as a product owner, product analyst, business analyst or similar contributor, including writing requirements and acceptance criteria, refining backlogs and making priority trade-offs. Map current-state systems, data flows and transaction paths; define target-state workflows; document decisions and coordinate dependencies with West Des Moines teams and external partners.

Product Analyst

As Director of Implementation, you'll build and lead the team responsible for onboarding, deploying and training Zocks's enterprise and mid-market customers, which include large RIAs, broker-dealers, banks, and other financial services firms. 7+ years in implementation, professional services, solutions delivery, or a related post-sales function, including several years leading and building teams.

HOUR

Director, Implementation

This role will help Life Well Lived Financial Group turn an extraordinary growth opportunity into a scalable, high-performing business as the firm rapidly adds advisors, acquires books of business, and expands its team: Partner closely with the Visionary to turn long-term vision into clear priorities, decisions, and execution. Lead the integration of new advisors, acquired practices, and major growth initiatives, stepping into the work when needed while building leaders and systems that can carry it forward.

Investment Advisor Jobs in Colorado

Vice President, Wealth Business Development (West Coast) Wilshire

Vice President, Wealth Business Development (West Coast) Wilshire Advisors, LLC

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Senior Client Service Associate Waverly Advisors

VP Product Strategy Athene

Digital Marketing Director Meketa Investment Group

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Senior Compliance Officer Partners Group AG

Manager, Product Success Zocks

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COO / Integrator [HT-1059244] VisionSpark

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