UNKNOWN

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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.

VisionSpark

COO / Integrator [Ht-1059244]

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Based in Athene and Apollo’s Austin strategic growth hub, the AVP, Strategy & Innovation will work directly with Athene’s C-suite and senior leaders across Athene and Apollo to translate high-priority strategic opportunities into operating capabilities, commercial partnerships and launched solutions. Demonstrated success moving complex initiatives from strategy through launch, including developing business cases, defining operating and capability requirements, establishing roadmaps and coordinating implementation across business and technology teams.

Athene

AVP Strategy & Innovation

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The team's scope includes audit execution and oversight for Schwab's: (i) client-facing activities supporting retail investors and independent investment advisors on Schwab's platform and their clients; (ii) client product solutions and market expertise; (iii) portfolio advisory services and research; (iv) asset management functions; (v) corporate client services, including stock plan services, retirement plan services, and compliance and employee trade monitoring solutions; and (vi) middle and back office operational functions. The Internal Audit Department (IAD) of The Charles Schwab Corporation provides independent and objective assessments to figure out whether all significant risks are identified and appropriately reported by management and risk functions to the Board and Executive Management, to evaluate whether risks are adequately controlled, and to challenge Executive Management to improve the efficiency of governance processes, risk management, and internal controls.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. <br><br>The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

The Charles Schwab Corp

Senior Auditor, Broker Dealer/Asset Management

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About This Role: Reporting to the Treasury Senior Manager, the Treasury Manager will serve as a senior leader within the Treasury function, owning critical work streams across investment portfolio management, interest rate risk, debt compliance, and liquidity - while managing relationships with external investment advisors and supporting the broader Treasury team. Were looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved - people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services.

YEAR

Crusoe Energy Systems LLC

Treasury Manager

About This Role: Reporting to the Treasury Senior Manager, the Treasury Manager will serve as a senior leader within the Treasury function, owning critical work streams across investment portfolio management, interest rate risk, debt compliance, and liquidity - while managing relationships with external investment advisors and supporting the broader Treasury team. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved - people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services.

Crusoe Energy

Reporting to the Treasury Senior Manager, the Treasury Manager will serve as a senior leader within the Treasury function, owning critical work streams across investment portfolio management, interest rate risk, debt compliance, and liquidity — while managing relationships with external investment advisors and supporting the broader Treasury team. We're looking for problem-solving, opportunity-finding teammates with a sense of urgency, who believe in the scale of our ambition and thrive on a path not fully paved — people who want to grow their careers alongside a team of experts across energy, manufacturing, data center construction, and cloud services.

Crusoe

FULL_TIME

Kimel Psychological Services (KPS) is a woman- and minority-owned group psychology practice specializing in psychological evaluations and therapy for children, adolescents, and adults with developmental disabilities, autism spectrum disorder, ADHD, learning differences, giftedness, twice-exceptional profiles, mood disorders, medical complexity, and other neurodevelopmental concerns. Our comprehensive evaluations assess cognitive and intellectual abilities, developmental disabilities, autism, academic achievement, attention and executive functioning, emotional and behavioral functioning, neurological concerns, fetal substance exposure, and rare medical or genetic conditions.

KIMEL PSYCHOLOGICAL SERVICES LLC

Neuropsychologist or Evaluating Clinical Psychologist

Throughout the internship, you will develop skills in financial modeling, data analysis, and professional communication while working in an analytical, fast-paced setting that encourages curiosity, teamwork, and growth. The result is a powerful combination of institutional rigor and boutique personalization, delivering customized solutions to clients while opening new and exciting career opportunities for our team.

Cresset Capital Management LLC

INTERN, RESEARCH - MONTICELLO ASSOCIATES

Client Portfolio Manager Introduction The Client Portfolio Manager sits on Meketa Capital's Client Portfolio Management Team and will serve as a trusted, client-facing investment voice for Meketa Capital's alternative investment platform translating complex private markets strategies into clear, compelling insight for clients and prospects alike. Essential responsibilities: Serve as a client-facing member of Meketa Capital's Client Portfolio Management Team, advising clients on private equity and infrastructure interval fund offerings, as well as broader portfolio topics including asset allocation and risk management.

Meketa

Client Portfolio Manager

Responsibilities: Coordinates all operational functions supporting new business, including, but not limited to, establishing new RIA firm records on AAS's host system, manipulating data files for account creation, populating forms necessary for new account establishment and custodial transfers, managing statements, and processing fee calculations and collections. Pre-Employment Background Check and Drug Test: All offers are contingent upon the candidate successfully passing a credit check, criminal background check, and pre-employment drug screening, which includes screening for marijuana.

Axos Bank

Senior Conversion Specialist

The role collaborates with cross-functional teams to plan and implement change for employees and clients, bringing project management discipline to the delivery of change plans, enablement content and communications. The Program Enablement Analyst supports the Enablement function within the Securities Strategy & Execution team, which is responsible for managing change resulting in a better client experience and strategic outcomes.

Program Enablement Analyst

The Client Portfolio Manager sits on Meketa Capital''s Client Portfolio Management Team and will serve as a trusted, client-facing investment voice for Meketa Capital''s alternative investment platform translating complex private markets strategies into clear, compelling insight for clients and prospects alike. Essential responsibilities: Serve as a client-facing member of Meketa Capital''s Client Portfolio Management Team, advising clients on private equity and infrastructure interval fund offerings, as well as broader portfolio topics including asset allocation and risk management.

Meketa Investment Group

Some exposure in transactions (acquisitions, dispositions and leasing), deal structuring, underwriting, financing, compliance oversight with complex ownership and financing structures, hold/sell analysis, valuation, financial reporting, managing investment performance, major capital improvements, new construction/development/redevelopment, financing, operations management and accounting. Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including acquisitions, asset management, development and property management for our investors.

Sagard Real Estate

Associate, Asset Management

As a Senior Manager on our Family Office team, you'll serve as a trusted advisor to successful individuals, multi-generational families, family offices, and closely held businesses with complex tax, financial, and wealth planning needs. 8+ years of progressive public accounting tax experience, including significant experience serving high-net-worth individuals, family offices, trusts, estates, and closely held businesses.

<p>Cohen &amp; Company was founded in 1977 on the belief that there had to be a better way to help businesses succeed. Now ranked as one of the top accounting, tax and consulting firms in the country, our more than 400 team members serve entrepreneurs; private companies in a variety of industries; and registered and non-registered funds in the investment industry. The firm remains rooted in technical excellence, and is a member of the American Institute of Certified Public Accountants (AICPA) and registered with the Public Company Accounting Oversight Board (PCAOB). Cohen &amp; Company continues to experience consistent growth and serves clients throughout the U.S. from offices in Ohio, Michigan, New York, Pennsylvania and Wisconsin. Learn more at cohencpa.com.</p>

Cohen & Company

Tax Senior Manager, Private Client Services

We are particularly interested in someone who: Is a CPA with significant public accounting tax experience, generally 8+ years; Has meaningful experience serving real estate, construction, homebuilding, development, or related privately held businesses; Understands sophisticated closely held businesses and their owners; Can manage complex tax engagements involving partnerships, S corporations, individuals and other closely held entities; Enjoys tax planning and business consulting-not simply tax compliance; Is comfortable developing relationships directly with business owners, CEOs, CFOs and other senior executives; Has demonstrated an ability to lead, mentor and develop professional staff; Can become a trusted advisor whom clients call regarding business issues that extend beyond the tax return; Has the ability or desire to develop relationships with attorneys, bankers, investment advisors and other centers of influence; Thinks entrepreneurially about client service and business development; and. The individual will ultimately be expected to: Serve as the primary relationship leader for a significant portfolio of Real Estate & Construction clients; Provide proactive tax planning and strategic advice; Lead complex tax engagements and ensure excellent execution by the broader tax team; Develop younger professionals and future leaders; Expand relationships within existing BiggsKofford clients; Develop new client and referral relationships throughout Colorado; Participate meaningfully in firm strategy and leadership; and.

Ascend Partner Services LLC

Tax Leader

We are particularly interested in someone who: Is a CPA with significant public accounting tax experience, generally 8+ years; Has meaningful experience serving real estate, construction, homebuilding, development, or related privately held businesses ; Understands sophisticated closely held businesses and their owners; Can manage complex tax engagements involving partnerships, S corporations, individuals and other closely held entities; Enjoys tax planning and business consulting—not simply tax compliance; Is comfortable developing relationships directly with business owners, CEOs, CFOs and other senior executives; Has demonstrated an ability to lead, mentor and develop professional staff; Can become a trusted advisor whom clients call regarding business issues that extend beyond the tax return; Has the ability or desire to develop relationships with attorneys, bankers, investment advisors and other centers of influence; Thinks entrepreneurially about client service and business development; and. The individual will ultimately be expected to: Serve as the primary relationship leader for a significant portfolio of Real Estate & Construction clients; Provide proactive tax planning and strategic advice; Lead complex tax engagements and ensure excellent execution by the broader tax team; Develop younger professionals and future leaders; Expand relationships within existing BiggsKofford clients; Develop new client and referral relationships throughout Colorado; Participate meaningfully in firm strategy and leadership; and.

Ascend Partner Firms

This is an excellent opportunity for a motivated early-career professional with a degree in accounting, finance, or a related field to build their expertise in registered fund operations and gain hands-on exposure to the full fund lifecycle. PINE Advisor Solutions ("PINE"), a Centralis company, is a dynamic and fast-growing organization that provides institutional-quality outsourced solutions for funds and investment managers.

PINE Advisor Solutions

Associate, Registered Fund Financial Reporting

Build and maintain relationships with real estate agents, investment advisors, accountants, other professionals, friends, family and closed clients to market the Rocket brand and help homebuyers or homeowners obtain real estate financing that meets their personal and financial goals. Our wide variety of home loan options, tools and resources empower our clients to achieve their homeownership dreams.

HOUR

We’re a Detroit-based company obsessed with helping our clients achieve the dream of homeownership and financial freedom.
Our flagship business, now known as Rocket Mortgage, was founded by Dan Gilbert in 1985. Since then, we’ve revolutionized the mortgage industry – twice – and taken our place as the industry leader.

Today, the Rocket brand is synonymous with providing simple, fast and trusted digital solutions for complex transactions. When you need a mortgage, a real estate agent, a personal loan or a car, Rocket gets you there fast.

Rocket Companies Inc

Executive Loan Officer (Denver, CO)

In addition, this individual will work collaboratively with our Regional Directors to drive the brand in the local markets by becoming an active participant in the home building, land development, and supporting financial service industries. Knowledge of the residential housing and development industry players, key projects/developments within the industry, and local real estate industry associations is highly valued but not required.

CoStar Group Inc

Director of Business Development, Builder - Zonda - Denver, CO

Acting as a General Manager for the geography, this leader orchestrates cross‑functional partners across Sales, Category Management, Finance, Operations, Revenue Growth Management, Supply Chain, Shopper Marketing, and Brand Marketing to deliver sustainable, profitable growth while winning share. The Director is the resident expert, single point of contact and ultimate owner of the total Branded Commercial Bakery business, while also leading growth and execution across In‑Store Bakery, Barcel, Private Label and New Growth Customers.

Investment Advisor Jobs in Colorado

COO / Integrator [Ht-1059244] VisionSpark

AVP Strategy & Innovation Athene

Senior Auditor, Broker Dealer/Asset Management The Charles Schwab Corp

Treasury Manager Crusoe Energy Systems LLC

Treasury Manager Crusoe Energy

Treasury Manager Crusoe

Neuropsychologist or Evaluating Clinical Psychologist KIMEL PSYCHOLOGICAL SERVICES LLC

INTERN, RESEARCH - MONTICELLO ASSOCIATES Cresset Capital Management LLC

Client Portfolio Manager Meketa

Senior Conversion Specialist Axos Bank

Program Enablement Analyst Axos Bank

Client Portfolio Manager Meketa Investment Group

Associate, Asset Management Sagard Real Estate

Tax Senior Manager, Private Client Services Cohen & Company

Tax Leader Ascend Partner Services LLC

Tax Leader Ascend Partner Firms

Associate, Registered Fund Financial Reporting PINE Advisor Solutions

Executive Loan Officer (Denver, CO) Rocket Companies Inc

Director of Business Development, Builder - Zonda - Denver, CO CoStar Group Inc

Director Of Customers Bimbo Canada

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