Top 984 Closing manager Jobs in Fort Collins, Co

Senior Relationship Manager
Acorn Creek Capital —Fort Collins, CO
- $80,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Profit sharing
- Health savings account
Quick Apply
7d
Manager, Clinical Research
Eye Center of Northern Colorado —Fort Collins, CO
- $70,000 - $78,000 a year
- Full-time
- Mid-level
- High school diploma or GED
- Clinic
- Health savings account
- Paid holidays
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Software Project Manager
Trihydro Corporation —Fort Collins, CO
- $65,000 - $95,000 a year
- Full-time
- Background check
- PMP
- Mid-level
- Health savings account
- Paid holidays
6d
2nd Assistant Store Manager
Natural Grocers —Fort Collins, CO
- From $25.50 an hour
- Weekends as needed
- Microsoft Outlook
- Inventory management
- Merchandising
- Opportunities for advancement
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Operations Manager
Confidential —Colorado
- $175,000 - $210,000 a year
- Full-time
- 7 years
- ERP systems
- Analysis skills
- Paid holidays
- Health insurance
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Store Manager
REI (Recreational Equipment Inc.) —Fort Collins, CO
- $87,087.73 - $108,909.74 a year
- Mid-level
- Retail management
- Health insurance
- Employee discount
Department Manager
REI (Recreational Equipment Inc.) —Fort Collins, CO
- $27.01 - $33.79 an hour
- Mid-level
- Retail management
- Health insurance
- Employee discount
Manager - Asset Protection - Foothills Rack
Nordstrom —Fort Collins, CO
- $57,000 - $91,500 a year
- Full-time
- Management
- Computer literacy
- Mid-level
- Store discount
- Disability insurance
8d
Store Manager
Sprouts Farmers Market —Fort Collins, CO
- $81,269.35 - $133,701.19 a year
- Weekends as needed
- Marketing
- Writing skills
- Merchandising
- Paid parental leave
- Health savings account
Store Manager in Training
REI (Recreational Equipment Inc.) —Loveland, CO
- $88,080.35 - $110,100.43 a year
- Mid-level
- 3 years
- Analysis skills
- Health insurance
- Employee discount
Manager of Operations & Customer Experience (Ops CX)
Cheba Hut Franchising, Inc. —Fort Collins, CO
- $80,000 - $90,000 a year
- Hybrid work
- Google Workspace
- ServSafe
- Office
Quick Apply
2d
Manager, Inventory Control
Gotham Greens —Windsor, CO
- $75,000 - $90,000 a year
- Full-time
- Mid-level
- Microsoft Office
- 3 years
Quick Apply
District Asset Protection Manager
Home Depot / THD —Fort Collins, CO
- $85,000 - $95,000 a year
- 18 years or older
- Mid-level
- 3 years
3d
Operations Manager
Amazon.com Services LLC —Loveland, CO
- $91,000 - $136,500 a year
- Weekends as needed
- Mid-level
- Ability to climb stairs
- Bachelor's degree
- AD&D insurance
- Health insurance
Client Success Manager
Blue Margin —Fort Collins, CO
- $75,000 - $95,000 a year
- Hybrid work
- Marketing
- Office
- Presentation skills
Warehouse Assoc Manager
PepsiCo —Greeley, CO
- $93,500 - $156,450 a year
- Weekends as needed
- Forklift
- Driver's License
- Supervising experience
- Paid parental leave
- Health insurance
Account Manager, Manufacturing
W.W. Grainger —Fort Collins, CO
- $62,300 - $103,900 a year
- Hybrid work
- Inventory management
- Mid-level
- 3 years
- Paid parental leave
- Dental insurance
4d
Project Manager
City of Fort Collins —Fort Collins, CO
- $69,369 - $105,615 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- 3 years
- Wellness program
- Paid holidays
8d
Logistics and Trade Manager
Church & Dwight —Fort Collins, CO
- $110,900 - $157,900 a year
- Full-time
- Hybrid work
- Oracle
- Office
- Ability to lift 50 pounds
- Profit sharing
- Health savings account
Assistant Project Manager
RK Industries, LLC —Fort Collins, CO
- $83,000 - $100,000 a year
- Full-time
- 7 years
- Construction site
- Mid-level
Quick Apply

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closing manager jobs near fort collins, co

Senior Relationship Manager

Acorn Creek Capital
Fort Collins, CO

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Job Details

Full-time
$80,000 - $100,000 a year
7 days ago

Benefits

Profit sharing
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Flexible spending account
Tuition reimbursement
Paid time off
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Life insurance
Retirement plan

Qualifications

Series 65
Experience practicing in the securities industry

Full Job Description

Job Description: Wealth Management Senior Relationship Manager

Work Location: In Office

Regular Schedule: Full-Time

Salary: $80k-$100k with up to 30% bonus opportunity

Reports to: President

FLSA Status: Non-Exempt

About Us: At Acorn Creek Capital, we set the bar high for exceptional client service with our "white glove service" approach. As a team of highly skilled professionals, we are deeply committed to integrity, excellence, and innovation in everything we do. We’re always looking for ways to grow and improve, with a focus on delivering results that exceed expectations. By staying proactive and forward-thinking, we not only understand our clients' unique needs but anticipate them, ensuring we’re always a step ahead. Every interaction is guided by our core values of dedication, trust, and a relentless pursuit of excellence. The company is an Equal Opportunity employer and values diversity in its workforce.

Role Overview: As a Senior Relationship Manager at Acorn Creek Capital, your role is pivotal in making sure that our clients hear from us proactively and that we are regularly updated on their lives. This role will develop and maintain client relationships on behalf of the wealth management firm. Responsibilities include managing client relationships, extremely prompt and thorough follow-through, understanding the client’s investment goals, and working with our team to help provide tailored investment recommendations.

Main Duties and Responsibilities:

Address client requests, provide support, and offer financial investment advice incorporating feedback from the wealth manager to deliver our team philosophy.
Handle client reviews and any follow-up items.
Administer our team’s proactive service model by calling clients regularly.
Create and maintain each client’s financial plan.
Stay current on market conditions as it relates to the client’s objectives.
Maintain a deep understanding of our team’s investment matrix to explain to the client our philosophy as it relates to their Financial Plan.
Track and maintain client information using CRM (salesforce).
Participate in team meetings and strategic projects.
Other duties as assigned.

Required Qualifications

3+ years in a financial advisory role.
FINRA Series 65 license required.
Bachelor's degree and/or four years related experience and/or training; or equivalent combination of education and experience.

Preferred Background:

Experience working with both affluent and high net worth clients.
Additional certifications like CPWA, CFP or CRPC preferred.
Proficiency in trading and financial planning software. Experience in Orion and/or Money Guide Pro is a plus.
Proficiency in Microsoft Office and strong technical skills.
Proficiency in computer use, especially Excel.

Skills/Elite Attributes:

Self-motivation, effective time management, and relationship-building skills.
Positive, adaptable, and capable of managing a demanding workload.
Attention to detail, high accuracy levels, and excellent organizational skills.
Collaborative mindset with a focus on teamwork.
Strong multitasking and problem-solving abilities.
Simplify and explain complex financial information.
Outstanding communication skills.
A commitment to confidentiality and integrity.
Team Oriented, Client Focused, Professionalism, adaptability, and time management.

Benefits:

Competitive salary and performance-based bonus structure.
Positive work environment.
Comprehensive benefits package including but not limited to: Paid Holidays, PTO, Sick Time, Medical, Dental/Vision, disability and life insurance, FSA/HSA, 401(k) with profit sharing.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

Pay: $80,000.00 - $100,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Paid time off
Parental leave
Retirement plan
Tuition reimbursement
Vision insurance

License/Certification:

Series 65 License (Required)

Work Location: In person

Quick Apply

Refine Your Search

closing manager jobs in fort collins, co

Senior Relationship Manager

Manager, Clinical Research

Software Project Manager

2nd Assistant Store Manager

Operations Manager

Store Manager

Department Manager

Manager - Asset Protection - Foothills Rack

Store Manager

Store Manager in Training

Manager of Operations & Customer Experience (Ops CX)

Manager, Inventory Control

District Asset Protection Manager

Operations Manager

Client Success Manager

Warehouse Assoc Manager

Account Manager, Manufacturing

Project Manager

Logistics and Trade Manager

Assistant Project Manager

I want to receive the latest job alert for closing manager in fort collins, co

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