Top 25 Relationship 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
Key Private Bank Associate Relationship Manager
KeyBank National Association —Fort Collins, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Commercial Banking Relationship Manager
First National Bank of Omaha —Fort Collins, CO
- $89,828 - $148,215 a year
- Email
- Office
- Business development
- Bachelor's degree
- Health savings account
- Disability insurance
Raw Materials Supplier Relationship Manager SRM II
Woodward, Inc. —Fort Collins, CO
- $85,000 - $136,000 a year
- Full-time
- 5 years
- Mid-level
- Analysis skills
- Paid parental leave
- AD&D insurance
Quick Apply
3d
Business Banking Treasury Management Advisor - Relationship Manager I
PNC Financial Services Group —Fort Collins, CO
- $82,500 - $137,500 a year
- Full-time
- Customer service
- Mid-level
- Office
- Wellness program
- Health savings account
Client Relationship Consultant 2 (Banker) - Harmony & College King Soopers - Fort Collins, CO (20 hrs)
U.S. Bank National Association —Fort Collins, CO
- $20.00 - $24.75 an hour
- Part-time
- Mid-level
- Office
- High school diploma or GED
- Paid holidays
- Disability insurance
Universal Relationship Officer (banker)
Blue Federal Credit Union —Fort Collins, CO
- $24.53 - $36.80 an hour
- Extended hours
- Microsoft Excel
- Microsoft Outlook
- Computer literacy
Exp. Commercial Lending & Relationship Mgr | NoCo - Front Range
Points West Community Bank —Fort Collins, CO
- $65,000 - $85,000 a year
- Microsoft Outlook
- Mid-level
- Office
Quick Apply
Customer Relations Manager
Network Auto Source Inc. —Loveland, CO
- $36,000 - $118,000 a year
- Full-time
- Clean driving record
- Dealership
- Merchandising
- Paid time off
Quick Apply
8d
Relationship Banker - Ft. Collins/Loveland/Greeley CO - NORTHERN CO
JPMorganChase —Fort Collins, CO
- $20.00 - $27.88 an hour
- Weekends as needed
- Military
- Office
- High school diploma or GED
- Health insurance
- Tuition reimbursement
22h
Personal Banking - Relationship Banker II
NBH Bank —Fort Collins, CO
- $23.75 - $24.00 an hour
- Overtime
- Bilingual
- Background check
- Pass drug screening
- Paid time off
- Opportunities for advancement
Quick Apply
9d
Irrigation Production Supervisor
GreenEarth —Fort Collins, CO
- $30 - $40 an hour
- Full-time
- Management
- Customer service
- Mid-level
Quick Apply
Senior Manager, Business Relationship Management - Legal & External Affairs
Altria —United States
- $132,500 - $202,100 a year
- Full-time
- Computer Science
- PMP
- Master's degree
- Profit sharing
- Paid parental leave

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relationship 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

relationship manager jobs in fort collins, co

Senior Relationship Manager

Key Private Bank Associate Relationship Manager

Commercial Banking Relationship Manager

Raw Materials Supplier Relationship Manager SRM II

Business Banking Treasury Management Advisor - Relationship Manager I

Client Relationship Consultant 2 (Banker) - Harmony & College King Soopers - Fort Collins, CO (20 hrs)

Universal Relationship Officer (banker)

Exp. Commercial Lending & Relationship Mgr | NoCo - Front Range

Customer Relations Manager

Relationship Banker - Ft. Collins/Loveland/Greeley CO - NORTHERN CO

Personal Banking - Relationship Banker II

Irrigation Production Supervisor

Senior Manager, Business Relationship Management - Legal & External Affairs

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