Top 134 Client relationship manager Jobs in Greeley, 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
4d
Key Private Bank Associate Relationship Manager
KeyBank National Association —Greeley, CO
- $80,000 - $150,000 a year
- Full-time
- Hybrid work
- Writing skills
- Mid-level
- Office
Referral Partnerships Manager
Alpaca Health —Evans, CO
- $70,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Client Success Manager
Blue Margin —Fort Collins, CO
- $75,000 - $95,000 a year
- Hybrid work
- Marketing
- Office
- Presentation skills
Customer Support Manager - Industrial
Select Water Solutions —Greeley, CO
- $80,000 - $115,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid training
- Paid holidays
Quick Apply
2h
Physician Liaison
Alpaca Health —Evans, CO
- $70,000 - $100,000 a year
- Full-time
- Research
- Mid-level
- Health insurance
- Paid time off
Quick Apply
Business Insurance Agent (BIA)
Farmers Insurance Group —Fort Collins, CO
- $60,000 - $95,000 a year
- Full-time
- Background check
- Mid-level
- Business development
- Work from home
- Flexible schedule
Quick Apply
Southwest District Sales Manager, Pest Management Division
Liphatech —Colorado
- $80,000 - $115,000 a year
- Full-time
- Remote
- Background check
- Clean driving record
- Microsoft Excel
- Health insurance
- Dental insurance
Quick Apply
Business Development Manager - Colorado
MBI Management Services Inc. —Greeley, CO
- $60,000 - $90,000 a year
- Full-time
- Mid-level
- Microsoft Office
- Business development
Quick Apply
6h
Account Manager
Purvis Industries —Greeley, CO
- $66,000 - $100,000 a year
- Full-time
- Clean driving record
- Public speaking
- Mid-level
- Health insurance
- Dental insurance
Specialty Account Manager
Numotion —Windsor, CO
- $45,000 - $60,000 a year
- 8 hour shift
- Mid-level
- Bachelor's degree
- Travel
Employee Benefits Senior Account Manager - Northern Colorado
Flood and Peterson Insurance —Greeley, CO
- $75,000 - $85,000 a year
- Mid-level
- Analysis skills
- Driver's License
- Paid holidays
- Health insurance
Quick Apply
Manager of Partnerships & Premium Seating | Full-Time | Blue Arena & The Ranch Events Complex
Oak View Group —Loveland, CO
- $52,500 - $62,500 a year
- Weekends as needed
- Microsoft Excel
- Computer literacy
- Mid-level
- Health insurance
- Dental insurance
18h
Sales Manager - OEM Aeroderivative Gas Turbines
Woodward, Inc. —Fort Collins, CO
- $99,000 - $158,000 a year
- Full-time
- Mid-level
- 2 years
- Time management
- Paid parental leave
- AD&D insurance
Quick Apply
3d
Program Management Manager
AECOM —Fort Collins, CO
- $115,000 - $165,000 a year
- Full-time
- Remote
- Background check
- 8 years
- Mentoring
- AD&D insurance
- Employee stock purchase plan
4d
Sr. Account Manager, Commercial Insurance
FNIC —Loveland, CO
- $85,000 - $100,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- High school diploma or GED
- Health savings account
- Disability insurance
Counter Sales Representative
REXEL —Greeley, CO
- $18.15 - $22.70 an hour
- Full-time
- Ability to walk for extended periods
- Mid-level
- Office
- Commuter assistance
- Health savings account
Quick Apply
14d
Customer Account Manager
PRECISION MACHINED PRODUCTS —Fort Collins, CO
- Marketing
- ERP systems
- Mid-level
Quick Apply
Member Experience Lead
VASA Fitness —Greeley, CO
- $19.20 an hour
- Background check
- Mid-level
- Office
- Paid parental leave
- Paid holidays
Quick Apply
6d
Program Management Sr Manager
AECOM —Fort Collins, CO
- $130,000 - $160,000 a year
- Full-time
- Remote
- Background check
- Master's degree
- Mentoring
- AD&D insurance
- Employee stock purchase plan
14d

I want to receive the latest job alert for client relationship manager in greeley, co

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client relationship manager jobs near greeley, co

Senior Relationship Manager

Acorn Creek Capital
Fort Collins, CO

Quick Apply

Job Details

Full-time
$80,000 - $100,000 a year
4 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

client relationship manager jobs in greeley, co

Senior Relationship Manager

Key Private Bank Associate Relationship Manager

Referral Partnerships Manager

Client Success Manager

Customer Support Manager - Industrial

Physician Liaison

Business Insurance Agent (BIA)

Southwest District Sales Manager, Pest Management Division

Business Development Manager - Colorado

Account Manager

Specialty Account Manager

Employee Benefits Senior Account Manager - Northern Colorado

Manager of Partnerships & Premium Seating | Full-Time | Blue Arena & The Ranch Events Complex

Sales Manager - OEM Aeroderivative Gas Turbines

Program Management Manager

Sr. Account Manager, Commercial Insurance

Counter Sales Representative

Customer Account Manager

Member Experience Lead

Program Management Sr Manager

I want to receive the latest job alert for client relationship manager in greeley, co

Related Searches

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected