Top 193 Senior 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
Employee Benefits Account Specialist
HRx Services —Loveland, CO
- $60,000 - $67,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- HIPAA
- Vision insurance
7d
Territory Sales Manager-Battery Monitoring Solutions
Parameter —Fort Collins, CO
- $100,000 - $125,000 a year
- Full-time
- Hybrid work
- 5 years
- Data analysis skills
- Analysis skills
- Health savings account
- Health insurance
Quick Apply
16h
Wealth Management Relationship Manager
Acorn Creek Capital —Fort Collins, CO
- $60,000 - $100,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Profit sharing
- Health savings account
Quick Apply
Senior Brand Manager
Pilgrim's —Greeley, CO
- $140,000 - $160,000 a year
- Full-time
- Marketing
- Office
- Bachelor's degree
- Dental insurance
- Paid time off
Human Resources Manager
PROFESSIONAL FINANCE CO INC —Greeley, CO
- $70,000 - $90,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
- 401(k)
Quick Apply
6d
HR Partner, Human Resources, AMZL
Amazon.com Services LLC —Loveland, CO
- $58,700 - $89,800 a year
- Full-time
- Microsoft Outlook
- Mid-level
- Bachelor's degree
- AD&D insurance
- Health insurance
Project Manager I/II - HPG
City of Greeley —Greeley, CO
- $66,880 - $117,341 a year
- Full-time
- Pass drug screening
- Research
- Office
- Health insurance
7d
Surveyor
Adolfson & Peterson Construction —Johnstown, CO
- $78,000 - $124,000 a year
- Full-time
- Construction site
- Inventory management
- Mid-level
- Health savings account
- Paid holidays
Senior Plant Manager
Beckman Coulter Life Sciences —Loveland, CO
- $175,000 - $200,000 a year
- Full-time
- Clean driving record
- 11+ years
- Master's degree
- Health insurance
- Dental insurance
DoD SkillBridge: Warehouse Manager
US Foods, Inc. —Loveland, CO
- $65,000 - $105,000 a year
- Full-time
- Military
- Computer literacy
- Mid-level
1d
Senior Manager, Performance Marketing
Ziggi's Coffee —Mead, CO
- $120,000 - $150,000 a year
- Full-time
- Office
- 8 years
- Presentation skills
- Health insurance
- 401(k)
Quick Apply
DoD SkillBridge: Transportation Manager
US Foods, Inc. —Loveland, CO
- $65,000 - $105,000 a year
- Full-time
- Inventory control
- Military
- Computer literacy
1d
Programming and Engagement Librarian III
Clearview Library District —Severance, CO
- $78,744.08 - $96,461.50 a year
- Weekends as needed
- Background check
- Office
- 3 years
- Wellness program
- Health insurance
Quick Apply
12d
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
Assistant, Site Manager
Catholic Charities Archdiocese of Denver —Greeley, CO
- $22 - $24 an hour
- Microsoft Word
- Spanish
- Microsoft Excel
- 403(b) matching
- Paid holidays
Quick Apply
DoW Skillbridge - Senior Program Manager
Ursa Major —Berthoud, CO
- $125,000 - $160,000 a year
- Customer service
- Military
- 8 years
- Paid parental leave
- Health savings account
Merchandising Manager
Otter Products, LLC —Fort Collins, CO
- $90,000 - $110,000 a year
- Full-time
- Hybrid work
- Marketing
- Merchandising
- Mid-level
- Profit sharing
- Health savings account
Senior Project Manager - Northern Colorado
Gerald H. Phipps, Inc —Fort Collins, CO
- $139,000 - $175,000 a year
- Microsoft Excel
- Microsoft Outlook
- Construction site
- Health savings account
- AD&D insurance
Quick Apply
Senior Technical Recruiter
Advanced Energy Industries, Inc. —Fort Collins, CO
- $90,000 - $130,000 a year
- 8 hour shift
- 5 years
- Mid-level
- Office
- Paid parental leave
- Employee stock purchase plan

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senior 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

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

senior relationship manager jobs in greeley co

Senior Relationship Manager

Employee Benefits Account Specialist

Territory Sales Manager-Battery Monitoring Solutions

Wealth Management Relationship Manager

Senior Brand Manager

Human Resources Manager

HR Partner, Human Resources, AMZL

Project Manager I/II - HPG

Surveyor

Senior Plant Manager

DoD SkillBridge: Warehouse Manager

Senior Manager, Performance Marketing

DoD SkillBridge: Transportation Manager

Programming and Engagement Librarian III

Employee Benefits Senior Account Manager - Northern Colorado

Assistant, Site Manager

DoW Skillbridge - Senior Program Manager

Merchandising Manager

Senior Project Manager - Northern Colorado

Senior Technical Recruiter

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

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