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Client manager Jobs in Boulder, CO

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Client manager • boulder co

Last updated: 3 days ago

Senior Client Development, Private Wealth

Lido Advisors, LLCBoulder, CO, United States
Full-time

Senior Client Development, Private Wealth.Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth.The Se...Show more

Store Manager

Panda Restaurant GroupBoulder, CO, US
Full-time

Are You Craving A Career With An Industry Leader?.Panda Express is searching for experienced leaders to join our store management team.Panda is 100% committed to the professional and personal devel...Show more

Store Manager

Palm Beach Tan - BoulderBoulder, CO, US
Full-time

We're all about tanning and wellness; are you?.Immediate positions available - apply now!.Base Pay + Commission + Bonus Opportunities!.Maintain store staff by interviewing, hiring, and developing e...Show more

J.P. Morgan Wealth Management – Private Client Advisor - Boulder, CO

JPMorgan Chase & Co.Boulder, CO, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Program Manager

MasTec IncLouisville, Colorado, United States
Full-time

The Program Manager will be responsible for leadership, development, implementation and management of specific core applications in the company.The position offers the option to work remotely.MasTe...Show more

Remote Client Support Representative - Travel

Lees Dream VacationsBoulder, CO, USA
Remote
Full-time
Quick Apply

We are seeking a Remote Client Support Representative – Travel to assist clients throughout their travel journey.In this fully remote role, you will serve as a key point of contact for travelers, p...Show more

Grooming Manager

Sparkle Grooming Co.Boulder, CO, US
Full-time
Quick Apply

Grooming Manager to lead one of our high-performing salon teams.This is a hands-on leadership role ideal for a confident groomer who takes pride in their craft and thrives in a team-driven environm...Show more

Assistant Manager

SonicSuperior, Colorado, US
Full-time

There are two kinds of people in this world: SONIC employees and those who wish they were SONIC employees.This elite group gets to work with awesome people, earn great pay, and sport the cool unifo...Show more

Client Educator

Serenity Mental Health CentersSuperior, CO, US
Full-time
Quick Apply

Ready to take your customer-facing experience and channel it into a role where your drive and results actually matter? At Serenity, we help clients understand and start life-changing programs — and...Show more

Tax Senior Manager, Private Client & Family Office Services

BDO USABoulder, CO, United States
Full-time

Tax Senior Manager, Private Client & Family Office Services.The Tax Senior Manager, Private Client & Family Office Services (PCS-FOS) acts as a leader within the PCS-FOS group.This position is task...Show more

J.P. Morgan Wealth Management Private Client Advisor - Boulder, CO

ChaseBoulder, CO, United States
Full-time

Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitmen...Show more

Tax Manager/Senior Manager

GpacBoulder, Colorado, United States
Full-time
Quick Apply

A reputable Public Accounting firm in the area is looking to add a .This stable and growing firm offers clients valuable knowledge and expertise in tax.Due to the recent growth of the firm, there i...Show more

Account Manager

AcrisureBoulder, CO, United States
Full-time

Acrisure's West Division began with a small group of agency partners joining together for the best interest of their clients and teams.Through collaboration and trust, they revealed the individual ...Show more

Director, Client Advisory

PathstoneBoulder, CO, United States
Full-time

Pathstone is a growing wealth management firm serving ultra-high net worth families, single family offices, foundations, and endowments.We are united by a clear purpose: to help clients pursue thei...Show more

Private Client Banker

KeyCorpBoulder, CO, United States
Full-time

Location: 1933 28th Street - Boulder, Colorado 80302.Job Summary Be a problem solver, trusted advisor, and partner to the people and businesses in our KeyBank communities.The Private Client Banker ...Show more

Client Services Associate

TransPerfectBoulder, CO, US
Full-time

Do you want to work for the global leader in the language services and technology industry? Are you interested in helping international brands/organizations find and implement solutions that allow ...Show more

Manager

ColoradoBoulder, Colorado, United States
Full-time +1

As part of the Subway® Team, you as a Manager will focus on eight main things: .Providing an excellent guest experience .Ensuring that great food is prepared & served.Keeping our restaurants functi...Show more

Shift Manager

Wendy'sBOULDER, CO, US
Full-time

As a Shift Manager you will be responsible for assisting the execution of daily operations activities.The following provides an overview of the basic responsibilities of a Shift Manager however, wi...Show more

Contracts Manager

GSI Service GroupBoulder, CO, United States
Full-time

This position will be responsible for all aspects of government and commercial contract management and administration (Client Facing), including ensuring compliance with all contract terms and cond...Show more

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Senior Client Development, Private Wealth

Senior Client Development, Private Wealth

Lido Advisors, LLCBoulder, CO, United States
29 days ago
Job type
  • Full-time
Job description

Senior Client Development, Private Wealth

Lido Advisors, LLC, an established and expanding wealth management firm, is looking to hire an experienced Senior Client Development, Private Wealth. The Senior Client Development, Private Wealth will be responsible for developing business for our private wealth group. Experience and knowledge of the wealth management industry are necessary for the success of this role.

Lido's clients will benefit from an in-house, comprehensive, and differentiated approach to wealth advisory services, including legacy and estate planning, tax advisory, bespoke alternative investments, and proprietary equity and fixed-income strategies. Lido offers a flexible work environment, supports personal and professional growth, and embraces a culture of supporting each other, our communities, and our clients.

Duties and Responsibilities

  • Network utilizing various channels to develop qualified potential clients
  • Coordinate with executive team to meet sales goals
  • Develop and implement proactive and digital campaigns to identify and prospect future clients
  • Build brand awareness
  • Market financial planning, investment strategy and products to prospective clients
  • Build a referral network and network with referral sources

Requirements

  • Bachelor's Degree
  • 8+ years in a high growth and dynamic sales environment
  • Experience in wealth management, financial advisory, or other financial services highly preferred
  • Proven ability to self-start, take initiative, and drive results
  • Excellent written and verbal communication skills
  • Ability to work both independently and within a team to achieve shared goals

We are an equal opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status, or any other class protected by federal, state or local law. In addition, we do not discriminate against qualified applicants with arrest or conviction records.

The successful candidate's starting pay will be determined based on job-related skills, experience, qualifications, work location, and market conditions. The range below is an estimate and may be modified in the future.

Salary Description $175,000 - $200,000