Production Manager Colorado Convention Center - Legends GlobalProduction ManagerDenver, CO$72,000–$76,000 / yearFull timePosition requires frequent walking, climbing stairs, standing on cement floors, turning, stooping, bending, crouching, kneeling, reaching, pushing and pulling; may be subject to adverse working conditions; dust, grime, noise, fumes, wet floors etc., including weather; may require use of an electric cart; may require tools and equipment operation that could cause personal harm or injury, if improperly handled; requires irregular and/or extended hours, including weekends, evening, and holidays, determined by event schedule and/or department need; requires radio usage – 2 way hand held. Preparing event outlines and summaries for back of house management of daily event activities/daily event payroll, coordination of production equipment, event billing, event staff scheduling and supervision of staff and other duties as required.
Sales/Project Manager Rasmussen Mechanical ServicesSales/Project ManagerCentennial, COFull timeThe Sales / Project Manager collaborates closely with field teams, internal departments, and customers to deliver high-quality results while supporting RMS growth objectives. This role represents Rasmussen Mechanical Services as a trusted partner by combining strong project management discipline, technical understanding, and consultative sales skills.
FS Territory Development Manager - Compact Equipment 4Rivers Equipment LLCFS Territory Development Manager - Compact EquipmentColorado Springs, CO$60,000–$120,000 / yearFull timeIt ensures Foursight Solutions’ success by gaining new customers and promoting repeat business by consistently providing solutions to challenges our customers face day-to-day. Risk of exposure to chemicals such as steam cleaner soap, used oil, spent antifreeze, parts cleaning solvent, volatile hydrocarbons, battery acid.
NewFP&A Manager (R&D) JouléFP&A Manager (R&D)Denver, CO$107,000–$134,900 / yearServe as primary finance partner to R&D leadership, providing insights on investment, risk, speed-to-market, and cost management . System One, and its subsidiaries including Joulé and Mountain Ltd., are leaders in delivering outsourced services and workforce solutions across North America.
Business Development Manager Remedial Construction Services, L.PBusiness Development ManagerDurango, CO$120,000–$160,000 / yearAs the key “rain maker”, the Business Development Manager will work closely with project teams and business unit leaders to strengthen relationships with current clients and create growth opportunities that promote the brand and business. Identify and develop marketing strategies to capture new business and expand RECON’s market penetration by identifying trendsetter ideas through researching industry and related events, publications, and building key partnerships within the industry.
NewTax Manager CIGTax ManagerEnglewood, COThis newly created role moves beyond compliance into strategic partnership - you'll bring rigor and structure to a complex tax environment while helping shape how tax informs real estate, investment, and philanthropic decisions. You'll work closely with the Manager of Finance, Chief Financial Officer, the accounting team, investment professionals, and external advisors - serving as the trusted internal expert on tax.
Business Development Manager 1BritcomBusiness Development ManagerDurango, CO$120,000–$160,000 / yearAs the key “rain maker”, the Business Development Manager will work closely with project teams and business unit leaders to strengthen relationships with current clients and create growth opportunities that promote the brand and business. Identify and develop marketing strategies to capture new business and expand RECON’s market penetration by identifying trendsetter ideas through researching industry and related events, publications, and building key partnerships within the industry.
EHS CHILD CARE PARTNERSHIP SPECIALIST CIGEHS CHILD CARE PARTNERSHIP SPECIALISTEnglewood, CO$51,000–$53,000Full timeYou'll take on meaningful responsibility from the start, managing compliance and planning across a complex, multi-entity structure and partnering directly with senior leadership, while working alongside a deeply experienced colleague in a collaborative, well-run function. Join a well-resourced, long-term-minded organization and work alongside experienced colleagues, with a real voice in how we plan and structure — on a hybrid schedule.
NewArea Manager Anheuser-BuschArea ManagerWindsor, COFrom our longstanding efforts to support American farmers, military, veterans, and first responders, to emergency drinking water donations and responsible drinking programs, we are guided by our commitment to the communities we call home and the 65,000 hardworking Americans who bring our beer to life. We are home to the nation’s most iconic beer and beyond beer brands, including Michelob ULTRA – America’s #1 top-selling beer – as well as Busch Light, Budweiser, Bud Light, Stella Artois, Cutwater Spirits, and industry-leading craft brands.
NewProperty Accountant (Commercial) JobotProperty Accountant (Commercial)Denver, CO$70,000–$80,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Senior Manager, Investment Management, NA Vantage Data CentersSenior Manager, Investment Management, NADenver, ColoradoThis role partners closely with cross‑functional stakeholders (e.g., Market Development, Energy, Construction, Sales/SE, Capital Markets, Corp Dev, Public Policy, Finance, Legal, and Operations) to validate assumptions, surface key risks/commitments, and frame executive‑ready decisions that protect returns and drive consistent capital outcomes. Developing and operating across North America, EMEA and Asia Pacific, Vantage has evolved data center design in innovative ways to deliver dramatic gains in reliability, efficiency and sustainability in flexible environments that can scale as quickly as the market demands.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCO$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Senior Manager, Investment Management Lightsource BP Renewable Energy Investments LtdSenior Manager, Investment ManagementDenver, CO$160,000–$180,000 / yearIn this role, you will provide critical financial modelling and analytical support across our U.S. renewable energy portfolio, working closely with Structured Finance, Asset Management, Finance, Power Marketing, Legal, and Engineering teams to drive portfolio performance and long-term value. Fully acquired by bp in 2024, Lightsource bp operates under a capital-light investment model - retaining management and equity interest in projects while leveraging third-party capital, including debt, tax equity, and structured equity financing, to fund our growing portfolio.
Investment Banking Manager Accenture PlcInvestment Banking ManagerDenver, COSynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.
Senior Manager, Investment Management, NA Vantage Data Centers Management Co LLCSenior Manager, Investment Management, NADenver, COThis role partners closely with cross‑functional stakeholders (e.g., Market Development, Energy, Construction, Sales/SE, Capital Markets, Corp Dev, Public Policy, Finance, Legal, and Operations) to validate assumptions, surface key risks/commitments, and frame executive‑ready decisions that protect returns and drive consistent capital outcomes. Developing and operating across North America, EMEA and Asia Pacific, Vantage has evolved data center design in innovative ways to deliver dramatic gains in reliability, efficiency and sustainability in flexible environments that can scale as quickly as the market demands.
Customer Experience Manager, Investment Accounts Robinhood Markets IncCustomer Experience Manager, Investment AccountsCO$110,500–$130,000 / yearAs a Customer Experience Manager, Investment Accounts you will lead a high-performing, customer-facing team and play a vital role in coaching, developing, and inspiring team members. The Customer Experience team's mission is to provide exceptional client support across complex financial topics like stock trading, corporate actions, and market mechanics.
NewManager, Investment Data and Business Analysis Colorado Public Employees Retirement AssociationManager, Investment Data and Business AnalysisDenver, CO$170,000–$190,000 / yearThis role manages a team of Investment Data Stewards and Investment Business Analysts responsible for ensuring investment data is accurate, timely, governed, and effectively used across investment systems, reporting platforms, and operational processes. This position serves as a key liaison between Investments, Information Technology, enterprise shared services, and external vendors, helping translate business needs into actionable requirements, support models, data controls, and process improvements.
BMO Investment Services - Regional Administrative Manager Bank of MontrealBMO Investment Services - Regional Administrative ManagerDenver, CO$69,000–$127,800 / yearProvides administrative/operational support including financial and transactional processing and reporting, account processing and documentation, compliance processing, and other related activities; ensures proper documentation and administration of decisions. Follows through on risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensure an effectively run function.
Consulting Manager, Asset Investment Planning Black & Veatch Holding CoConsulting Manager, Asset Investment PlanningDenver, CO$125,055–$208,845 / yearRecognized by Glassdoor as a 2023 Top 100 place to work and winner of the Newsweek's 2023 America's Greatest Workplaces for Diversity, Black & Veatch allows you to lend your talent and perspective to humanity's biggest challenges in a flexible environment where you are empowered to grow and explore new possibilities. Black & Veatch's Infrastructure Advisory Business provides a portfolio of solutions focused on the asset lifecycle, including Asset Management & Operations & Maintenance, Infrastructure Technology, Cybersecurity Solutions, Planning and Transactions.
Investment Accountant III Pinnacol AssuranceInvestment Accountant IIIDenver, CO$87,600–$105,900 / yearThis role operates with a high degree of independence, handling reconciliations and statutory reporting requirements for portfolio including Fixed Income, Equities, and Alternative Investments. Pinnacol Assurance does just one thing, and does it better than anyone: provide caring workers’ compensation protection to Colorado employers and employees.
Senior Consultant, Industry Solutions, Investment Management - Aladdin Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - AladdinCO$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
Senior Investment Consultant Marsh & McLennan Companies IncSenior Investment ConsultantDenver, CO$122,400–$244,800 / yearAs an Investment Consultant, you will advise institutional clients-both defined benefit and defined contribution-on investment objectives, policy, asset allocation, manager selection, and ongoing monitoring to optimize risk/return and meet fiduciary obligations. Mercer is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries.
Associate, Investment Adviser Compliance | Denver Hybrid PINE Advisor SolutionsAssociate, Investment Adviser Compliance | Denver HybridDenver, ColoradoDemonstrated experience with compliance and regulatory matters affecting the operations and governance of investment advisers, pooled investment vehicles and registered mutual funds is a plus . PINE Advisor Solutions ("PINE") is a dynamic and growing organization that provides institutional-quality outsourced solutions for funds and investment managers.
Defined Contribution Investment Director The PNC Financial Services Group IncDefined Contribution Investment DirectorDenver, CO$80,000–$241,800 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Associate Director, Investment Adviser Compliance PINE Advisor SolutionsAssociate Director, Investment Adviser ComplianceDenver, ColoradoIn this role, you will work closely with senior team members to deliver regulatory and compliance support, including managing key components of client compliance programs, supporting regulatory filings, and assisting with examinations. This individual will support and advise PINE’s investment adviser clients by assisting in the oversight and execution of compliance programs for registered investment advisers, registered funds, and private funds.
Deputy Chief Investment Officer Colorado Public Employees Retirement AssociationDeputy Chief Investment OfficerDenver, CO$335,000–$415,000 / yearThis role partners closely with the Chief Investment Officer to implement total fund strategy, with primary responsibility for driving strategy execution within private markets, ensuring strong investment outcomes, disciplined portfolio governance and construction, and effective integration with the broader total fund. The strongest candidates will combine technical credibility across private equity, real estate, and alternatives with sound leadership instincts, a commitment to integrity and accountability, and the ability to build trusted relationships with colleagues, investment partners, consultants, and Board stakeholders.
NewReal Estate Investment Accountant Accenture PlcReal Estate Investment AccountantDenver, COThe team's specific responsibilities include reconciliation of transactional data from various sub ledgers Clearwater, Investran, and LMS to the general ledger and ultimately the client s financial statements as well as all related external reporting for investments 10Q K, Financial Supplement, STAT Audited Financials and Investment NAIC reporting. Key Responsibilities: Manage the accounting processes related to the monthly and quarterly accounting close to ensure accuracy of invested assets data specifically work on real estate funds and review property financials.
Investment Data Product Owner Janus Henderson InvestorsInvestment Data Product OwnerDenver, CO$140,000–$150,000 / yearFor Enterprise projects, collaborate with Business Readiness colleagues to ensure core readiness activities are delivered in line with our readiness framework (e.g., develop and implement training and communications that allow stakeholders to better understand the products and associated changes, ensure production readiness criteria is met). + Ownership of Outcomes Clear accountability for high‑quality, governed investment data, including working with engineering, stewards, architecture, and multiple delivery partners to support decision‑making and regulatory/compliance needs.
Investment & Planning Specialist Northwestern Mutual - DenverInvestment & Planning SpecialistDenver, COFull timePassage Wealth Partners is a full-service financial advisory practice specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. The right candidate is equally comfortable analyzing portfolios and sitting at the table with clients, translating complex investment decisions into clear, actionable advice.
Investment Accounting Reconciliations Analyst Janus Henderson InvestorsInvestment Accounting Reconciliations AnalystDenver, CO$69,000–$74,000 / yearThe Analyst works closely with internal teams and external service providers to investigate and resolve reconciliation breaks, supporting front‑office decision‑making, operational risk management, and regulatory compliance. The role focuses on ensuring the accuracy, integrity, and timeliness of Investment Book of Record (IBOR) data, alignment with Performance Book of Record (PBOR) and ABOR, and accurate client market values.
Investment Accounting Reconciliations Analyst Janus Henderson Group PlcInvestment Accounting Reconciliations AnalystDenver, CO$69,000–$74,000 / yearThe Analyst works closely with internal teams and external service providers to investigate and resolve reconciliation breaks, supporting front‑office decision‑making, operational risk management, and regulatory compliance. The role focuses on ensuring the accuracy, integrity, and timeliness of Investment Book of Record (IBOR) data, alignment with Performance Book of Record (PBOR) and ABOR, and accurate client market values.
Investment & Planning Specialist - Northwestern Mutual DenverInvestment & Planning Specialist - Northwestern MutualDenver, ColoradoPassage Wealth Partners is a full-service financial advisory practice specializing in wealth management and accumulation, risk management, retirement planning, tax-efficient savings strategies, and estate planning. The right candidate is equally comfortable analyzing portfolios and sitting at the table with clients, translating complex investment decisions into clear, actionable advice.
Vice President of Property & Investment Accounting Sage Hospitality Resources LLCVice President of Property & Investment AccountingDenver, CO$150,000–$190,000 / yearThe Vice President of Property & Investment Accounting is an enterprise accounting leader responsible for the integrity, execution, and strategic oversight of accounting and financial reporting across Sage Hospitality Groups investment entities, hotels, restaurants, and shared services platform. The VP serves as a key business partner to executive leadership, ownership groups, lenders, and external advisors, delivering accurate financial reporting, strong internal controls, and actionable insights to support a dynamic, growth-oriented hospitality platform.
NewSenior Investment Leader, Private Equity Health & Life Partners Group AGSenior Investment Leader, Private Equity Health & LifeDenver, COThis role will leverage your deep expertise in healthcare growth investing to identify transformative healthcare opportunities (pharma services, healthcare delivery, specialty pharma, healthcare IT, life sciences tools, and med tech), lead due diligence and build trust with management teams and founders. Develop and implement a proactive, thematic sourcing strategy focused on identifying transformative healthcare opportunities (pharma services, healthcare delivery, specialty pharma, healthcare IT, life sciences tools, and med tech) within Series B+ with check sizes ranging from $30M to $200M.
Vice President of Property & Investment Accounting Sage HospitalityVice President of Property & Investment AccountingDenver, Colorado$150,000–$190,000 / yearFull timeJob Overview: The Vice President of Property & Investment Accounting is an enterprise accounting leader responsible for the integrity, execution, and strategic oversight of accounting and financial reporting across Sage Hospitality Group’s investment entities, hotels, restaurants, and shared services platform. The VP serves as a key business partner to executive leadership, ownership groups, lenders, and external advisors, delivering accurate financial reporting, strong internal controls, and actionable insights to support a dynamic, growth-oriented hospitality platform.
Senior Investment Leader, Private Equity Health & Life Growth Partners Group Holding AGSenior Investment Leader, Private Equity Health & Life GrowthBroomfield, COThis role will leverage your deep expertise in healthcare growth investing to identify transformative healthcare opportunities (pharma services, healthcare delivery, specialty pharma, healthcare IT, life sciences tools, and med tech), lead due diligence and build trust with management teams and founders. Develop and implement a proactive, thematic sourcing strategy focused on identifying transformative healthcare opportunities (pharma services, healthcare delivery, specialty pharma, healthcare IT, life sciences tools, and med tech) within Series B+ with check sizes ranging from $30M to $200M.
Vice President, Investments & Portfolio Management RclcoVice President, Investments & Portfolio ManagementDenver, ColoradoRemoteUnderwriting new investments on behalf of institutional investors (comprising over $50 billion in invested real estate equity) across multiple property types and locations, including the review of cash flow assumptions, pricing, fees, and preparation of discounted cash flow models including complex waterfall fee structures; Analyzing investment opportunities in operating companies, separate accounts, programmatic joint venture, and funds; Evaluating potential investment partners based on track records, strategies, pipelines, financial and operating structures, and management interviews; Research and develop knowledge of industry trends and participants; Reviewing existing assets, including investment performance reporting, hold/sell analyses, budget reviews, capital plans, restructuring analyses, and appraisal reviews; and . Bachelor’s degree in real estate, finance, economics, or with a demonstrated interest in quantitative analysis in the real estate industry; Work experience requiring quantitative analysis, either through multiple internships or working in the private/public sector; Proficiency in Microsoft Office applications including Word and PowerPoint, and particularly in the use of Excel for financial modeling and analysis; Excellent written and verbal communication skills; Demonstrated knowledge of commercial real estate underwriting and valuation; Ability to structure quantitative and qualitative problem-solving approaches, and attention to detail and accuracy; Experience managing junior team members on projects; Experience and ability to manage multiple projects at any given time under various time frames and constraints; and.
Director of Investment Adviser Compliance PINE Advisor SolutionsDirector of Investment Adviser ComplianceDenver, ColoradoRemoteThis is a high-impact, client-facing leadership role ideal for an experienced compliance professional who thrives on building relationships, solving complex regulatory challenges, and leading engagements across a dynamic client base. The Director will support and advise PINE’s investment adviser clients by overseeing compliance programs for registered investment advisers, registered funds, and private funds.
PWM Investment Analyst U.S. BancorpPWM Investment AnalystDenver, CO$75,820–$89,200 / yearWill be responsible for retention, development and growth of high net worth relationships by creating prospecting strategies and research, pipeline management, and identifying new business opportunities that may be acted on with the general oversight of an Advisor. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewAlternative Investment Senior Risk Specialist The Charles Schwab CorpAlternative Investment Senior Risk SpecialistLone Tree, COAlternative Investments at Schwab are non-publicly traded assets such as hedge funds, hedge funds of funds, offshore funds, private limited partnerships, limited liability companies, private common stock, commodity pools, and non-traded 1933 Act registered REITs. Charles Schwab's Alternative Investment Custody Services (AICS) Asset Acceptance Team is on the forefront of assisting internal business partners with all inquiries related to onboarding new alternative investments including but not limited to risk prevention, processing, and education of policies and procedures related to alternative investments.
Senior Investment Associate Avanta Development Group LLCSenior Investment AssociateDenver, CO$120,000–$150,000 / yearPart timeThe Senior Associate leverages experience with Build-to-Rent (BTR) and multifamily assets, operating platforms, portfolio recapitalizations, and capital markets activity, while actively applying AI-driven tools and workflows to enhance investment analysis and decision-making capabilities. Builds and maintains comprehensive, complex financial models for potential high-priority or sophisticated acquisitions, development projects, redevelopments, joint ventures, and other investment structures, including mezzanine financing, preferred equity, and co-GP arrangements.
Financial Advisor Associate Investments & Portfolio Analyst Stifel Financial CorpFinancial Advisor Associate Investments & Portfolio AnalystDenver, COStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. The Financial Advisor Associate Investments & Portfolio Analyst works closely with a Financial Advisor (FA) to deliver comprehensive, client-centric investment solutions while providing analytical support in portfolio construction, monitoring, and financial planning.
Data Import Specialist (Investment Finance) (remote) FinFolioData Import Specialist (Investment Finance) (remote)Colorado, ColoradoRemoteDownload files daily (M-F excluding stock market holidays) file downloads from financial custodians using websites, FTP servers and various software. FinFolio is the back office for large investment advisors and you will help us support our mission critical software.
Investment Banking Real Estate Associate - Special District Group Piper Sandler & Co.Investment Banking Real Estate Associate - Special District GroupDenver, ColoradoThe ideal candidate enjoys working in a fast-paced and dynamic environment; possesses the ability to navigate multiple projects, priorities, and deadlines with strong organizational skills; and displays a professional demeanor and appropriacy to interact with senior partners, clients, and colleagues. The Special District Group (SDG) is a team in Piper Sandler’s Public Finance practice that is dedicated to raising capital for public infrastructure to support large-scale real estate development or redevelopment projects.
Senior Investment Associate Hunt Companies IncSenior Investment AssociateDenver, CO$120,000–$150,000 / yearThe Senior Associate leverages experience with Build-to-Rent (BTR) and multifamily assets, operating platforms, portfolio recapitalizations, and capital markets activity, while actively applying AI-driven tools and workflows to enhance investment analysis and decision-making capabilities. Builds and maintains comprehensive, complex financial models for potential high-priority or sophisticated acquisitions, development projects, redevelopments, joint ventures, and other investment structures, including mezzanine financing, preferred equity, and co-GP arrangements.
Investment Banking Associate: Gaming GLC Advisors & Co.Investment Banking Associate: GamingDenver, ColoradoGLC’s partners and senior bankers collectively have advised on 900+ completed transactions totaling more than $800 billion in aggregate transaction value, with prior experience at the world’s most selective bulge-bracket and elite boutique investment banks. The Gaming practice advises across the full interactive entertainment and gaming ecosystem, including gaming technology and software, payments and infrastructure, land-based gaming and entertainment, iGaming, sports betting, and lodging.
Investment Banking Associate: Technology GLC Advisors & Co.Investment Banking Associate: TechnologyDenver, ColoradoGLC’s partners and senior bankers collectively have advised on 900+ completed transactions totaling more than $800 billion in aggregate transaction value, with prior experience at the world’s most selective bulge-bracket and elite boutique investment banks. Associates work in small deal teams with direct exposure to senior bankers and clients and are expected to assume meaningful responsibility across all phases of transaction execution.
Director, Investment Sales Marcus & Millichap IncDirector, Investment SalesDenver, COFounded in 1971, Marcus & Millichap (NYSE: MMI) is a premier commercial real estate brokerage firm specializing in investment sales, financing, research, and advisory services. Compensation is derived solely from commissions earned on successfully completed transactions and may vary based on individual performance, transaction volume, and prevailing market conditions.
Wealth Advisor, Investments Centura Wealth AdvisoryWealth Advisor, InvestmentsCentennial, COThe Wealth Advisor, Investments serves as the investment lead within the Diamond Team, responsible for driving Assets Under Management (AUM) growth, portfolio strategy, and ongoing investment management for High Net Worth (HNW) and Ultra-High Net Worth (UHNW) clients. Analyze current and prospective client portfolios to identify gaps, risks, and opportunities; develop customized, tax-aware investment strategies aligned with client goals, liquidity needs, and risk tolerance.
Senior Portfolio Manager Bank of MontrealSenior Portfolio ManagerDenver, CO$74,000–$138,000 / yearProvides administrative support to team members and relationship managers that includes regular communication with clients, investigating and responding to customer inquiries, preparing customized client reports, implementing portfolio re-optimizations, and verifying performance measurement reports. Builds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation and sustainment of initiatives.