Posted: September 1, 2010
Jr. and Sr. Financial Relationship Managers
We are currently assisting a well established and growing high net-worth wealth management firm that is adding personnel to their Denver office. This firm is looking to add two polished, well spoken individuals who enjoy working within the financial world and genuinely want to work within a wonderful environment. Only candidates demonstrating the following criteria will be considered:
Jr. Relationship Manager - Requirements
This position will focus on the client relationship/client support of high net worth individuals. Candidates must have 3+ years of client relationship/client support experience in the financial services or wealth management industry. Direct client management experience including cash handling and asset management is required.
Sr. Relationship/Compliance Manager - Requirements
This position will hold a leadership, management and directional role within the organization and will focus on people and compliance management as well as setting and maintaining policies and procedures within the office. Candidates must demonstrate superior people management experience including coaching, recruiting and developing staff. Position will also focus on financial compliance, and only candidates with 3+ years of prior compliance experience will be considered. Series 7/63 and Series 9/10 licenses required (or must be obtained.)
Both positions require
*Bachelor’s degree required (preferably in Finance, Business Administration)
*An exceptional level of professionalism at all times
*Superior written and verbal communication skills
*Demonstrated longevity in prior work history
Salaries depend on experience; excellent benefits package
Click here to apply!
