This range is provided by The Well. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.
Base pay range
$80,000.00/yr - $100,000.00/yr
Additional compensation types
Annual Bonus
Comp: $80K–$100K all-in (salary + bonus) • 5% 401(k) match • Medical: 75% employee / 50% family coverage
We’re hiring a Relationship Manager on behalf of our client—a growing independent wealth management firm based in Denver. This is a client‑facing operations seat for someone who loves taking care of people and keeping details airtight.
What you’ll own
- Client service + follow-through (phone calls, requests, updates, and proactive communication)
- Money movement, distributions, and RMD processing
- Custodial workflow and paperwork (Schwab + Fidelity)
- Keeping the advisory team and clients covered when life happens (travel, meetings, urgent requests)
What we’re looking for
- Calm, even‑tempered approach (no drama creators)
- Comfort on the phone and genuine interest in building long‑term client relationships
- Detail‑driven follow‑through and pride in doing things the right way
- Interest in a long‑term home in operations/client service (not an advisor‑track role)
Nice‑to‑haves
- Schwab Advisor Center and/or Fidelity Wealthscape experience
- Orion and/or Redtail exposure
- Primarily in‑office in Denver with reasonable flexibility for weather/illness/urgent needs
Seniority level
Associate
Employment type
Full‑time
Job function
Sales and Finance
Benefits
- Medical insurance
- Vision insurance
- 401(k)