About this opportunity
The Well lists this Relationship Manager opportunity in denver, Colorado. Review the employer’s description below for duties, qualifications and application requirements.
Job description
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)
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Worksite address
denver, CO, 80285, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.