CPA Licensed Relationship ManagerVirtualVocations • Lakewood, Colorado, United States
CPA Licensed Relationship Manager
VirtualVocations • Lakewood, Colorado, United States
job_description.job_card.variable_days_ago
serp_jobs.job_preview.job_type
- serp_jobs.job_card.full_time
job_description.job_card.job_description
A company is looking for a Relationship Manager - Private Wealth & Tax Solutions.
Key Responsibilities
Develop, nurture, and manage relationships with Strategic Partners and their clients
Convert qualified leads into active Strategic Partners through consultative selling
Maintain and grow assigned client and Strategic Partner portfolios, focusing on retention and satisfaction
Required Qualifications
Minimum 7+ years in private wealth management, tax planning, or related advisory disciplines
CPA credential or significant accounting / tax background strongly preferred
Demonstrated success in business development with high-net-worth individuals and families
Experience with tax strategy development and wealth preservation
Proven track record of managing complex client relationships
serp_jobs.job_alerts.create_a_job
Relationship Manager • Lakewood, Colorado, United States
Job_description.internal_linking.related_jobs
This position is located at our Louisville, CO Century Dr.What's Important to You We know your career is just one aspect of a meaningful, complex, and demanding life.
That's why we designed our comp...serp_jobs.internal_linking.show_more
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...serp_jobs.internal_linking.show_more
Please note before applying for this position, you must hold an active license to treat in Physical Therapy in addition to any other degrees or certifications.
Cherrelyn Healthcare Center, a Stellar...serp_jobs.internal_linking.show_more A company is looking for a Retirement Plan Account Manager.Key Responsibilities Focus on client retention and satisfaction through relationship building Collaborate with internal partners to res...serp_jobs.internal_linking.show_more A company is looking for a Client Manager.Key Responsibilities Manage and maintain relationships with existing commercial insurance clients Review and analyze insurance policies to ensure approp...serp_jobs.internal_linking.show_more A company is looking for a Division Broking Leader - Commercial Lines.Key Responsibilities Lead placement strategy to achieve optimal outcomes for clients and prospective clients Drive competiti...serp_jobs.internal_linking.show_more A company is looking for a Relationship Manager - Private Wealth & Tax Solutions (Southwest Region).Key Responsibilities Develop, nurture, and manage relationships with Strategic Partners and the...serp_jobs.internal_linking.show_more 
For 40 years, Mercer Advisors has worked with families to help them amplify and simplify their financial lives.How? By integrating financial planning, investment management, tax, estate, insurance,...serp_jobs.internal_linking.show_more A company is looking for a Retirement Plan Account Manager.Key Responsibilities Develop and maintain client satisfaction to retain existing clients through relationship building Collaborate with...serp_jobs.internal_linking.show_more A company is looking for an Associate Relationship Manager to support the Small Business Lending Credit Team.Key Responsibilities Complete initial loan file review and enter data into the underwr...serp_jobs.internal_linking.show_more Senior Commercial Relationship Manager.This position is located at our Denver, CO Cherry Creek branch.What's Important to You We know your career is just one aspect of a meaningful, complex, and de...serp_jobs.internal_linking.show_more 
At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better.
Our mission is to help people lead healthier, more fulfilling lives...serp_jobs.internal_linking.show_more A company is looking for a Contract Sourcing Manager (Remote).Key Responsibilities Prepare, negotiate, and administer multiple contracts with key suppliers Conduct risk assessments of proposal / c...serp_jobs.internal_linking.show_more A company is looking for a Relationship Manager to oversee client and investor reporting infrastructure.Key Responsibilities Oversee the configuration, maintenance, and enhancement of reporting t...serp_jobs.internal_linking.show_more Denver Commercial Banking Position.This position is located at our Denver, CO Cherry Creek branch.What's Important to You We know your career is just one aspect of a meaningful, complex, and demand...serp_jobs.internal_linking.show_more 
Licensed Marriage and Family Therapist (LMFT).Wage : Between $90-$127 an hour.Licensed Marriage and Family Therapist — Are you ready to launch or expand your private practice? .Headway is here to he...serp_jobs.internal_linking.show_more Please note before applying for this position, you must hold an active license to treat in Occupational Therapy in addition to any other degrees or certifications.
The Licensed Occupational Therapis...serp_jobs.internal_linking.show_more 
No CDL needed / No commercial drivers license.DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by millions of customers every day....serp_jobs.internal_linking.show_more A company is looking for a Relationship Manager - Private Wealth & Tax Solutions.Key Responsibilities Develop, nurture, and manage relationships with Strategic Partners and their clients Convert...serp_jobs.internal_linking.show_more A company is looking for a Contract Sourcing Manager (Remote).Key Responsibilities Prepare, negotiate, and administer contracts with key suppliers Conduct risk assessments of proposal / contract t...serp_jobs.internal_linking.show_more
Commercial Relationship Manager III
First Interstate Bank • Boulder, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)
Data Annotation • Castle Rock, Colorado
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Physical Therapist
Cherrelyn Healthcare Center • Louviers, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
FINRA S6 Licensed Account Manager
VirtualVocations • Denver, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Pennsylvania Licensed Client Manager
VirtualVocations • Boulder, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Licensed Commercial Lines Broker
VirtualVocations • Boulder, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Texas Licensed Relationship Manager
VirtualVocations • Lakewood, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Senior Director, Client Relationship Expansion
Mercer Advisors • Denver, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_1_day • serp_jobs.job_card.promoted
Illinois Licensed Account Manager
VirtualVocations • Littleton, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Associate Relationship Manager
VirtualVocations • Littleton, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Senior Commercial Relationship Manager
First Interstate Bank • Denver, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Professional Counselor (Therapist) - Elbert, CO
LifeStance Health • Elbert, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Oregon Licensed Contract Manager
VirtualVocations • Aurora, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Client Relationship Manager
VirtualVocations • Boulder, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_30 • serp_jobs.job_card.promoted
Commercial Relationship Manager I
First Interstate Bank • Denver, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Marriage and Family Therapist
Headway • Aurora, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
Licensed Occupational Therapist
Cherrelyn Healthcare Center • Pine, CO, US
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_hours • serp_jobs.job_card.promoted • serp_jobs.job_card.new
Drive with Doordash - No CDL license needed
DoorDash • Elizabeth, CO, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
CPA Licensed Relationship Manager
VirtualVocations • Boulder, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted
California Licensed Contract Manager
VirtualVocations • Lakewood, Colorado, United States
serp_jobs.job_card.full_time
serp_jobs.last_updated.last_updated_variable_days • serp_jobs.job_card.promoted