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  • Denver, CO, USA ● Req #811
    Thursday, January 19, 2023
    *This position is based out of our Denver, CO office but eligible for a hybrid remote schedule.Salary range: $53,000-$65,000 annually depending on experience.  JOB OVERVIEWThe Sales Operations Specialist provides operational and technical support to the Marketing and Sales departments. The Sales Operations Specialist duties include but are not limited to, lead distribution, data cleanup, reporting and data communication. Also supports the ongoing evolution of all sales and marketing tools used b ... More
  • Denver, CO, USA ● Req #744
    Tuesday, January 10, 2023
    This position is based out of our Denver, CO office but eligible for a hybrid remote schedule. Base Salary starting at $60,000 depending on experience.Job Summary:The Relationship Manager (RM) is the primary point of contact for registered investment advisors, broker-dealers, and investment representatives. The RM resolves issues with transactions, the Portfolio Management System, billing, reporting, etc. The RM on-boards and trains new advisors and reps on the Portfolio Management System and ot ... More