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Engagement Operations Manager — Client & Agreements

Job in Boulder, Boulder County, Colorado, 80301, USA
Listing for: Pathstone
Full Time position
Listed on 2026-02-28
Job specializations:
  • Business
    Operations Manager
  • Management
    Operations Manager
Salary/Wage Range or Industry Benchmark: 80000 - 85000 USD Yearly USD 80000.00 85000.00 YEAR
Job Description & How to Apply Below
A wealth management firm based in Boulder, Colorado, seeks an Engagement Operations Manager to oversee and streamline client engagement agreements and onboarding processes. The ideal candidate will have 5+ years in operations, strong attention to detail, and experience with CRMs and document management. This position offers a competitive salary range of $80,000 - $85,000 and emphasizes collaboration across teams to enhance operational efficiency.

Comprehensive benefits are included.
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