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Wealth Management Operations Manager Program / Project Manager Client Relationship Manager

Senior Client Services Director & Strategy Leader

Job in Denver, Denver County, Colorado, 80285, USA
Listing for: Walton Enterprises
Full Time position
Listed on 2026-01-10
Job specializations:
  • Management
    Wealth Management, Operations Manager, Program / Project Manager, Client Relationship Manager
Job Description & How to Apply Below
A family-led organization in the Denver area seeks an experienced Director of Client Services & Senior Advisor to lead its CSA team while managing high-profile client relationships. The ideal candidate will have over 20 years of experience in private client services, demonstrate excellent leadership and strategic thinking skills, and adapt quickly to evolving needs. This position offers a competitive compensation range and a comprehensive benefits package, emphasizing collaboration and support within the team environment.
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Position Requirements
10+ Years work experience
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