Managing Partner, Wealth Advisor

Benefits

Parental leave

Not verified

Non-birth-parent leave

Not verified

Family-building benefits

• Fertility benefits: Not verified
• Adoption assistance: Offered From the posting source checked Jun 20, 2026
• Surrogacy assistance: Not verified

Mental health support

Offered From the posting source checked Jun 20, 2026

Relocation assistance

Not verified

Childcare support

Not verified

Learning budget

Offered From the posting source checked Jun 20, 2026

Verification

Not verified checked Jun 13, 2026

Salary

$110K-$173K From the posting source checked Jun 20, 2026

401(k) match

Reported from DOL Form 5500 industry filing (not employer-specific)

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Market context

U.S. role benchmark (BLS OEWS)

$106,409 U.S. median for this role

Projected growth (BLS Employment Projections)

+7.7% - Faster than average

33% above the BLS role benchmark for finance aggregate.

Matched to SOC 13-2011 - Finance aggregate by role bucket.

Source: U.S. Bureau of Labor Statistics, OEWS, May 2024 and Employment Projections, 2024-2034.

Role

Role function

Finance From the posting source checked Jun 20, 2026

Seniority

Mid From the posting source checked Jun 20, 2026

Schedule

Shift type

Not verified

Weekend work

Not verified

Company

Company stage

Public-company From the posting source checked Jun 20, 2026

Equity

Offered Verified - SEC 10-K source checked Jun 20, 2026

Application

Cover letter

Not verified

Assessment

Not verified

Deadline

Not stated

Where they hire

State eligibility is not yet verified.

About this role

Managing Partner, Wealth Advisor Denver CO Duties & Responsibilities Type of Role: Managing Partner, Advisory Practice Leadership Area of Responsibility and Purview: Directs all local wealth management practice activities for Private Wealth Management Role Specific Job Duties: Lead a team of Wealth Advisors Set the strategic direction and establish priorities of the local wealth advisor practice Develop, manage, and execute on the business plan for the advisor practice Establish KPI's for the practice that will allow the team to measure and monitor success Align resources in the practice with the business plan Manage practice performance, regularly updating the associate 9-box and develop specific professional development plans for each wealth advisor Continuously mentor wealth advisors on team, helping them adopt industry best practices Function Specific Job Duties: Responsible for managing the practice P&L Meet regularly with team to proactively understand trends, attrition risks, and opportunities with clients and prospects Execute on specific programs aimed to increase productivity of business development, client retention and engagement Chiefly responsible for the business development within the practice, including overseeing the overall new business pipeline in the practice Lead the development of centers of influence (both internal and external) as referral sources, and development of natural markets and key influencers Lead the wealth management services delivery to high value clients within the practice Coordinate the delivery of wealth, financial planning, investment, and estate planning advice for clients, leveraging dedicated financial planners, trust officers and portfolio managers within the practice Drive a growth oriented, entrepreneurial culture with

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