Vice President-Wealth Advisory

Our client is seeking a seasoned and strategic Vice President, Wealth Advisory to lead complex client relationships, drive business expansion, and shape the firm's advisory strategy. This individual will play a critical leadership role in delivering sophisticated wealth solutions, deepening client partnerships, and contributing to the continued growth and evolution of the firm. The ideal candidate brings a strong track record of business development, exceptional relationship management capabilities, and the ability to lead both clients and internal teams with credibility and insight.

About our Client:

They are a registered investment advisor (RIA) managing $3 billion in assets. They provide a range of wealth management services tailored to meet the unique needs of individuals, families, and select family offices. These services include:

• Investment Management: Customized, separate-account portfolios designed to preserve and grow wealth over the long term.
• Financial Planning: Holistic strategies that address every aspect of clients' financial lives, from retirement planning to estate considerations.
• Tax Strategies: Proactive planning to optimize tax efficiency and preserve wealth across generations.

Their Investment Philosophy

They employ a long-term, value-oriented approach to investing. They favor businesses with strong financial characteristics led by high-quality managers. Their focus spans a variety of industries, prioritizing companies with wide and growing moats and defensible market positions. They exercise a disciplined strategy rooted in fundamental analysis, seeking to acquire businesses at a discount to their intrinsic value that can compound earnings over time.

Responsibilities

• Lead and serve as the primary advisor for high-net-worth individuals, families, and family offices, providing comprehensive, strategic wealth management guidance.
• Drive new business generation through proactive relationship development, leveraging an established network, and identifying new market opportunities aligned with firm growth objectives.
• Oversee the design and execution of sophisticated investment strategies and integrated financial plans addressing complex client needs.
• Provide leadership and mentorship to advisory team members, fostering a high-performance, client-centric culture grounded in collaboration and accountability.
• Champion an elevated client experience by anticipating needs, proactively delivering value, and strengthening long-term partnerships.
• Partner with firm leadership on strategic initiatives, including enhancing the advisory platform, improving scalability, and driving operational excellence.
• Lead cross-functional collaboration on complex client engagements and firm-wide initiatives to increase efficiency and innovation.
• Oversee the full client lifecycle, including prospecting, onboarding, relationship management, and multi-generational wealth planning.
• Leverage advanced financial technology, data insights, and reporting tools to optimize decision-making and enhance client outcomes.
• Maintain and strengthen relationships with external partners—including custodians, tax advisors, and estate professionals—while remaining informed on industry developments and emerging strategies.

Qualifications

• Relevant certifications including Series 65, CFP, CFA, CPA, or advanced degree (MBA, JD).
• 5 years of progressive experience in wealth management, financial advisory, or related financial services, with demonstrated leadership and client ownership.
• Proven success in originating and managing high-value client relationships and contributing to business growth.
• Exceptional communication, interpersonal, and influencing skills with the ability to engage sophisticated clients and stakeholders.
• Strong business acumen and strategic thinking, with experience contributing to firm-level decision-making and initiatives.
• Advanced project management and organizational skills, with the ability to manage multiple complex priorities.
• Deep expertise in financial planning, investment strategy, and structuring solutions for high-net-worth clients.
• Proficiency in financial technology platforms including CRM, custodial, and portfolio management systems (Salesforce, Schwab, Fidelity).

Compensation and Benefits

• Salary: $150K-$250K
• Bonus Retirement Contribution
• 100% employee premium healthcare coverage.
• Continued learning reimbursement.
• The position is in-person Monday through Friday at their Denver office.