Client Associate & Operations Manager jobs in United States
cer-icon
Apply on Employer Site
company-logo

Synergy Capital of Colorado ยท 3 days ago

Client Associate & Operations Manager

positionFort Collins, CO
timeFull-time
remoteOnsite
seniorityMid, Senior Level
money$60K/yr - $70K/yr

Synergy Capital of Colorado is building a fiduciary-first advisory firm in public finance. They are seeking an experienced industry professional to own core operational execution and work closely with leadership, with opportunities for broader operational leadership as the firm scales.

Financial Services

Responsibilities

Own core operational execution
Work closely with leadership
Have room to grow into broader operational leadership as the firm scales

Qualification

RIA experienceBroker-dealer experienceAdvisory workflowsClient operationsLeadership collaboration

Required

prior experience working at an RIA or broker dealer
hands-on familiarity with advisory workflows and client operations
not an entry-level position

Benefits

Performance bonus

Company

Synergy Capital of Colorado

twitter
company-logo
Synergy Capital of Colorado LLC is a Colorado-based, SEC-registered investment advisory firm serving towns, special districts, and successful business owners.
dateFounded in 2024
location
Fort Collins, CO, US
people-size2-10 employees
web-link
https://synergy-colorado.com/

Funding

Current Stage
Early Stage
Company data provided by crunchbase