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Private Client Manager Jobs in Colorado (NOW HIRING)

KeyBank

Private Client Advisor

Thornton, CO · On-site

Location: 12801 Colorado Boulevard - Thornton, Colorado 80241 Job Summary The Private Client ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...

Keybank

Private Client Advisor

Thornton, CO · On-site

Location: 12801 Colorado Boulevard - Thornton, Colorado 80241 Job Summary The Private Client ... Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and ...

Keybank

Private Client Banker

Colorado Springs, CO · On-site

$25 - $38.46/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...

KeyBank

Private Client Banker

Colorado Springs, CO · On-site

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...

Marsh McLennan

Private Client Advisor (Remote)

Denver, CO · On-site

$52K - $98K/yr

As our Private Client Advisor on the Client Advisory team, you'll be diving into client exposures ... You'll gather important information about their risk management needs and financial loss tolerance ...

Keybank

Licensed Private Client Banker

Denver, CO · On-site

$24.52 - $37.50/hr

The Private Client Banker (PCB) is part of the Key Private Client Program and will focus on the ... Work on Saturdays as directed by management. * Performs other duties as assigned; duties ...

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Private Client Manager information

What is a private client manager?

A Private Client Manager is a financial professional who works closely with high-net-worth individuals to manage their personal wealth, investments, and financial planning. They provide tailored advice on a variety of financial products and services, including investment management, estate planning, tax strategies, and lending solutions. Private Client Managers typically work for banks, wealth management firms, or financial institutions, acting as the main point of contact for their clients’ financial needs. Their role requires strong relationship-building skills and a deep understanding of financial markets and products.

How does a private client manager typically collaborate with other departments to meet client needs?

Private Client Managers often work closely with teams such as investment advisors, tax specialists, legal advisors, and operations staff to provide comprehensive solutions tailored to clients' financial goals. Collaboration usually involves regular meetings to discuss client strategies, coordinate account management tasks, and ensure compliance with regulatory standards. This cross-functional teamwork helps ensure that clients receive a seamless, high-quality service experience while accessing a broad range of financial expertise. Effective communication and relationship-building are essential for success in this collaborative environment.

What are the key skills and qualifications needed to thrive as a private client manager, and why are they important?

To thrive as a Private Client Manager, you need strong financial acumen, wealth management expertise, and typically a degree in finance or business, often complemented by relevant certifications such as CFP or CFA. Familiarity with portfolio management software, CRM systems, and financial planning tools is essential. Outstanding interpersonal skills, discretion, and proactive problem-solving set top performers apart in this client-focused role. These skills and qualities are crucial for building trust, delivering tailored financial solutions, and retaining high-net-worth clients.

What is the difference between Private Client Manager vs Wealth Advisor?

AspectPrivate Client ManagerWealth Advisor
CredentialsCertifications like CFP, CFA often preferredCFP, CFA, or similar certifications common
Work EnvironmentPrivate banks, wealth management firms, high-net-worth client settingsFinancial advisory firms, banks, independent practice
Employer & Industry UsageUsed in private banking and wealth management sectorsCommon across financial planning and investment advisory sectors
Search & Comparison IntentOften compared for client relationship and portfolio management rolesCompared for holistic financial planning and investment advice

While both roles serve high-net-worth clients, a Private Client Manager primarily focuses on managing client relationships and tailored banking services, whereas a Wealth Advisor provides comprehensive financial planning and investment strategies. The roles often overlap but differ in scope and focus within the wealth management industry.

What cities in Colorado are hiring for Private Client Manager jobs?

Cities in Colorado with the most Private Client Manager job openings:

Infographic showing various Private Client Manager job openings in Colorado as of August 2026, with employment types broken down into 1% As Needed, 85% Full Time, 13% Part Time, and 1% Contract. Highlights an 93% Physical, 3% Hybrid, and 4% Remote job distribution.

Associate Client Manager - Private Client Group

Centennial, CO • On-site

CHERRY CREEK INSURANCE AGENCY, Inc.
Insurance Services • 51 - 200 employees
Learn more about CHERRY CREEK INSURANCE AGENCY, Inc.external

$21 - $34/hr

Other

Re-posted 4 days ago

Job description

Job Title: Associate Client Manager
Department: Private Client Practice Area
Reports To: Senior Client Manager - Team Lead
FLSA Status: Non-Exempt
POSITION SUMMARY: The Associate Client Manager, a client interacting position, supports Advisors, Client Executives, Client Managers, and the client by completing various tasks common in day-to-day Personal Lines insurance servicing. Prompt, accurate and professional handling of requests, both internally and directly for the client will ensure clients receive the best possible experience.
Key Responsibilities:
  • Oversee the daily download and resolve download suspense items.
  • Initiate and track policy changes from carriers; update client records in Epic and ensure timely follow up.
  • Retrieve and organize documents from carrier website and attach to the appropriate client within Epic.
  • Issue and distribute certificates of insurance and auto ID cards.
  • Request MVRs, CLUE reports and loss history from vendor websites or insurance carriers.
  • Prepare and validate renewal reviews for accuracy and completeness.
  • Manage direct bill cancellation notices, confirm payment status, and escalate as needed.
  • Maintain proactive communication with clients, teammates, and carrier partners.
  • Serve as a primary contact for all routine client inquiries, policy updates, and claim support.
  • Process incoming mail; resolve direct bill issues, including mortgagee updates.
  • Assist in preparing proposals and program analyses.
  • Prepare lost policy releases, obtain signatures from client, send to carrier, and follow up for cancellation endorsement.
  • Distribute policies to clients as needed.
  • Maintain accurate client data in Epic.
  • Participate in ongoing training and stay informed of industry developments.
  • Attend and participate in department meetings as well as other meetings as directed.
  • Additional duties as assigned.
QUALIFICATIONS:
  • Proactive participation in continuing education classes.
  • 1-2 years of industry experience in a similar position beneficial, but experience not required.
  • Strong written, presentation, interpersonal, organizational, time management, and oral communication skills.
  • Strong sense of urgency, attention to detail and follow-thru, results-oriented nature, ability to multi-task, ability to work at a fast pace, and ability to prioritize frequently throughout the day.
  • Proficient in the use of Microsoft Word, Excel, Outlook and PowerPoint.
  • Ability to make decisions that are limited to a few options with minimal room for discretion.
  • Ability to solve problems that are relatively simple in nature, requiring some analysis or research to determine the best solution from a limited number of prescribed options.
  • Proficient in technology and the use of data management software, including ability to organize and sort through data presented in various forms. Accurate entry of data and supporting documentation into the software a must.
  • Willingness to take on additional responsibility as the need arises.
COMPENSATION INFORMATION:
  • Pay Range: $21-34/hr (dependent ono experience and/or qualifications)
  • Total Compensation = Pay + Performance + Benefits

KEY SUPERVISORY RESPONSIBILITY: This position does not have any supervisory responsibilities.
PHYSICAL DEMANDS: This position primarily operates in a professional office environment. The employee is regularly required to sit or stand for extended periods, use hands to operate a computer, keyboard and other office equipment. The role requires clear verbal and written communication, including use of the telephone, email, and other collaboration tools. Periodic standing, walking, and light lifting or carrying of materials (generally up to 10 pounds) may be required. Reasonable accommodations may be provided to enable individuals with disabilities to perform the essential functions of the job.

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