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Private Client Manager Jobs in Colorado (NOW HIRING)

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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.

Director, Private Client Services

Denver, CO • On-site

First National Bank of Omaha
See more jobs at First National Bank of Omahaexternal

$124K - $211K/yr

Full-time

Medical, Dental, Vision, Retirement

Posted 18 days ago

Job description

At FNBO, our employees are the heart of our story-and we're committed to their success! Please see below the details of this career opportunity and how it fits into our organization's success.
Summary of the Job:
The UHNW Financial Advisor serves as a trusted advisor to ultra-affluent clients and prospects that want to build, grow and preserve wealth. The typical client will have Investible Assets of $5MM or greater with sophisticated and complex needs. Through a team led approach, the UHNW Advisor supports families and business owners in every life stage, to meet their banking, planning, and wealth preservation needs. The UHNW Financial Advisor works with a dedicated team of experts to help families identify and meet their financial goals and objectives. Advisors and Specialists will work as a team to review, identify and deliver holistic family needs. The objective is to provide personalized education, advice, guidance and solutions at the right time to improve the client's financial well-being.
About This Role:
Job Specific Responsibilities/Accountabilities:
Business Development
  • Drive new client acquisition through strategic networking, partnerships and referrals.
  • Develop and execute a business development plan to grow client base and expand existing relationships.
  • Participate in industry events, conferences, and thought leadership initiatives to raise profile and attract new business.
  • Leverage internal and external centers of influence to identify new UHNW prospects.
  • Maintain a robust pipeline of qualified leads and conduct regular follow-up to convert opportunities into long-term relationships.

Client Retention
  • Develop and maintain long-term trusted advisor relationships with UHNW clients through exceptional service, proactive communication and deep understanding of their financial needs.
  • Broaden the scope of client relationships through a focused and deep understanding of individual client needs while maintaining a commitment to fiduciary standard.
  • Engage with internal and external sources to support the needs of the client while delivering results aligned to the organizational goals and profitability objectives.
  • Ability to adapt to changing market conditions and circumstances

Client Centered Advisory Services
  • Provide personalized education, advice, guidance and solutions using an integrated delivery approach to include investment management, fiduciary advice, specialized asset management, full service financial planning, business succession planning, and credit and depository services.
  • Leverage specialty resources in a team led approach to deliver long term planning and investment solutions to clients that effectively manage and preserve their overall wealth.
  • Surround the client with a team of experts to help manage and preserve multi-generational wealth.
  • Interpret business challenges and recommend solutions the client may need today and in the future.
  • Transform the client's needs into relevant product and services offerings that exceed the client's expectations.
  • Partner with Trust, Planning and Investment teams to deliver holistic solutions.
  • Apply functional and technical knowledge to solve complex problems using sophisticated analytical thought to exercise judgment and identify innovative solutions.

Professional Standards
  • Exhibit professional behavior and promote positive working relationships throughout the organization.
  • Contribute to a collaborative culture that prioritizes client outcomes and team success.

Compliance
  • Understands and complies with bank policy, laws, FINRA / SEC regulations, and the bank's BSA/AML Program, as applicable.

The Ideal Candidate for This Role:
Bachelor's degree required (MBA preferred) with 10+ years of experience in Wealth Management.
Deep expertise in Wealth Management with significant experience in Investment Management, Trust, Estate Planning, or Business Succession Planning
Proven track record in business development and relationship management
Ability to provide Investment advice and guidance to clients with highly complex and sophisticated relationships.
Ability to work collaboratively and cohesively within a team environment.
Strong knowledge of the Finance industry and the local, state, national and global economy.
Exceptional listening skills to understand the client needs and deliver a comprehensive client solution.
Ability to communicate confidently with ultra-affluent clients and prospects demonstrating poise, conviction and executive presence while speaking.
Salary Range: $124,343.00 - $211,384.00 USD Annual
Candidates must possess unrestricted work authorization and not require future sponsorship.
Work Environment:
It is anticipated that the incumbent in this role will work onsite at the posted location. Our onsite environment fosters innovation, mentorship, and a vibrant culture where ideas flow freely and relationships flourish. As part of our team, you'll experience the energy of our collaborative spaces designed to support your professional growth while working alongside talented colleagues who inspire excellence daily. Please note that work location is subject to change based on business needs.
Compensation and Benefits Overview:
We offer a variety of benefits designed to keep you and your family physically and financially healthy. Not only do we offer a competitive salary and work-life balance, we offer benefits to match your needs:
  • Medical, Dental, Vision Insurance
  • 401k, With Matching Contributions
  • Time Off Programs
  • Health Savings Account (HSA)/Dependent Care
  • Employee Banking
  • Growth Opportunities
  • Tuition Assistance
  • Short-Term/Long-Term Disability Insurance

Learn more about FNBO benefits here: https://www.fnbo.com/careers/benefits/.
To obtain compensation and benefit information related to this specific role, e-mail FNBO at TAGAdmin@fnni.com. To ensure you receive a response, include the number of this job (listed below) in the subject line of your message.
Job number: R-20261493
Equal Opportunity & Belonging:
FNBO believes that the quality of our employee experience is at the heart of our customer experience. One key pillar of our intended employee experience is Belonging. Belonging means we are committed to fostering a workplace culture where employees of all backgrounds feel valued, recognized, and empowered to be their authentic selves-no matter their role or where they are in their journey.
Learn more here.
FNBO is an equal opportunity employer for all employees and applicants and makes employment decisions without regard to status or identity.
Click here to download 'EEO is The Law' Self-Print Poster
Click here to download 'EEO is The Law' Supplement for Federal Contractors
Click here to download 'EEO is The Law' GINA Supplement
FNBO is an Equal Opportunity/Affirmative Action/Veterans/Disability Employer - Member FDIC
FNBO follows federal law regarding the use of marijuana (this applies to all non-California applicants)
Application Deadline:
All our jobs will be posted for a minimum of 5 calendar days. Job postings may come down prior to 5 calendar days based on volume of applicants.

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