ZipRecruiter

Log In

1

Vice President Ria Jobs in Colorado (NOW HIRING)

Mercer Advisors

Client Development Associate

Denver, CO · On-site

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... The Client Development Associate works in partnership with the Regional Vice President and Wealth ...

Cresset Capital

ASSOCIATE, PRIVATE EQUITY

Denver, CO · On-site

$85K - $115K/yr

Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that ...

All JobsVice President Ria JobsVice President Ria Jobs in Colorado

Vice President Ria information

How does a Vice President at Ria typically collaborate with cross-functional teams to drive company objectives?

As a Vice President at Ria, you will regularly work with leaders and specialists from departments such as operations, compliance, technology, and business development. Collaboration often involves setting strategic priorities, aligning resources, and ensuring that all teams are moving towards shared organizational goals. Effective communication and the ability to coordinate projects across different time zones and cultures are crucial, given Ria's global presence. This role requires balancing high-level decision-making with hands-on involvement in cross-departmental initiatives to achieve growth and regulatory compliance.

What does a Vice President at Ria do?

A Vice President at Ria oversees major business units or functions, providing strategic leadership and ensuring operational excellence. Their responsibilities typically include developing and implementing business strategies, managing teams, and driving growth initiatives. They also play a key role in stakeholder management, compliance, and aligning company goals with market opportunities. Vice Presidents at Ria are expected to have a deep understanding of the financial services industry and contribute to the company’s overall success.

What is the difference between Vice President Ria vs Financial Director?

AspectVice President RiaFinancial Director
CredentialsTypically requires a bachelor's degree in finance, business, or related field; often an MBA or similar advanced degreeRequires a bachelor's degree in finance, accounting, or related; CPA or CFA certifications are common
Work EnvironmentExecutive leadership in financial services or fintech companies, involved in strategic planning and high-level decision makingOversees financial operations, budgeting, and reporting within organizations, often reporting to the CFO
Industry UsageCommonly used in fintech, banking, and financial services sectorsWidely used across industries with a focus on finance and accounting departments

The Vice President Ria typically holds a strategic leadership role focused on high-level decision making within financial services, while the Financial Director manages day-to-day financial operations and reporting. Both roles require strong financial credentials, but the VP Ria emphasizes strategic growth, whereas the Financial Director concentrates on financial management and compliance.

What are the key skills and qualifications needed to thrive as a Vice President at Ria, and why are they important?

To thrive as a Vice President at Ria, you need extensive experience in financial services or money transfer, strong leadership capabilities, and a relevant degree, often in business or finance. Familiarity with industry-specific compliance systems, data analytics tools, and CRM platforms is typically required. Exceptional strategic thinking, cross-cultural communication, and stakeholder management skills make a leader stand out in this global role. These competencies are crucial for driving business growth, ensuring regulatory compliance, and leading high-performing teams in a competitive, international environment.
What are popular job titles related to Vice President Ria jobs in Colorado? For Vice President Ria jobs in Colorado, the most frequently searched job titles are:
What job categories do people searching Vice President Ria jobs in Colorado look for? The top searched job categories for Vice President Ria jobs in Colorado are:
What cities in Colorado are hiring for Vice President Ria jobs? Cities in Colorado with the most Vice President Ria job openings:
Vice President Ria jobs near you
Infographic showing various Vice President Ria job openings in Colorado as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.
Associate Vice President, Channel (San Francisco, CA and Denver, CO)

Associate Vice President, Channel (San Francisco, CA and Denver, CO)

Mercer Advisors

Denver, CO • On-site, Remote

Full-time

Medical, Dental, Vision, Life, Retirement, PTO

Posted 9 hours ago

Mercer Advisors rating

8.9

Company rating: 8.9 out of 10

Based on 5 frontline employees who took The Breakroom Quiz

Job description

Why Work at Mercer Advisors?

For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team. We deliver the kind of comprehensive care once reserved for only the wealthiest households.

Today, we serve over 31,300 families across 90+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*

Mercer Advisors offers a workplace that stands apart in the financial industry. More than half of our employees and client-facing professionals are women, reflecting the clients we serve. With a flexible, national footprint, we build our teams around exceptional talent — wherever they are.

Join us and help families amplify and simplify their financial lives with confidence.

* Mercer Advisors was ranked #1 for RIA firms with up to $70 billion in assets. The Barron's top RIA ranking is based on a combination of metrics – including size, growth, service quality, technology, succession planning and others. No fee was paid for participation in the ranking, however, Mercer Advisors has paid a fee to Barron's to use the ranking in marketing. Please see important information about the ranking criteria methodology here.

Job Summary:

The Associate Vice President, Channel is a sales operations and capacity enablement role designed to increase Regional Vice President (RVP) capacity, improve speed-to-lead, increase conversion, and elevate the overall prospect experience. Deployed to support the market and managed centrally, this role focuses on sales execution support, operational rigor, and responsiveness. The AVP removes friction from the sales process so RVPs can spend more time selling, developing Financial Consultant (FC) and advisor partnerships, and advancing opportunities. This position is primarily an internal support role, with occasional external contact in support of RVP, FC, and advisor communications and follow-up. This role also serves as a potential career progression path to a Regional Vice President position for high-performing individuals.

Key Responsibilities:

  • Maintain Salesforce hygiene and data accuracy to support visibility, forecasting, and effective follow-through.
  • Manage pipeline upkeep and administrative follow-up to help protect opportunity flow and conversion.
  • Support advisor match and routing to help ensure timely response and appropriate lead handling.
  • Serve as a backup resource for inbound FC calls and support, as needed.
  • Coordinate Financial Planning Group (FPG) proposal requests and other sales support tasks that advance opportunities efficiently.
  • Manage wholesaling and FC-facing email support to improve responsiveness and consistency.
  • Protect speed-to-lead and overall responsiveness across the market through disciplined task execution and follow-up.
  • Support branch events and post-event follow-up activities in partnership with market leadership.
  • Support the Regional Vice President by collecting and organizing prospect data and personal details to facilitate a seamless new client onboarding process.

Preferred Profile:

  • Highly organized and process driven.
  • Strong communicator with the ability to support timely, clear follow-up.
  • Detail oriented with a high standard for data accuracy and task execution.
  • Comfortable operating behind the scenes to improve execution and remove friction from the sales process.
  • Reliable partner for RVPs, helping preserve their time for selling and coaching.
  • Experience with Salesforce or similar CRM platforms.
  • 2 years of Financial services, sales support, or sales operations experience.

Required Knowledge, Skills, and Abilities:

  • Bachelor's degree in Business, Marketing, or a related field
  • Self-starter who thrives in a fast-paced, high-volume sales environment.
  • Comprehensive industry and investment management knowledge.
  • Excellent communication, presentation, listening, and analytical skills.
  • Ability to work independently and as part of a team.
  • Proven time management and organizational skills in high-volume, high-energy environments.
  • Experience determining the needs of partners and prospects through probing questions, offering solutions, and asking for the right actions.
  • Strong technical aptitude with proficiency in Microsoft Excel, Word, Outlook, and PowerPoint.
  • Flexibility to travel.

Work Schedule: Position will include daytime and evening hours.

Working Conditions: Professional or home office environment. Traveling, standing and sitting.

Application Deadline: The initial deadline for applications is 06/16/2026. Applications submitted after this date may still be considered on a rolling basis until the position/program is filled. We encourage all interested candidates to apply as early as possible. If a final decision has not been made by the initial deadline, subsequent applications will be reviewed as they are received.

#LI-Remote

Actual base pay within this range will be based on a variety of factors, including but not limited to the applicant's geographic location, relevant experience, education, skills and licenses/certifications. This position is also eligible to earn incentive compensation through one of Mercer Advisors' incentive compensation programs.

Base Pay Range
$68,000—$80,000 USD

Benefits:

Mercer Advisors offers a competitive and robust benefit package to our employees. Our benefit programs are focused on meeting all of our employees and their eligible dependents health and welfare needs. We offer the following:

  • Company Paid Basic Life & AD&D Insurance
  • Company Paid Short-Term and Long-Term Disability Insurance
  • Supplemental Life & AD Short-Term Disability; Accident; Critical Illness; and Hospital Indemnity Insurance
  • Three Cigna medical plans offerings including two High Deductible Health Plans and a Traditional Co-Pay medical plan.
  • Kaiser Medical plans available in California
  • Health Savings Account (HSA) with company contributions if enrolled in either HDHP medical plan.
  • Two comprehensive Dental Plans
  • Vision Insurance Plan
  • Dependent Care Savings Account for child and dependent care.
  • 14 Company Paid Holidays including a full week off at Thanksgiving.
  • Generous paid time off program for vacation and sick days
  • Employee Assistance Plan
  • Family Medical Leave
  • Paid Parental Leave (8 weeks)
  • Maternity benefits utilizing company paid STD, any supplemental STD, plus Parental Leave (8 weeks) to provide time for recovery, baby bonding, and enjoying your family time.
  • Adoption Assistance Reimbursement Program
  • Company Paid Concierge Services for you and your loved ones for the spectrum of caring needs for your aging parents, young children, life's challenges and more.
  • 401(k) Retirement Plan with both Traditional and Roth plans with per pay period match as well as an after-tax option
  • Pet Insurance
  • Personalized financial planning and guidance from Mercer Advisors professionals, offered at preferred employee pricing

We are not accepting unsolicited resumes from agencies and/or search firms for this job posting.

Mercer Advisors is an equal opportunity employer and does not discriminate on the basis of any characteristic protected by applicable federal, state, or local law. Mercer Advisors participates in E-Verify and complies with federal employment eligibility verification requirements.

If you need an accommodation during the application or hiring process, please email PeopleTeam@merceradvisors.com. This inbox is for accommodation requests only.

For information about applicant rights, required employment notices, E-Verify participation, and state specific disclosures, please review our Applicant Notices and Employment Rights.

If you are a resident of California, learn more about Mercer's California Consumer Privacy Policy here.
CCPA Notice at Collection

What Mercer Advisors employees say

Hours and flexibility

Workplace

Get the full story on Breakroom