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Wealth Manager Jobs in Highlands Ranch, CO (NOW HIRING)

Curi Capital

Wealth Advisor

Denver, CO · Hybrid

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

Beacon Pointe

Senior Wealth Advisor

Denver, CO · On-site

$100 - $125/hr

Senior Wealth Advisors are responsible for providing comprehensive wealth management advice and building long‑term relationships with clients. The role partners closely with high-net‑worth ...

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

Bank of America

Wealth Planner

Greenwood Village, CO · Hybrid

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Bank of America

Wealth Planner

Greenwood Village, CO · On-site

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one ...

Curi Capital

Wealth Advisor

Denver, CO · On-site

$120K - $200K/yr

Five years of relevant experience managing all facets of wealth management - required * Bachelor's degree - required * Experience serving physicians is preferred but not required * Demonstrate strong ...

U.S. Bank

PWM Private Wealth Advisor

Denver, CO · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

US Bank

PWM Private Wealth Advisor

Denver, CO · On-site

S. Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate planning, investments, banking ...

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

If you're passionate about building trusted relationships and supporting comprehensive wealth management solutions, this role is for you. About the Role The Wealth Advisor Associate plays a key role ...

First Western

Wealth Advisor Associate

Denver, CO · On-site

$85K - $119K/yr

Who We're Looking For You're a relationship-driven wealth management professional who enjoys helping clients navigate complex financial decisions and achieve their long-term goals. You bring a strong ...

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All JobsWealth JobsWealth Manager JobsWealth Manager Jobs in Highlands Ranch, CO

Wealth Manager information

See Highlands Ranch, CO salary details

$25.7K

$62.5K

$121.8K

How much do wealth manager jobs pay per year?

As of Sep 7, 2026, the average yearly pay for wealth manager in Highlands Ranch, CO is $62,478.00, according to ZipRecruiter salary data. Most workers in this role earn between $44,100.00 and $71,900.00 per year, depending on experience, location, and employer.

What is a wealth manager?

A wealth manager is a financial professional who provides comprehensive financial planning and investment management services to individuals, families, or businesses. They help clients grow, protect, and transfer their wealth by offering tailored advice on investments, retirement planning, tax strategies, estate planning, and more. Wealth managers often coordinate with other professionals, such as accountants and attorneys, to deliver holistic financial solutions. Their goal is to help clients achieve long-term financial goals and maintain financial security.

What does a wealth manager do?

The job duties of a wealth manager include working to advise clients about investment opportunities and strategies. In this career, your responsibilities may involve providing retirement advice for a client, explaining and helping facilitate investments in a variety of different investment products, and providing information about issues related to taxes and estate planning. A wealth management consultant may work independently or as a member of a financial services company or bank. Some wealth managers help clients plan investments and gain access to complicated or exclusive investment vehicles that are not available to retail investors.

How do wealth managers typically collaborate with other financial professionals to serve their clients?

Wealth Managers often work closely with a team of financial professionals, including tax advisors, estate planners, and investment analysts, to provide comprehensive financial solutions for their clients. Collaboration is key, as clients’ needs are multifaceted and may require coordinated expertise in areas like tax optimization, retirement planning, or risk management. Regular meetings and open communication channels ensure that all professionals are aligned on the client’s goals and strategies. This team-based approach not only enhances the quality of service but also allows Wealth Managers to offer more tailored and effective advice.

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

To thrive as a Wealth Manager, you need a deep understanding of investment strategies, financial planning, and regulatory compliance, typically supported by a degree in finance or economics and relevant certifications like CFP or CFA. Familiarity with portfolio management software, financial modeling tools, and CRM systems is essential for analyzing client portfolios and managing relationships. Exceptional interpersonal skills, trustworthiness, and strong communication abilities help build lasting client relationships and provide tailored advice. These skills are crucial for successfully growing client assets, retaining clients, and navigating complex financial markets.

What is the difference between Wealth Manager vs Financial Advisor?

AspectWealth ManagerFinancial Advisor
CredentialsCFP, CFA, or equivalent certifications often preferredCFP, Series 7, Series 66, or similar licenses
Work EnvironmentTypically works with high-net-worth clients, offering comprehensive wealth managementWorks with a broad client base, providing investment and financial planning advice
Employer & IndustryPrivate banks, wealth management firms, financial institutionsIndependent firms, banks, insurance companies, financial planning firms

Wealth Managers and Financial Advisors both assist clients with financial planning and investments. However, Wealth Managers usually focus on high-net-worth clients with comprehensive services, while Financial Advisors serve a wider range of clients with investment and planning advice. The roles often overlap, but the scope and client base differ.

Is wealth management a high paying career?

Wealth management can be a high-paying career, especially for experienced professionals who manage large client portfolios and hold relevant certifications like the Certified Financial Planner (CFP). Salaries often include a base salary plus commissions or fees based on assets under management, with top earners making six figures or more annually.
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For Wealth Manager jobs in Highlands Ranch, CO, the most frequently searched job titles are:

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The top searched job categories for Wealth Manager jobs in Highlands Ranch, CO are:

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Cities near Highlands Ranch, CO with the most Wealth Manager job openings:

Wealth Manager jobs near you
Infographic showing various Wealth Manager job openings in Highlands Ranch, CO as of August 2026, with employment types broken down into 77% Full Time, 20% Part Time, and 3% Contract. Highlights an 79% Physical, 3% Hybrid, and 18% Remote job distribution, with an average salary of $62,478 per year, or $30 per hour.

Product Manager, Wealth Management Technology

Ares Management Corporation

Denver, CO • On-site

Full-time

Medical, Dental, Vision, Life, Retirement

Posted 12 days ago

Job description

Over the last 20 years, Ares' success has been driven by our people and our culture. Today, our team is guided by our core values - Collaborative, Responsible, Entrepreneurial, Self-Aware, Trustworthy - and our purpose to be a catalyst for shared prosperity and a better future. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Job Description
The Associate Vice President, Product Manager partners with Wealth Management business stakeholders and technology teams to define, prioritize, and deliver technology capabilities that support business growth, operational efficiency, advisor productivity, and client experience.
Working closely with product leadership, engineering, architecture, data, and business teams, the Product Manager helps translate business objectives into scalable technology solutions and supports the planning, delivery, and adoption of key initiatives across Salesforce and related Wealth Management platforms.
The role combines product management, business analysis, and platform expertise, serving as a critical bridge between business and technology organizations. The successful candidate will develop deep expertise within assigned business domains while contributing to the long-term evolution of Wealth Management technology capabilities.
Key Responsibilities
Product Management & Business Partnership (35-45%)
  • Partner with business stakeholders to understand strategic priorities, operational challenges, and opportunities for improvement.

  • Support product roadmap planning, prioritization, and delivery activities for assigned business capabilities.

  • Collaborate with product leadership to evaluate and prioritize initiatives based on business value, strategic alignment, effort, and risk.

  • Develop a deep understanding of Wealth Management business processes, user needs, and technology capabilities.

  • Identify opportunities for process improvement, automation, operational scale, and enhanced client and advisor experiences.

  • Support business case development and help define success metrics for key initiatives.

  • Track adoption and business outcomes for delivered capabilities and recommend future enhancements.

Business Analysis & Solution Definition (30-40%)
  • Lead requirements gathering sessions, workshops, stakeholder interviews, and discovery activities.

  • Document current-state and future-state business processes, workflows, and functional requirements.

  • Translate business needs into epics, user stories, acceptance criteria, and actionable backlog items.

  • Facilitate stakeholder alignment and drive resolution of business and functional questions.

  • Partner with architecture and engineering teams to ensure proposed solutions align with business objectives.

  • Coordinate user acceptance testing and validate delivered functionality against defined requirements.

  • Maintain accurate documentation, process artifacts, and product knowledge.

Solution Delivery & Platform Enablement (15-20%)
  • Partner with engineering teams throughout the software development lifecycle, including planning, design, testing, release, and adoption.

  • Participate in backlog refinement, sprint planning, release readiness, and deployment activities.

  • Configure and maintain declarative Salesforce functionality including Flows, reports, dashboards, approval processes, page layouts, and related platform capabilities.

  • Support platform governance, change management, and user adoption initiatives.

  • Collaborate with data, integration, and engineering teams to ensure end-to-end solution effectiveness.

Leadership & Organizational Contribution (5-10%)
  • Promote best practices across product management, business analysis, and solution delivery disciplines.

  • Mentor junior team members and contribute to knowledge-sharing initiatives.

  • Build domain expertise and progressively assume broader ownership of business capabilities over time.

  • Contribute to the ongoing development of the Wealth Management Technology product management function.

  • Remain current on Salesforce capabilities, industry trends, and emerging technologies, including AI-enabled tools and productivity solutions.

Required Qualifications
  • Bachelor's degree or equivalent experience.

  • 6-9 years of relevant experience in Product Management, Business Analysis, Salesforce Administration, CRM, Consulting, or related technology roles.

  • Demonstrated experience partnering with business stakeholders to define and deliver technology solutions.

  • Strong experience gathering requirements, defining business processes, and translating business needs into actionable delivery plans.

  • Experience working within Agile delivery frameworks and managing product backlogs.

  • Salesforce Administrator Certification.

  • Working knowledge of Salesforce Sales Cloud and/or Service Cloud.

  • Hands-on experience with Salesforce Flow and other declarative platform capabilities.

  • Strong communication, facilitation, stakeholder management, and problem-solving skills.

  • Ability to influence outcomes and build alignment across business and technology organizations.

Preferred Qualifications
  • Salesforce Business Analyst Certification.

  • Salesforce Advanced Administrator Certification.

  • Experience within asset management, wealth management, financial services, or fintech organizations.

  • Experience supporting Distribution, Relationship Management, Client Service, Marketing, or Operations teams.

  • Experience with Copado, Jira, and Git-based deployment processes.

  • Familiarity with enterprise integrations, data platforms, and analytics solutions.

  • Experience contributing to product roadmaps, prioritization activities, or business capability planning.

  • Experience operating within highly regulated environments.

  • Demonstrated commitment to continuous learning, professional development, and adoption of emerging technologies.

Reporting Relationships
Senior Vice President, Technology and Information Security
Compensation
The anticipated base salary range for this position is listed below. Total compensation may also include a discretionary performance-based bonus. Note, the range takes into account a broad spectrum of qualifications, including, but not limited to, years of relevant work experience, education, and other relevant qualifications specific to the role.
The firm also offers robust Benefits offerings. Ares U.S. Core Benefits include Comprehensive Medical/Rx, Dental and Vision plans; 401(k) program with company match; Flexible Savings Accounts (FSA); Healthcare Savings Accounts (HSA) with company contribution; Basic and Voluntary Life Insurance; Long-Term Disability (LTD) and Short-Term Disability (STD) insurance; Employee Assistance Program (EAP), and Commuter Benefits plan for parking and transit.
Ares offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more.
There is no set deadline to apply for this job opportunity. Applications will be accepted on an ongoing basis until the search is no longer active.

Apply