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Wealth Management Associate

RMB Capital

in Denver CO

RMB Capital Management, LLC is a rapidly growing Chicago-based investment advisory firm with over $9 billion in assets under management.  We are currently seeking a Client Service Administrator to join our Retirement Plan Solutions team in our Denver, CO office. This is an exciting opportunity for a hard-working team player who wants to make an impact in a fast-paced, entrepreneurial environment.  This role is ideal for candidates with 0-5 years of experience and an interest in working with retirement plans.  Candidate will have the opportunity to develop into other roles within the firm such as Client Relationship Manager or Investment Advisor in the future.

Key Responsibilities:

  • Collaborate with service providers to gather plan information
  • Prepare reports and materials for client and prospect meetings
  • Prepare meeting minutes, meeting notes and internal support materials
  • Ensure timely completion of follow up items from client and prospect meetings
  • Schedule appointments, meetings, conference rooms and travel
  • Prepare, review and submit team expense reports
  • Coordinate and oversee the completion of special operational/administrative projects
  • Assist with onboarding of new clients and other tasks as needed


  • Undergraduate degree
  • 0-5 years of experience working with qualified retirement plans
  • Strong personal computer skills including Microsoft Word, Excel and PowerPoint
  • Excellent written and verbal communication skills
  • Attention to detail and strong organizational skills
  • Strong work ethic and able to prioritize multiple projects
  • An entrepreneurial spirit and passion to serve clients

RMB Capital Management, LLC offers a dynamic work environment and competitive compensation and excellent benefits such as:

  • Medical/dental/vision/life/disability insurance
  • 401(k) and profit sharing plan
  • Flexible spending accounts
  • Sabbatical awards

RMB Capital Management, LLC provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. In addition to federal law requirements, RMB Capital Management, LLC complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, transfer, leaves of absence, compensation and training.

How to Apply

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This ad has been viewed 837 times. It expires on 2/13/2018.

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