Practice Manager - Wealth Management

Practice Manager

• Wealth Management Boulder, CO Job Details Full-time $80,000
• $105,000 a year 1 day ago Benefits Paid holidays Health insurance Dental insurance 401(k) Paid time off 401(k) 5% Match Vision insurance 401(k) matching Qualifications Wealth management Teamwork Event coordination Workflow management (operations management method) 5 years Handling customer inquiries Data reporting Series 66 Improving operational efficiency Series 7 Managing clients in a finance role Data management Client services Performance Improvement (PI) Organizational skills FINRA License Financial services Senior level Communication skills Marketing Full Job Description Practice Manager Brightside Wealth Advisors•Boulder, CO Full-time | In-office, with hybrid potential after initial onboarding About the Role Brightside Wealth Advisors is seeking an experienced Practice Manager to serve as the operational backbone of our growing, relationship-focused wealth management firm.

This role is ideal for someone who takes ownership, thinks proactively, documents processes, and enjoys creating exceptional client experiences. You will work closely with our advisors as their strategic operational partner, ensuring that our day-to-day operations, client service, and internal workflows run smoothly and efficiently. Key Responsibilities Own the full client onboarding experience, from welcome meeting through first statement review. Serve as the primary point of contact for client service requests, delivering high-touch, professional support. Prepare for and follow through on client meetings, ensuring action items are documented and executed. Coordinate marketing initiatives and client events, including invitations, RSVPs, logistics, and follow-up. Maintain accurate client data, reporting, and documentation across all systems. Support tax-season workflows and manage the secure collection and delivery of client documents. Continuously improve operational processes by documenting workflows and identifying efficiencies. Collaborate closely with advisors and team members, asking questions early and communicating proactively. Qualifications 5+ years of operations or client service experience in a wealth management or financial advisory firm. Strong organizational skills with the ability to manage multiple priorities independently. Excellent written and verbal communication skills. Comfort working in a small, collaborative, high-trust team environment. FINRA Series 7 and/or 66 licensing preferred but not required. Proven ability to take ownership of projects and see them through to completion. Enjoys problem-solving and adapting to new challenges. Compensation & Benefits Salary range: $80,000

• 105,000+ annually, depending on experience and qualifications.

Salaried and exempt position Performance-based bonus potential. Comprehensive health, dental, and vision insurance. 401(k) plan with 5% employer match. Paid holidays (9 annually) and competitive paid time off. Why Brightside Wealth Advisors We are a growth-minded, highly relational advisory firm where each team member's contribution truly matters. This role offers meaningful responsibility, the opportunity to shape processes, and direct impact on client experience and firm success. Equal Employment Opportunity Brightside Wealth Advisors is an equal opportunity employer. We are committed to creating an inclusive environment for all employees and Applicants will be considered without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law. Brightside Wealth Advisors is committed to providing reasonable accommodation to qualified individuals with disabilities throughout the hiring process.

Pay:

$80,000.00

• $105,000.

00 per year

Benefits:

401(k) 401(k) matching Dental insurance Health insurance Paid time off Vision insurance

Experience:

Financial services: 5 years (Required)

License/Certification:

Series 7 (Preferred)

Work Location:

Hybrid remote in Boulder, CO 80302