Director of Client Engagement

At Summit Wealth Management, we take pride in offering a breadth of experience, specialized financial expertise, and an elevated level of service. Our team works collaboratively to design and implement personalized strategies tailored to meet our clients' unique financial needs.

Thanks to the loyalty and trust of our clients, Summit Wealth Management has been named to the 20255 Forbes Best-in-State Wealth Management Teams list. This honor reflects our unwavering commitment to excellence and the dedication of our entire team.

About Opportunity

Step into a pivotal leadership role and help shape the growth of a premier financial planning practice. Summit Wealth Management is an independent franchise associated with Ameriprise Financial. As Director of Client Engagement, you will partner closely with firm leadership and financial advisors to drive practice expansion, elevate the client experience, and deepen overall engagement.

In this strategic position, you will oversee client retention strategies, expand referral opportunities, and cultivate high-value Centers of Influence (COI) relationships. Your success will be reflected in strong advisor adoption, high client satisfaction, robust pipeline development, and measurable practice growth.

This position requires consistently adhering to high standards of business and professional ethics, as well as meeting all legal and regulatory requirements when executing work activities. If you are a growth-oriented leader with strong relationship-building skills, strategic marketing acumen, and a passion for delivering an exceptional client experience, this role may be the perfect fit for you.

Key Responsibilities

• Design and enhance the end-to-end client journey to drive engagement, satisfaction, and long-term loyalty.

• Oversee client segmentation strategies to ensure personalized communication and targeted outreach across all service tiers.

• Partner with advisors and client service teams to ensure consistent, high-value client touchpoints throughout the year.

• Monitor retention metrics and proactively deploy strategies to deepen existing client relationships.

• Leverage Ameriprise reporting tools, Advice Insights, Retention Opportunity Reviews, and referral tracking to identify actionable growth opportunities.

• Establish, track, and report on key performance indicators (KPIs), engagement metrics, lead generation, and pipeline activity.

• Analyze business metrics and present strategic recommendations to leadership to optimize operational and growth outcomes.

• Lead special projects that support long-term firm scale and performance objectives.

• Establish and cultivate strategic relationships with Centers of Influence (COIs), including attorneys, CPAs, and professional referral partners.

• Lead annual growth and marketing planning, budget allocation, and strategic campaign execution.

• Direct external marketing consultants and internal Ameriprise partners to align marketing campaigns with advisor acquisition goals.

• Evaluate event and campaign performance through measurable ROI data to continuously refine tactics and optimize results.

• Identify new avenues to drive prospect activity, advisor meetings, client referrals, and community visibility.

Key Traits of a Successful Candidate

• Strategic thinker with a growth-oriented mindset and strong execution skills.

• Proficient with industry technology, including CRM platforms (Salesforce), Microsoft Office Suite, and enterprise business intelligence tools.

• Excellent organizational and project management abilities with the capacity to handle multiple complex priorities simultaneously.

• Exceptional written, verbal, and executive presentation capabilities.

• Proven ability to influence and collaborate effectively across cross-functional teams and leadership levels.

• Demonstrate strong alignment with our core values: being action-oriented, maintaining a long-term outlook, committing to continuous learning, and remaining integrity-driven

Qualifications

• Bachelor’s degree or higher in Business, Marketing, Finance, or a related field.

• 5+ years of progressive experience in client engagement, client experience, marketing, or business development.

• 3+ years of experience within wealth management, financial planning, or independent advisor practices.

• Active or previous FINRA Series 7 and Series 66 (or Series 63/65) licenses.

What We Offer

• $125,000 – $145,000, depending on experience.

• Bonus opportunities are tied to growth and business objectives.

• Full-time hybrid role (in-office 3 days per week following an initial 90-day on-site onboarding period).

• 401(k) with profit sharing, comprehensive health coverage (medical, dental, vision), disability, life insurance, and Paid Time Off (PTO).

Location:Greenwood Village, CO 80111

How to Apply

Applicants may apply in one of the following ways:

1. Directly on this job board by following the application instructions provided.

2. Through our company hiring portal at: https://hirewithease.com/hire-with-ease-jobs-board/