Relationship Manager Jobs in Colorado
Relationship Manager jobs in Colorado are active and competitive, concentrated in financial services, banking, wealth management, and commercial lending across Denver, Boulder, and Colorado Springs. Major employers with a lasting presence in Colorado include Wells Fargo, JPMorgan Chase, and Charles Schwab, which maintains a significant operations hub in the Denver metro. The most in-demand specialties are commercial banking, private wealth, and small business relationship management, with openings at both the associate and senior levels. Find a role that fits below and apply directly.
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POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
- Minimum of bachelor’s degree or comparable professional certification required
- Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
- Product and state licenses must be in parallel to Financial Advisors on the Team
- At least 5 year(s) of business experience and proven success in a previous career
- Minimum of 5 years FINRA Registration preferred
- Extensive knowledge around financial industry and product knowledge
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/28/26, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
POSITION SUMMARY:
The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
- Minimum of bachelor’s degree or comparable professional certification required
- Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business. Additional product licenses may be required
- Product and state licenses must be in parallel to Financial Advisors on the Team
- At least 5 year(s) of business experience and proven success in a previous career
- Minimum of 5 years FINRA Registration preferred
- Extensive knowledge around financial industry and product knowledge
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- Knowledge of applicable compliance rules and regulations and firm policies
- Branch Manager or Associate Market Manager
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
To learn more about our offices across the globe, please copy and paste https://www.morganstanley.com/about-us/global-offices into your browser.
Job Posting Pay Range
Salary range for the position: $68,000.00 - $120,000.00 Yr. The successful candidate may be eligible for an annual discretionary incentive compensation award. The successful candidate may be eligible to participate in the relevant business unit’s incentive compensation plan, which also may include a discretionary bonus component. Morgan Stanley offers a full spectrum of benefits, including Medical, Prescription Drug, Dental, Vision, Health Savings Account, Dependent Day Care Savings Account, Life Insurance, Disability and Other Insurance Plans, Paid Time Off (including Sick Leave consistent with state and local law, Parental Leave and 20 Vacation Days annually), 10 Paid Holidays, 401(k), and Short/Long Term Disability, in addition to other special perks reserved for our employees. Please visit mybenefits.morganstanley.com to learn more about our benefit offerings. The application window is expected to close 12/28/26, but may be extended depending on whether a candidate has been selected.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
For more information, please visit : https://www.morganstanley.com/people-opportunities/eeo .
See All 49 Relationship Manager Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
Find Relationship Manager JobsRelationship Manager Jobs by City in Colorado
Where Colorado roles are concentrated, by current openings.
Relationship Manager Job Market in Colorado
A snapshot from current Colorado openings, updated as new roles post.
Who's Hiring
Top Industries Hiring
- Banking & Financial Services
- Fintech
- Investment & Asset Management
- Technology & Software
What Colorado Employers Look For
The qualifications that appear most often in relationship manager jobs across Colorado.
- Bachelor's degree in finance, business, economics, or a related field required
- Three or more years of experience in banking, lending, or client relationship roles
- Series 65 or Series 7 license required or preferred for wealth management roles
- Demonstrated ability to grow and retain a portfolio of commercial or retail clients
- Proficiency with CRM platforms such as Salesforce or nCino
- Strong knowledge of credit analysis, financial products, and loan structuring principles
Relationship Manager Jobs in Colorado: Frequently Asked Questions
How do you become a relationship manager in Colorado?
Most relationship manager roles in Colorado require a bachelor's degree in finance, business, or economics, followed by experience in banking or client-facing financial services. Roles in wealth management or investment advisory often require the Series 65 license, administered through FINRA and regulated at the state level by the Colorado Division of Securities. Commercial banking roles typically prioritize credit training programs and lending experience over formal licensure.
Which companies hire relationship managers in Colorado?
Companies currently hiring relationship managers in Colorado include JPMorganChase, KeyBank, and PNC Financial Services, per current listings on Migrate Mate as of November 2026. Colorado's strong concentration of financial services firms, credit unions, and regional banks means consistent demand for relationship management talent across the Front Range.
Which Colorado cities have the most relationship manager jobs?
Denver, Greenwood Village, and Westminster account for the largest share of relationship manager openings in Colorado. Denver drives most of the volume as the state's financial and commercial hub, home to major bank branches, credit unions, and corporate offices, while Boulder's technology and startup ecosystem and Colorado Springs' growing business services sector contribute steady demand in their own right.
Are there remote relationship manager jobs in Colorado?
Yes, but they're less common than in purely analytical roles, since relationship management often relies on in-person client contact. About 57% of relationship manager openings tied to Colorado are remote or hybrid as of November 2026, with remote options most frequently found in portfolio management, inside sales, and digital banking segments rather than traditional branch or commercial lending roles.
How can I get hired as a relationship manager in Colorado with little or no experience?
The most realistic entry path is a bank teller, personal banker, or customer service representative role at a Colorado credit union or regional bank, which builds the client-facing and product knowledge employers look for. Institutions like Ent Credit Union, Vectra Bank, and CoBank run associate or training programs that move candidates into relationship management over time. Pursuing a Series 65 license or completing a credit analysis course while working in an adjacent role gives early-career candidates a measurable edge.
Where can I find and apply to relationship manager jobs in Colorado?
You can find and apply to relationship manager jobs in Colorado on Migrate Mate, which lists current Colorado openings from employers across the state. Find roles that match your experience and specialization and apply directly to the ones that fit.
See All 49 Relationship Manager Jobs in Colorado
Find roles in Colorado that match your experience and apply in just a few clicks.
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