Vice President, Wealth Advisory

Obermeyer Wealth Partners; Denver (CO); On-site; USD 150,000 - 250,000; Full time

Benefits offered by this job

Bonus eligibility

Retirement contribution

100% employee premium healthcare coverage

Continued learning reimbursement

Job summary

Obermeyer Wealth Partners in Denver, Colorado, is seeking a Vice President, Wealth Advisory to lead complex client relationships and drive business growth. The candidate will oversee investment strategies while mentoring team members and enhancing client experiences.

Ideal candidates will have over 5 years of experience in wealth management, proven success in business development, and relevant certifications. This full-time position offers competitive compensation and benefits.

Qualifications

• 5+ years of progressive experience in wealth management or financial advisory.
• Proven success in managing high-value client relationships.
• Exceptional interpersonal and influencing skills.

Responsibilities

• Lead as primary advisor for high-net-worth clients.
• Drive new business through proactive relationship development.
• Oversee investment strategies addressing complex client needs.

Skills

Client relationship management

Business development

Financial planning

Investment strategy

Leadership

Education

Series 65

CFP

CFA

MBA

Tools

Salesforce

Fidelity

Schwab

Job description

Obermeyer Wealth Partners is seeking a seasoned and strategic Vice President, Wealth Advisory to lead complex client relationships, drive business expansion, and shape the firm’s advisory strategy. This individual will play a critical leadership role in delivering sophisticated wealth solutions, deepening client partnerships, and contributing to the continued growth and evolution of the firm. The ideal candidate brings a strong track record of business development, exceptional relationship management capabilities, and the ability to lead both clients and internal teams with credibility and insight.

Obermeyer Wealth Partners is a registered investment advisor (RIA) managing $3 billion in assets. We provide a range of wealth management services tailored to meet the unique needs of individuals, families, and select family offices. These services include:

• Investment Management: Customized, separate-account portfolios designed to preserve and grow wealth over the long term.
• Financial Planning: Holistic strategies that address every aspect of clients’ financial lives, from retirement planning to estate considerations.
• Tax Strategies: Proactive planning to optimize tax efficiency and preserve wealth across generations.

At Obermeyer, our mission is to thoughtfully steward client assets while serving as trusted partners in navigating life’s complex financial decisions. As one of Colorado’s boutique independent advisory firms, our team has been recognized by Barron’s and Forbes for serving clients across the United States. We currently operate out of offices in Aspen, Denver, Steamboat Springs, and Vail, Colorado.

How To Apply

Submit the following documents in PDF format to [e-mail]. Be sure to include your name in each document title.

• Resume
• Written responses to the following questions (no more than one page – we value specificity over breadth)
• Describe a complex client relationship where you acted as the lead advisor. What made it complex, and how did you create value?
• How have you contributed to business development and growth in your career? Be specific about your role and results.
• Describe how you lead, mentor, or influence others to deliver exceptional client outcomes.

Our Investment Philosophy

Obermeyer Wealth Partners employs a long-term, value-oriented approach to investing. We favor businesses with strong financial characteristics led by high-quality managers. Our focus spans a variety of industries, prioritizing companies with wide and growing moats and defensible market positions. We exercise a disciplined strategy rooted in fundamental analysis, seeking to acquire businesses at a discount to their intrinsic value that can compound earnings over time.

Responsibilities

• Lead and serve as the primary advisor for high-net-worth individuals, families, and family offices, providing comprehensive, strategic wealth management guidance.
• Drive new business generation through proactive relationship development, leveraging an established network, and identifying new market opportunities aligned with firm growth objectives.
• Oversee the design and execution of sophisticated investment strategies and integrated financial plans addressing complex client needs.
• Provide leadership and mentorship to advisory team members, fostering a high-performance, client-centric culture grounded in collaboration and accountability.
• Champion an elevated client experience by anticipating needs, proactively delivering value, and strengthening long-term partnerships.
• Partner with firm leadership on strategic initiatives, including enhancing the advisory platform, improving scalability, and driving operational excellence.
• Lead cross-functional collaboration on complex client engagements and firm-wide initiatives to increase efficiency and innovation.
• Oversee the full client lifecycle, including prospecting, onboarding, relationship management, and multi-generational wealth planning.
• Leverage advanced financial technology, data insights, and reporting tools to optimize decision-making and enhance client outcomes.
• Maintain and strengthen relationships with external partners—including custodians, tax advisors, and estate professionals—while remaining informed on industry developments and emerging strategies.

Qualifications

• Relevant certifications including Series 65, CFP, CFA, CPA, or advanced degree (MBA, JD).
• 5+ years of progressive experience in wealth management, financial advisory, or related financial services, with demonstrated leadership and client ownership.
• Proven success in originating and managing high-value client relationships and contributing to business growth.
• Exceptional communication, interpersonal, and influencing skills with the ability to engage sophisticated clients and stakeholders.
• Strong business acumen and strategic thinking, with experience contributing to firm-level decision-making and initiatives.
• Advanced project management and organizational skills, with the ability to manage multiple complex priorities.
• Deep expertise in financial planning, investment strategy, and structuring solutions for high-net-worth clients.
• Proficiency in financial technology platforms including CRM, custodial, and portfolio management systems (Salesforce, Schwab, Fidelity).

Compensation and Benefits

• $150,000 - $250,000 per year
• Bonus eligibility and retirement contribution
• 100% employee premium healthcare coverage.
• Continued learning reimbursement.
• The position is in-person Monday through Friday at our Denver office.

Note: In compliance with industry standards, candidates will be subject to a background, criminal, and credit check before hiring.