Relationship manager jobs in Colorado Springs, CO - 95 jobs

Description & Requirements Forvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your flexibility to help clients grow, preserve, and protect wealth. The Private Client Tax Manager serves as a trusted advisor and member of various client service teams and must possess significant knowledge of taxation compliance and consulting related to personal, partnership, trust, estate, gift, and wealth retention strategies as well as charitable entities managed by ultra-high net worth clients. The Private Client Tax Manager participates in client development and team management and conducts research to be current as a subject matter expert. What You Will Do: * Providing tax compliance and tax advisory services to individuals, partnerships, trusts, estates, and private foundations * Developing, building, and managing client relationships as part of the proposal process * Participating in networking activities to further expand business opportunities and client relationships * As a highly impactful team member, maintaining functional expertise and understanding of a client's business or family structure is essential to addressing client concerns and challenges * Assisting with managing, developing, and coaching professional tax staff * Reviewing and managing projects prepared by tax associates and seniors * Effectively delegating responsibilities to others and monitoring efforts of engagement teams * Proficiently using technology tools in regular assignments and demonstrating a commitment to improving work processes through the use of technology * Successfully researching complex tax issues, applying findings to projects, and clearly communicating those findings in writing Minimum Qualifications: * 5 years or more of related experience in public accounting, law firm, or trust department * Bachelor or graduate degree in accounting, finance, or a related field * CPA license or J.D. degree and bar admission * Experience managing multiple client engagements Preferred Qualifications: * Master's degree in Taxation or Law degree * Experience with OneSource tax software #LI-COS, #LI-DEN #LI-KA1 Colorado's Equal Pay for Equal Work Act (SB 19-085) Pursuant to Colorado's Equal Pay for Equal Work Act, the salary range displayed is for the Colorado market. The salary for this role will be based on the experience, education, and skill set of the individual for the position. Total compensation and benefits consist of salary, group health plan benefits, 401(K), profit-sharing contributions, flexible time off, and parental leave. Forvis Mazars reserves the right to make changes to the salary range based on business needs. Colorado Salary Range: CO Minimum Salary (USD) $ 100,000 CO Maximum Salary (USD) $ 145,000 Close Date: 04/20/2026

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! ESSENTIAL FUNCTIONS Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail Underwrite loan requests within the parameters of the Bank's policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval Manage and service assigned loan portfolio Ensure that all required documentation is in file for all loans and deposits Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available Price each loan and deposit product according to current Bank pricing guidelines Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations Demonstrate a commitment to fair lending practices Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations Resolve client problems and assist with general inquiries Provide superior service to existing clients Builds and maintain a positive working relationship with COI's and others in the community to enhance the Bank's image and reputation in the marketplace Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SKILLS Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary. Qualifications, Education, and Certification Requirements Education: A Bachelor's degree in business, finance, banking, or related field is required. Graduation from a recognized school of banking is an asset. Experience: Minimum of 10+ years' commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. TRAVEL This position may require some travel from time to time. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $130,276.00 - $208,104.00 , actual offers to be determined based on applicant's skills, experience and education.While the anticipated deadline for the job posting is 02-15-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Work Location: 501 S. Tejon St. Colorado Springs, Colorado 80903 Equal Opportunity Employer, including disabled/veterans.

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions. We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here! ESSENTIAL FUNCTIONS * Actively participates in a business development plan to increase their loan and deposit portfolio of commercial clients within a South State metro market * Develop consultative relationships with prospects and clients to add value by delivering appropriate banking solutions * Manage the flow of loan and deposit requests through the appropriate channels to ensure the credit quality, responsiveness, structure, and pricing meeting the needs of the client and the operating objectives of the Bank * Collaborate effectively with Treasury Management Sales Officers, Capital Markets, Wealth, and Retail * Underwrite loan requests within the parameters of the Bank's policies and procedures. Ensure the loan packages are accurate and complete when submitted to the appropriate Credit partner for approval * Manage and service assigned loan portfolio * Ensure that all required documentation is in file for all loans and deposits * Clear documentation or compliance deficiencies noted by Loan and Deposit Operations or other review * Partner with Credit to properly risk grade each loan in the assigned portfolio and adjust risk grades as circumstances change or new information becomes available * Price each loan and deposit product according to current Bank pricing guidelines * Document the credit quality, current competitive factors, or overall relationship circumstances that justify departures from the approved Bank pricing regulations * Demonstrate a commitment to fair lending practices * Remain knowledgeable of all laws and regulations governing the lending activities of financial institutions * Ensure compliance with all applicable Bank policies and procedures, as well as all State and Federal regulations * Resolve client problems and assist with general inquiries * Provide superior service to existing clients * Builds and maintain a positive working relationship with COI's and others in the community to enhance the Bank's image and reputation in the marketplace Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. SKILLS * Must have well-developed sales, interpersonal and negotiating skills. Excellent written and verbal communication skills are necessary. Must have basic accounting and credit skills. Must be detail oriented and possess the proven ability to prioritize complex work assignments. Proven analytical skills and the ability to evaluate credit worthiness are needed. Must be proficient in the use of basic office equipment with an emphasis on calculator and computer. Proficiency in the use of Microsoft Word Excel, Outlook is necessary. Qualifications, Education, and Certification Requirements * Education: A Bachelor's degree in business, finance, banking, or related field is required. Graduation from a recognized school of banking is an asset. * Experience: Minimum of 10+ years' commercial lending experience; Experience should include previous loan structuring and credit analysis responsibilities * Certifications/Specific Knowledge: Extensive knowledge of all Bank products, services, procedures, and practices; Must have an in-depth knowledge of Federal and State lending regulations and Bank policies relating to lending procedures. Familiarity with the local business community is strongly preferred. TRAINING REQUIREMENTS/CLASSES Required annual compliance training; New Employee Orientation PHYSICAL DEMANDS Must be able to effectively access and interpret information on computer screens, documents, reports. This position requires a large amount of time in front of a computer. This can be done sitting or standing with use of the right desk. WORK ENVIRONMENT This position is in a private office. TRAVEL This position may require some travel from time to time. In accordance with Colorado law: Colorado pay for this position is anticipated to be between $130,276.00 - $208,104.00 , actual offers to be determined based on applicant's skills, experience and education. While the anticipated deadline for the job posting is 02-15-2026, we encourage you to submit your application as we may still consider qualified candidates beyond this date. Benefits | SouthState Careers Work Location: 501 S. Tejon St. Colorado Springs, Colorado 80903 Equal Opportunity Employer, including disabled/veterans.

Extraordinary opportunity. Exceptional experience. Sometimes in life, you find yourself in the right place, at the right time, looking at an opportunity so extraordinary it cannot be ignored. At Trucordia, our company is built on wildly successful businesses in our communities across the country, and now we've come together to create the next great insurance brokerage. We offer an unrivaled combination of people, tools and solutions, and deliver exceptional experiences and opportunities for our employees, clients and stakeholders. We celebrate both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Ranked as one of the fastest-growing companies in the U.S. for three consecutive years, we have more than 5,000 team members across 200 offices across the country, who actively, genuinely care about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. Trucordia Values * We actively, genuinely CARE about our clients, each other and the quality of our work, and in every interaction, represent a company that people want to work for and do business with. * We COLLABORATE continuously because, together, we are more powerful and make amazing things happen for our clients and company. * We LEAD with intelligence, hunger, curiosity, energy and a future-focused attitude of "what's next"? * We are RESULT-ORIENTED, growth-focused and driven to out-perform expectations of what an insurance brokerage can achieve. * We CELEBRATE both individual successes and collective accomplishments, making sure the industry recognizes the remarkable company we're building together, as well as the impact we're having on our clients and communities. Job Description We are seeking an experienced Personal Lines Account Manager specializing in insurance to join our team in Greenwood Village CO, United States. In this role, you will be responsible for managing and servicing a portfolio of commercial trucking insurance accounts while ensuring exceptional client satisfaction and retention. * Manage and maintain relationships with existing personal Lines insurance clients * Review and analyze insurance policies to ensure appropriate coverage and compliance * Process policy changes, renewals, and endorsements for insurance accounts * Conduct risk assessments and provide risk management recommendations * Coordinate with underwriters and insurance carriers for policy placement * Handle client inquiries and resolve coverage-related issues * Monitor and ensure compliance and insurance requirements * Prepare insurance documentation, certificates, and policy summaries * Develop and implement client retention strategies * Maintain accurate client records and documentation in CRM system Qualifications * Bilingual (English/Spanish) * Active Property & Casualty (P&C) Insurance License required, Life & Health is a plus * 5 - 10 years of personal lines insurance experience, with specific focus on high-net-worth insurance * Comprehensive knowledge of personal lines insurance products and coverage * Proficiency in insurance policy management and risk assessment * Experience with Sales Force, AMS 360 and MS Office Suite * Excellent account management and client service skills * Strong analytical and problem-solving abilities * Detail-oriented with exceptional organizational skills * Effective written and verbal communication skills Additional Information Compensation: ($60,000-$75,000 annually) compensation will be based on experience and qualifications. Please see our company Benefits: * Medical, Dental, Vision * Life and AD&D insurance * FSA / HSA * Commuter & Child Care FSA * Cancer Support Benefits * Pet Insurance * Accident & Critical Illness * Hospital Indemnity * Employee Assistance Program (EAP) * 11 Paid Holidays * Flexible PTO * 401K Trucordia is an equal opportunity employer. We believe that every employee has the right to work in an environment that is free from all forms of discrimination. It is our policy that all decisions involving any aspect of the employment relationship such as hiring, compensation and training, promotions, transfers, discipline, and termination will be based on merit, qualifications, and abilities. Such decisions will be made without regard to age, ancestry, color, race, national origin, disability, protected medical condition, genetic information, military service, veteran status, citizenship status, religion, creed, sex, gender, gender identity, sexual orientation, pregnancy, childbirth, marital status, or any other condition, characteristic or activity protected by law. Discrimination based on any of these factors is contrary to our operating philosophy. Attention Recruitment Agencies: Trucordia does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered property of Trucordia, and we will not be obligated to pay a referral fee. This includes resumes submitted directly to hiring managers without contacting Trucordia's Talent Acquisition Department.

Job DescriptionBenefits: Hiring bonus 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Patrick Hall - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Simple IRA Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Jenni King - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job Description Rare Disease Account Manager - Hematology / Oncology - Full time, remote in Colorado Cycle Company: Cycle Pharmaceuticals Inc Location: Remote position but candidates will live in Colorado and are local to the nearest airport as this role requires up to 70% travel. Salary range: $140,000 - $170,000 depending on experience Position Summary: This is a full-time position working within our Sales team. The Opportunity We're looking for an experienced and passionate Rare Disease Account Manager within our Oncology team to help drive our mission forward. This is a unique opportunity to be part of something truly meaningful at a pivotal moment in our expansion. These are foundational roles within our newest therapeutic area, giving you the chance to make a real impact and support patients living with rare hematologic and oncologic conditions. You'll join a driven and fast-growing organization with a strong track record in rare diseases, now expanding to help even more patients and their caregivers. You'll have the opportunity to lead engagement with HCPs and clinics across your territory, educate on disease and treatment pathways, and support access via our Cycle Vita patient hub. You'll also collaborate cross-functionally to help drive launch success and build strong relationships across the hematology/oncology landscape. Our Company At Cycle Pharmaceuticals, we believe that Every Single Patient Matters. This is at the heart of why we work and were looking for people to join our team who share our vision. We know that life-changing treatments need life-improving product support to match, because when you put the two together, great things can happen. At Cycle Pharma, we focus on providing treatments and services for patients with neurological, rare metabolic, and rare immunological conditions, most of which are genetic conditions. Some of our patients are diagnosed with a rare disease at birth, others are affected later in life, and some can spend years trying to get diagnosed. No matter what stage our patients or their caregivers are at, we strive to provide them with the support they require. If you want to know more about what we do then, why not check out our website below and look at some of our patient stories: Patient Stories - Cycle Pharma What you will be doing Drive adoption of Cycle Pharmaceuticals leading rare disease therapies across hematology and oncology by engaging with physicians, nurses, and healthcare staff through face-to-face and virtual channels. Build awareness of rare disease conditions, therapeutic solutions, and the individualized support services available through Cycle Vita. Educate providers on prescribing pathways and work closely with our HUB team to streamline patient access to treatments. Identify, engage, and partner with key opinion leaders to support peer-to-peer education and community outreach. Lead territory-level execution of new product launches and marketing strategies to maximize reach and impact. Collaborate cross-functionally with Medical Affairs, Marketing, and Field Leadership to align on strategy and field insights. Ensure accurate CRM documentation, maintain compliance, and develop and deliver quarterly business plans tailored to your market dynamics. What you'll bring Bachelor's degree required. Proven successful field-based sales experience in biopharmaceuticals. Experience in hematology, oncology, and/or rare disease markets strongly preferred. Proven ability to meet/exceed performance goals. Collaborative, ethical, and proactive team player. Strong communication and CRM/data skills. Willingness to travel up to 70%. Valid driver's license and clean driving record. What makes this role special Be part of building something new from the ground up. Make a meaningful difference in the lives of patients with serious, underserved conditions. Work across diverse therapeutic areas and projects. Join a team that values agility, initiative, and collaboration. Learn from leaders with deep experience and strong patient focus. What can we offer to you A homebased, flexible work environment with extensive travel, up to 70%. Competitive salary and performance-based bonus Employer funded private health insurance Life insurance and 401(k) plan Agile working policy and home-based flexibility A fast-paced, supportive, and ambitious work environment Applications At Cycle Pharmaceuticals, we are committed to creating an inclusive, respectful, positive and diverse workplace. We do not discriminate on the basis of race, colour, religion, gender, age, disability, or any other protected characteristic. We actively support and embrace diversity, and we are working to build a team that reflects a wide range of backgrounds and perspectives. We value your unique contributions and encourage you to join us in shaping a more inclusive future. If you require any reasonable adjustments - whether during the application process or in the workplace - we will be happy to support your needs. At Cycle, equality, inclusion, and respect are at the core of everything we do. We fully comply with all applicable employment laws, including those related to non-discrimination, work authorization, and employment eligibility verification.

Who is Connecteam: Connecteam is a TLV-based startup that's on a mission to change the work experience for 80% of the world's global workforce - the deskless employees. Our business management platform helps thousands of businesses thrive by taking away the daily hustle and complexities of managing teams, so they can have the peace of mind to grow and run their business. What's the job? We are looking for a driven and dynamic Account Manager to join our team. In this role, you will be responsible for identifying and executing opportunities to expand our existing customer base and increase revenue through upselling and cross-selling. You will work independently and collaborate closely with our SDR and CSM teams to drive growth. Responsibilities: Identify and execute upselling and cross-selling opportunities with existing customers. The Account Manager position is a quota-carrying position; you will own the full sales cycle, managing your own account pipeline and contributing to the team's pipeline. Becoming a product expert Analyze customer data to identify expansion opportunities. Be the face of the company - Connecteam is known for our outstanding customer service and approach Collaborate with SDR and CSM teams to ensure a seamless customer experience. Influence the product based on customers' demands and needs Manage multiple tasks and projects in a fast-paced and high-pressure environment. Initiative, independence and ownership Requirements: One year of experience as an Account Manager/Account Executive at a SaaS company - MUST Energetic, positive, and motivated - MUST Strong customer relationship skills and the ability to interact with individuals at all levels in an organization. Ability for self-learning and highly independent Strong team player with excellent communication and collaboration skills. Ability to thrive in a high-pressure and busy work environment. Working remotely from 9:00 AM to 6 PM Monday-Friday. If you are passionate about selling, driving growth and have the required experience and skills, we would love to hear from you! Hiring process with us: At Connecteam, we aim to complete our hiring processes at lightning speed, keeping the time between when we receive your CV until you (hopefully) sign with us super short, communicative and transparent. Benefits: Medical coverage. Insurance plan. Paid time off for vacation, sick days. 401(k) Salary range: 140-160K We are accepting applications from employees working in the following states: Texas, New York, South Carolina, North Carolina, Colorado, Florida, Utah, and Georgia.

Job DescriptionBenefits: License Reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Dental insurance ABOUT OUR AGENCY: Ive been a State Farm agent since 2008, and today our team includes five experienced professionals with more than 70 years of combined industry experience. That depth of knowledge allows us to serve customers confidently while still keeping the office atmosphere relaxed and enjoyable. Were a competitive, goal-oriented team that works hard, supports one another, and has fun along the way. We offer benefits including a 401k along with health and dental coverage to support our teams long-term success. Were looking for someone who enjoys working toward goals in a team-focused environment and appreciates a balance of performance and personality. If youre motivated, collaborative, and want to be part of a seasoned group that takes pride in what they do, this is a great place to grow. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Chris Hard - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Rusty Fanning - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Hiring bonus Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Kortney Schultz - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: Our agency has been serving the community for over 11 years, with two locations in Fountain and Colorado Springs, CO. We have a dedicated team of nine professionals who believe in a work hard/play hard mentality. We set high standards for ourselves and have fun reaching our goals together. If you are a disciplined team player who truly cares about people, we can train the rest. With a background in Exercise Science, our agency owner is actively involved in the local sports community, coaching across multiple sports fields. We take pride in supporting local schools, churches, and non-profits. Our team enjoys a supportive and energetic environment, along with great benefits, including a 401k plan, group life insurance, paid time off, sick leave, and early closings at 4:00 PM on Fridays. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Kreg Kell - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: Salary Plus Commission Bonus based on performance Competitive salary Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Drake Good - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionROLE DESCRIPTION: My agency has been in the Springs for 8 years! We have been high producing agency since 2017. We are very proud of the family culture and fun we have in our office. We are looking for a great addition to the team! Your earning potential can exceed 90-100k depending on your production. As Account Manager - State Farm Agent Team Member for Reeves Maddox - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: License reimbursement 401(k) Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for Matt Fitzpatrick - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us! Job Description: This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and providing exceptional client care. Job expectations include proactively connecting with clients through outbound calls and conducting consistent follow-up routines. Responsibilities: Partners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities Assists, educates, and trains clients on conducting simple transactions through self-service technologies Leverages available resources, technologies, and processes to optimize the client experience and deliver operational excellence and accuracy Adheres to established processes, laws, and guidelines in performing day-to-day activities, such as opening accounts, account maintenance, and Digital Assisted Shopping Manages client interactions by taking the best course of action for the bank and its clients and abiding by all regulatory requirements Required Qualifications: Minimum of one year demonstrated sales experience in a relationship-oriented and client-centric environment In lieu of one year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or Relationship Manager Business Owner Specialist (RMBOS) at Bank of America for a minimum of six months Enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client Collaborates effectively to get things done, building and nurturing strong relationships Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives Confident in identifying solutions for helping new and existing clients based on their needs Strong written and verbal communications skills Can communicate effectively and confidently and is comfortable engaging all clients (in-person and by phone) Ability to learn and adapt to new information, technology platforms, handle ambiguity and adapt to changing circumstances Applies strong critical thinking and problem-solving skills to meet clients' needs Demonstrates effective time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously Is a commissioned notary or can successfully obtain a notary commission in the state you work within a few months of start date in role (exact timeframe varies by location due to differing state laws) Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance Desired Qualifications: Associate's Degree or Bachelor's Degree in business, finance or a related field Experience working in a financial center where goals were met or exceeded Retail and/or sales experience in a salary plus incentive environment Experience working in an environment with individual and/or team goals where goals were routinely met or exceeded Experience with financial information, spreadsheets and financial skills Knowledge of banking products and services Strong computer skills including Microsoft applications and previous experience utilizing laptop technology Skills: Active Listening Business Acumen Customer and Client Focus Oral Communications Problem Solving Account Management Client Experience Branding Client Management Client Solutions Advisory Relationship Building Business Development Pipeline Management Prospecting Referral Identification Referral Management Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent This job will be open and accepting applications for a minimum of seven days from the date it was posted. Shift: 1st shift (United States of America) Hours Per Week: 40 Pay Transparency details US - CO - Colorado Springs - 2791 N Gate Blvd - Flying Horse (CO1151) Pay and benefits information Pay range$25.00 - $31.37 hourly pay, offers to be determined based on experience, education and skill set.Formulaic incentive eligible This role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee's performance against defined metrics.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) in Consumer and Small Business Banking, as part of Branch Banking. Learn more about the career areas and business divisions at wellsfargojobs.com. Upon required licensing and SAFE registration, the Senior Branch Premier Banker LP (SAFE) employee will transition to the Senior Branch Premier Banker (SAFE) role. The following job profile is intended to provide a general sense of what Senior Branch Premier Bankers do; however, the day-to-day duties and responsibilities will differ from branch to branch and even banker to banker depending on several variables, including (but not limited to) years of experience, complement of clients serviced, banking services and options of various clients, and client needs. In this role you will: * Employees who are not fully licensed at the time of hire will participate in the Branch Banking Licensed Banker licensing program as a Senior Branch Premier Banker LP (SAFE). This is a temporary position until employee has successfully completed licensing requirements. Upon successful completion, employees will transition to the Senior Branch Premier Banker (SAFE) role and perform the following duties: * Proactively acquire new affluent consumer and small business customers, and deepen existing relationships, through outreach and pre-planned appointments * Review and analyze moderately complex customer concerns for possible resolution though discretionary application of applicable resolution protocols * Escalate banking related issues or business risks that require an in-depth evaluation * Advise customers on various aspects of recommended and available financial options and services * Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for business, mortgage, retirement, and investment services, then partner closely with peers in Business Banking Advisory Services, Mortgage and Wealth and Investment Management to best meet the previously identified needs and goals, consistent with clients' overall financial circumstances and goals * Understand and manage risks in the business by adhering to policies, procedures and controls and ensuring compliance with applicable laws, rules, and regulations * Collect information directly from customers regarding income, assets, investments, and credit; analyze information to develop customized plans identifying Wells Fargo's banking options and services that will best meet customers' financial needs and goals * Build relationships with branch colleagues, affluent customers, and partners to acquire, deepen, and retain relationships, and to also help customers succeed financially * Exercise independent judgement and discretion in managing client relationships through regular meetings to review financial condition and goals, provide advice regarding banking services and options to meet changing circumstances * Be an active member of the branch team, including providing guidance to other branch employees on developing relationships and managing moderately complex to complex client needs * This SAFE position has customer contact and job duties which may include the offering/negotiating of terms and/or taking an application for a dwelling secured transaction. As such, this position requires compliance with the SAFE. Mortgage Licensing Act of 2008 and all related regulations. Ongoing employment is contingent upon meeting all such requirements, including acceptable background investigation results. Individuals in a SAFE position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: * 4+ years of customer service experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education * 3+ years of experience building and maintaining effective relationships with customers and partners * 3+ years of experience recommending products and services Desired Qualifications: * Financial services industry experience in one or a combination of the following: corporate, consumer, mortgage, investments, brokerage, or private banking * Experience recommending financial services products and services * Successfully completed FINRA Series 6 and 63 exams (or recognized FINRA equivalents) to qualify for immediate registration * State Insurance license(s) * 3+ years of experience in a licensed financial services position * Customer service focus with experience handling complex transactions across multiple systems * Proficient with proactively sourcing, acquiring, building, and maintaining relationships with customers and colleagues * Excellent verbal, written, and interpersonal communication skills * Knowledge and understanding of book of business processes to actively manage a group of Wells Fargo customers to meet their needs and grow the business * Knowledge and understanding of Branch Banking compliance controls, risk management, and loss prevention * Ability to follow policies, procedures, and regulations * Ability to educate and connect customers to technology and share the value of self-service digital banking options * Experience using strong business acumen to provide financial services consultation to small business customers * Knowledge and understanding of financial services consumer lending products * Ability to interact with integrity and professionalism with customers and employees * High motivation with ability to successfully meet team objectives while maintaining individual performance * Experience mentoring and peer-coaching others Job Expectations: * Ability to work a schedule that may include most Saturdays * Adherence to Wells Fargo sales practices risk management culture * Current registration for FINRA Series 6 and Series 63 (or FINRA recognized equivalents) is required for this role or must be completed within a specified period. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite will be required * For the following states where hired, FINRA Series 65 (or equivalent) will also be required to be completed within a specified period: AK, AL, CT, DE, HI, IA, ID, IN, KS, MD, MI, MN, MS, MT, NC, ND, NE, NM, OR, SC, SD, TN, TX, UT, VA, WA, WI, and WY. The State of WY permits referral-only licensed bankers to receive the IAR registration without completing the Series 65/66 exam requirement. This list of states is subject to change and Series 65 (or equivalent) licensing requirement would be based on current state requirements during employment * State Insurance license(s) are required for this role and must be completed within a specified period * Licensing requirements and expected completion timeline determined by the number of licenses needed) will be communicated to the candidate upon offer acceptance * Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA review process at the time of offer acceptance. This position requires SAFE registration at the time of employment. Wells Fargo will initiate the SAFE registration process immediately after your employment start date. The Nationwide Mortgage Licensing System (NMLS) website (************************************************* provides the MU4R questions and registration required for employment in this position * Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness, and criminal background standards. * A current credit report will be used to assess your financial responsibility and credit fitness; however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary * This position is not eligible for Visa sponsorship Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities. $30.50 - $55.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. * Health benefits * 401(k) Plan * Paid time off * Disability benefits * Life insurance, critical illness insurance, and accident insurance * Parental leave * Critical caregiving leave * Discounts and savings * Commuter benefits * Tuition reimbursement * Scholarships for dependent children * Adoption reimbursement Posting End Date: 8 Feb 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Job DescriptionBenefits: Hiring Bonus Salary Plus Commission Bonus based on performance Competitive salary Flexible schedule Opportunity for advancement Paid time off Training & development ABOUT OUR AGENCY: I have been a State Farm agent since 2004. Our agency has received awards including: President's Club, Chairman's Circle, Ambassador Travel, and Million Dollar Round Table. Our mission is to help people manage the risks of everyday life, recover from the unexpected and realize their dreams. Our busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of 9 highly motivated individuals. We take exotic company trips, our motto is family first and business second. We are customer-focused, relationship-focused and quality focused. ROLE DESCRIPTION: As Account Manager - State Farm Agent Team Member for David Topolnicki - State Farm Agent, you are vital to our daily business operations and customers success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments. You improve the lives of our customers by proactively marketing relevant products and services. Grow your career as you better your community. As an attentive, sociable, and sales-minded professional, we are eager to have you on our team. RESPONSIBILITIES: Develop and maintain customer relationships to drive retention and growth. Conduct policy reviews and provide recommendations to customers. Oversee the resolution of complex customer issues. Use your knowledge of our insurance products to recommend, explain and sell policies to both cold and warm leads. QUALIFICATIONS: Experience in insurance sales or account management preferred. Leadership and interpersonal skills. Proven track record of meeting sales targets. Willingness to engage in sales conversations.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Location: Colorado Springs, CO Schedule: Monday Friday, 8:30 AM 5:00 PM Are you a detail-oriented, proactive professional with experience in bookkeeping, finance, HR, or office administration? Our team is looking for a highly organized Account Manager to oversee bookkeeping, record-keeping, and administrative tasks in a fast-paced, customer-focused environment. Key Responsibilities: Manage bookkeeping, record-keeping, and financial transactions Oversee office administration and maintain organized records Handle payroll, invoicing, and general accounting tasks Ensure compliance with office policies and financial procedures Provide administrative support and assist with HR-related functions Follow precise directions and maintain accuracy in all tasks Work independently while contributing to a team-oriented environment Qualifications: Some college education required Background in finance, accounting, bookkeeping, or HR preferred Highly organized and able to manage multiple tasks efficiently Self-reliant, proactive, and a strong problem solver Excellent attention to detail and ability to follow structured processes Strong communication and time-management skills