Associate, Internal Business Development Support

Associate, Internal Business Development SupportDenver, COReports to Director, Investment Solutions Role Summary We’re looking for a relationship-driven, detail-oriented professional who thrives in a fast-paced environment and enjoys helping advisors succeed. This is more than an operations role — it’s an opportunity to become a trusted partner to advisors, collaborate across departments, and play a meaningful role in delivering innovative investment solutions.Key ResponsibilitiesPartner With Advisors & Internal TeamsHelp educate and onboard advisors to Elevation Point’s investment and OCIO solutions Support advisors with portfolio implementation, operational requests, and investment-related questions Serve as a key connection point between advisors, custodians, investment sponsors, and internal teams Coordinate across trading, due diligence, marketing, and operations to ensure a seamless experience Drive Business Growth & Client ExperienceAssist in delivering customized portfolio solutions and operational enhancements Support advisor teams with tools and solutions including direct indexing, securities-based lending, margin capabilities, and dollar-cost averaging Help maintain strong vendor and custodial relationships Contribute to quarterly investment updates and strategy communications Become a Product & Market ExpertBuild expertise across mutual funds, SMAs, alternatives, model portfolios, and derivative-based solutions Stay current on investment trends, manager performance, and portfolio strategies Develop a strong understanding of technology platforms and operational capabilities tied to investment offerings Preferred QualificationsBachelor’s degree in Business, Finance, or a related field FINRA Series 7 and 66 (or 65) preferred 4–6 years of experience in financial services or wealth management Experience with CRM systems (Salesforce preferred) A solutions-oriented mindset with strong attention to detailSalary:$60,000-$70,000 (plus commission)