{"schemaVersion":"jobsearcher.job.v1","id":"73b6ec08f8806f2e6cef8f6f","url":"https://jobsearcher.com/jobs/73b6ec08f8806f2e6cef8f6f","canonicalUrl":"https://jobsearcher.com/jobs/73b6ec08f8806f2e6cef8f6f","title":"Associate, Internal Business Development Support","description":"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)","company":"Elevation Point","rawCompany":"elevation point","city":"Denver","state":"CO","isRemote":false,"isActive":false,"createdAt":"2026-05-10T03:59:28.477Z","occupations":[{"code":"41-3031.00","title":"Securities, Commodities, and Financial Services Sales Agents","slug":"securities-commodities-and-financial-services-sales-agents"},{"code":"41-3091.00","title":"Sales Representatives of Services, Except Advertising, Insurance, Financial Services, and Travel","slug":"sales-representatives-of-services-except-advertising-insurance-financial-services-and-travel"},{"code":"41-9099.00","title":"Sales and Related Workers, All Other","slug":"sales-and-related-workers-all-other"}],"industries":[{"code":"523940","title":"Portfolio Management and Investment Advice","slug":"portfolio-management-and-investment-advice"},{"code":"523999","title":"Miscellaneous Financial Investment Activities","slug":"miscellaneous-financial-investment-activities"},{"code":"523150","title":"Investment Banking and Securities Intermediation","slug":"investment-banking-and-securities-intermediation"}],"jobPosting":{"@context":"https://schema.org","@type":"JobPosting","title":"Associate, Internal Business Development Support","description":"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)","datePosted":"2026-05-10T03:59:28.477Z","dateModified":"2026-05-10T03:59:28.477Z","hiringOrganization":{"@type":"Organization","name":"Elevation Point","sameAs":"https://jobsearcher.com"},"jobLocation":{"@type":"Place","address":{"@type":"PostalAddress","addressLocality":"Denver","addressRegion":"CO","addressCountry":"US"}},"identifier":{"@type":"PropertyValue","name":"JobSearcher","value":"73b6ec08f8806f2e6cef8f6f"},"url":"https://jobsearcher.com/jobs/73b6ec08f8806f2e6cef8f6f"}}