New Client Engagement Liaison
Location: Denver Tech Center (In Person)
Who You Are
- You've spent time in financial services or wealth management, likely at a larger firm; Charles Schwab, Fidelity, TIAA, Morgan Stanley, JP Morgan Chase, RIAs, etc. You're now ready for something more dynamic, entrepreneurial, and impactful
- You're a natural connector-someone who builds rapport fast and creates real value in every interaction
- You have B2B sales chops-you understand how to sell ideas, build trust, and move people toward a decision
- You're familiar with (or eager to learn) the RIA space, investment management, and financial planning
- You've worked with CRM systems (Salesforce is a plus), and you're comfortable keeping outreach clean and organized
- You're not afraid of rejection-you handle objections like a pro and always bring it back to value
- You're curious, proactive, and persistent. You want the win-but you're also focused on doing what's right for the client
- FINRA Series 65 is a plus-or you're willing to earn it
About EdgeRock Wealth Management
EdgeRock Wealth Management is a client- and culture-first RIA that's growing fast and thinking big. We're not just scaling-we're building something meaningful. Our team is made up of high-performers who bring energy, drive, and a passion for helping clients live better financial lives.
We believe in hiring people who are already thriving but want more-more impact, more opportunity, and more room to run.
This role is ideal for someone who's worked at a larger financial institution or wealth management firm, knows the ropes, but wants to break out of the bureaucracy and into a fast-paced, entrepreneurial environment where they can actually move the needle.
About the Role
We're looking for a New Client Engagement Liaison who brings a wholesaler mindset to the table-someone who's savvy, strategic, and thrives in a B2B-style sales role, connecting qualified high-net-worth individuals to our advisor team.
You'll be the connector between interest and action: engaging with warm leads, building rapport, and getting the right people in front of our advisors. Whether the lead comes from a digital campaign, a client referral, or a seminar event, your role is to establish trust quickly, qualify thoughtfully, and convert consistently.
The right candidate has experience in financial services, wealth management, or a related field-someone who understands the stakes and the opportunity, and is excited to work alongside a high-performing advisor team to drive growth.
Success means ensuring our advisors have 3-5 new qualified prospect meetings per week each, and that every conversation is an opportunity to bring someone closer to life-changing financial guidance.
What You'll Do
- Own the front-end of the sales funnel-initiating meaningful conversations and booking qualified meetings for our advisors
- Make 50+ calls a day across inbound inquiries, warm referrals, event attendees, and outbound outreach
- Connect directly with prospects from our marketing channels (TV, email, events, digital, and more)
- Qualify HNW individuals ($500K+ investable assets) using a consultative, relationship-first approach
- Help plan and run in-person prospecting events, ensuring follow-up is timely and thoughtful
- Partner with advisors and leadership to continually refine outreach strategy and increase conversion
- Track key metrics and use CRM tools to stay on top of every opportunity
Who You Are
- You've spent time in financial services or wealth management, likely at a larger firm, and you're ready for something more dynamic, entrepreneurial, and impactful
- You're a natural connector-someone who builds rapport fast and creates real value in every interaction
- You have B2B sales chops-you understand how to sell ideas, build trust, and move people toward a decision
- You're familiar with (or eager to learn) the RIA space, investment management, and financial planning
- You've worked with CRM systems (Salesforce is a plus), and you're comfortable keeping outreach clean and organized
- You're not afraid of rejection-you handle objections like a pro and always bring it back to value
- You're curious, proactive, and persistent. You want the win-but you're also focused on doing what's right for the client
- FINRA Series 65 is a plus-or you're willing to earn it
Why EdgeRock?
We live by our values:
- Dedication - We show up to make an impact
- Resourcefulness - We find a way forward
- Empathy - We always put people first
- Tirelessness - We push for better, every time
This isn't a script-reading, churn-and-burn sales job. This is a high-impact, high-growth opportunity where the right person will play a pivotal role in our next chapter.
If you've worked in financial services but always felt like you were just a number-this is your chance to step into a role where you can make a difference, grow with a firm that values your insight, and be part of something that's scaling fast and doing it the right way.
Compensation & Benefits
- Base Salary: $50K-$70K
- Uncapped performance-based comp - the more you connect, the more you earn
- Full benefits package - health, 401(k), PTO, and more
- Direct visibility with leadership and real career growth opportunities within a scaling RIA