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Location: Fort Collins, Colorado

About Trail Ridge Wealth Management

Our Company

Trail Ridge Wealth Management, Inc. (TRWM), provides wealth management services to high-net-worth individuals and families and the trusts and charities they create. Services are provided through two wholly owned subsidiaries: Trail Ridge Investment Advisors, LLC (TRIA), is an independent SEC-registered investment adviser offering customized integrated financial planning and investment management solutions, and Trail Ridge Trust Company, LLC (TRTC), is a Wyoming-chartered, non-depository trust company offering trust, estate, and other fiduciary services. TRIA has offices in Fort Collins and Denver, Colorado, and TRTC has offices in Cheyenne, Wyoming. TRWM is owned by its five founders, who are active in the company as officers and/or directors.

Why Work at Trail Ridge Wealth Management?

TRWM’s culture is rooted in core values of honesty, integrity, mutual trust and respect, individual empowerment, and accountability. We provide opportunity, nurture talent, invest in our people, and reward achievement. You will be joining a culture that promotes functional excellence and teamwork and a passion for learning, and which values employee input to help shape the company’s growth and future.

About the Client Coordinator Role

We pride ourselves in delivering an exceptional experience to our clients. Good communication with our clients is critical: it must be timely, responsive, and delivered with empathy and a sense of urgency. The Client Coordinator plays an important role in defining the day-to-day experience of the company’s clients. The Client Coordinator not only interacts regularly with clients in servicing their accounts, but also with their account custodians. The successful candidate will join an experienced team of advisors and professionals servicing high net-worth individuals and the trusts and charitable organizations they create and will have a commitment to and passion for delivering exceptional service to the company’s advisors, clients, and associates.

Client Interaction and Relationship Management

Client Service

·      Serve as a point of contact for TRWM clients, handling inquiries, requests, and money movement and resolving issues in a timely, professional, and empathetic manner, consistent with TRWM Service Standards, as directed

·      Refer client requests to appropriate colleagues, as needed

·      Process IRA qualified charitable distributions

·      Work closely with advisors and trust officers to serve various client needs

·      Maintain client confidentiality and assist in identifying potentially fraudulent activity

Client Meeting Preparation

·      Prepare and organize meeting materials, including performance reports, agreements or forms that need to be updated, etc.

·      Schedule meetings, consistent with the frequency and format specified in their Client Priorities and Communications Preferences forms, as directed

Client Education. Show clients how to read custodian and/or trust statements and access and navigate custodian and company online portals.

Operational and Administrative Support

Account Setup and Maintenance

·      Prepare and process client paperwork and documentation, including new account acceptance forms, account applications and related documents, asset transfer forms, and investment advisory agreements

·      Initiate and monitor custodian service requests and communicate with custodians as needed to resolve such requests

·      Contact financial services companies and other service providers on behalf of TRTC clients, as directed, to add TRTC as an authorized party, to obtain relevant documentation, etc.

·      Complete documents accurately and timely

·      Properly save documents to the client file, consistent with TRWM’s service standards

·      Maintain digital signature (e.g., DocuSign) templates

CRM Utilization

·      Use and maintain the company’s client relationship management (CRM) software (e.g., Wealthbox) to track all client information and interactions

·      Use the CRM to organize tasks and track workflows

·      Set up new clients in the CRM as part of the new client onboarding process

·      Input and update CRM data accurately and completely

Backup for Administrative Support Functions, including:

·      Pay bills and make disbursements on behalf of clients, as instructed

·      Answer and route office phone calls and emails

·      Process mail: Retrieve, scan, label, save according to our policies and procedures

·      Manage office supply inventory and office equipment

·      General office organization

·      Office vendor management

General

·    Service Standards.  Comply with TRWM’s service standards.

·    Compliance. Comply with company policies and procedures and applicable laws and regulations.

·  Workflows and Processes. Use workflow and business process management systems to provide transparency and accountability regarding task progress and completion.

·  Accuracy and Timeliness. All functions are expected to be completed accurately, thoroughly, and according to the timeframes prescribed in TRWM’s service standards. If no standard is prescribed, functions should be completed in a timely manner that is appropriate to the circumstances.

·   Communication with Colleagues. Communicate early and often regarding workload, time management, and ability to complete tasks in a timely manner.

·      Complete other tasks as assigned.

Trail Ridge Values

·      Accountability. I take ownership of decisions and results within the scope of my role.

·      Initiative.  I identify what needs to be done and take appropriate action without needing to be asked.

·      Adaptability. I recognize and am open to changing circumstances and alter my behavior as necessary.

·      Collaboration. I work in partnership with others to accomplish goals and tasks.

·      Client Focus. I understand and anticipate clients’ needs and take action to exceed their expectations. If my role is not client facing, I consider and understand how my work affects our clients and am guided by that focus

·      Learning Orientation. I develop my knowledge, skills, and abilities to continuously improve.

Qualifications

●    High school diploma required; bachelor’s degree preferred

●    Minimum of 2 years of experience in the financial services industry; at least 3 - 5 years of such experience preferred

●    Superior organizational, time management, and written and oral communication skills

●    Process-driven and proactive with excellent problem solving and analytical skills

●    Excellent attention to detail and ability to focus

●    Ability to manage multiple tasks, systems, and processes while meeting deadlines

●    Experience with Microsoft Office, particularly Excel and Word, required

●    Familiarity with Google Workspace and DocuSign preferred

●    Ability to lift 20 pounds

●    Valid driver’s license

●    Pass a basic computer skills assessment

Benefits

In addition to rewarding and meaningful work, we offer, for eligible employees depending on the number of hours worked*:

• 401(k) qualified retirement plan with company match
• Medical and dental plans
• Paid life insurance
• Paid short-term and long-term disability coverage
• 10 paid holidays per year
• Generous paid time off (PTO) program

* TRWM’s Employee Handbook contains details regarding eligibility for each benefit program

Compensation: $20-30 hourly, depending on experience and qualifications.

Work Hours: This is a full-time position (40 hours per week) in our Fort Collins office.

• Commercial Litigation (high-stakes business disputes, trials, arbitrations, and appellate work)
• Real Estate (acquisitions, dispositions, financing, leasing, development, and related litigation)
• Corporate Transactions (M&A, private equity, capital markets, securities, and general corporate counseling)

• Significant experience at a reputable law firm, with a proven track record of client origination and development
• Deep expertise in one or more of the targeted practice areas, with the ability to collaborate across firm disciplines (e.g., tax, litigation, corporate)
• Admission to the bar in the relevant office jurisdiction (multiple admissions a plus)
• A client-focused, entrepreneurial mindset aligned with our collaborative and innovative culture

Confidential Opportunity – Live-In - Personal / Executive Assistant to UHNW Founder

A globally active founder and investor is seeking an exceptional Personal / Executive Assistant to operate at the center of a fast‑moving business and lifestyle portfolio.

This is a highly trusted role supporting a principal whose schedule spans international business, investments, travel, and private engagements. The individual in this position will act as the operational gatekeeper ensuring the principal’s time, communication, and logistics run seamlessly.

Key responsibilities include managing a complex global calendar, coordinating high‑level meetings, handling confidential communications, overseeing personal and lifestyle logistics, and planning detailed international travel including private aviation, luxury accommodations, and ground transportation.

The ideal candidate has experience supporting senior executives, founders, or ultra‑high‑net‑worth individuals and is known for discretion, sound judgment, and the ability to anticipate needs before they arise. This role requires exceptional organization, strong communication skills, and comfort operating in a dynamic, high‑expectation environment.

Flexibility for variable hours and occasional travel is required.

This is a rare opportunity to work closely with a globally active entrepreneur and gain exposure to international business and investment activity.

This search is confidential.

Qualified candidates may submit a resume and brief introduction outlining experience supporting senior executives or high‑net‑worth principals.

Executive Housekeeper / Family Assistant

Manhattan, NY | Occasional Time in Stony Brook, Long Island

$38–$45/hour DOE | 35 Guaranteed Hours

A private Manhattan family is seeking a professional Executive Housekeeper / Family Assistant to support the organization, cleanliness, and day-to-day functionality of their home. The ideal candidate is a detail-oriented household professional with experience in high-end private residences who takes pride in maintaining an exceptionally organized and well-run household.

The family has three school-aged children (13, 8, and 8); however, the primary focus of the role is executive housekeeping and household support, with occasional assistance with family logistics as needed.

This position is ideal for a career housekeeper or experienced household assistant seeking a long-term role with a respectful UHNW family.

• Monday–Friday: approximately 12:00 PM – 6:30 / 7:00 PM
• ~35 guaranteed hours weekly
• One day per week focused primarily on deep cleaning and household organization
• On school holidays or when children are home, schedule may shift to approximately 9:00 AM – 5:00 PM
• Flexibility appreciated depending on the family’s schedule

• Primary residence: Manhattan
• Secondary residence: Stony Brook, Long Island
• Candidate must be comfortable occasionally working at the Long Island residence when the family is staying there. PRIMARILY DURING THE SUMMER (JULY/AUGUST) WHEN THE FAMILY IS PRIMARILY BASED IN LONG ISLAND

Executive Housekeeping (Primary Focus)

• Full-charge housekeeping and daily upkeep of the home
• Deep cleaning and maintaining high presentation standards
• Family laundry, linens, and wardrobe care
• Closet and home organization
• Managing household inventory and supplies

Household Support

• Grocery shopping and household errands
• Light meal preparation for the family
• Supporting smooth day-to-day household operations

Light Family Assistance

• Occasional driving/walking of younger children to activities (2-3 days per week) Vehicle not needed while in Manhattan as all activities are in walking distance 
• Light support with afternoon family logistics as needed

The family travels frequently throughout the year. During approximately 6–8 weeks annually when the family is away, the candidate will still receive full guaranteed pay, even when services are not required.

• Prior private household experience required
• Experience supporting high-net-worth or ultra-high-net-worth families strongly preferred
• Highly organized with excellent attention to detail
• Professional, discreet, and proactive
• Valid driver’s license and clean driving record
• Comfortable occasionally driving children (family vehicle provided)

$38–$45/hour DOE

~35 guaranteed hours per week

Paid during family travel

Long-term opportunity with a respectful private family

Executive Assistant to Managing Partner

Wealth Management Firm

Salary: $75,000–$85000 (DOE)

Location: Raleigh | Hybrid/In-office

We are seeking a high-level Executive Assistant to support the Managing Partner of a fast-paced wealth management firm serving high-net-worth clients.

This is not a traditional admin role. We’re looking for a strategic, highly intelligent, and driven professional who thrives in a dynamic environment and can operate as a true right hand — anticipating needs, managing complexity, and keeping a high-performing executive on track.

Key Responsibilities

Own and manage a complex, constantly changing calendar

Act as a strategic gatekeeper and priority manager

Coordinate business and limited personal/family commitments

Support technology and operational projects

Communicate with high-value clients with professionalism and discretion

Anticipate needs and solve problems before they arise

Ideal Candidate

Highly organized and a master of scheduling

Confident, proactive, and comfortable holding a leader accountable

Thrives in a fast-paced, high-expectation environment

Strong technology skills and quick learner

Exceptionally discreet with strong emotional intelligence

Qualifications

5+ years supporting senior executives or founders

Experience working with high-net-worth clients preferred

Advanced calendar management and organizational skills

A boutique real estate investment firm with approximately $1B in assets under management and ~2,500 units is seeking a Senior Director of Acquisitions to lead deal sourcing and execution across its multifamily investment platform.

This is a senior, entrepreneurial role for someone who can generate opportunities, underwrite them quickly, and drive transactions through closing. We are not seeking a pure analyst. The right person will have a strong broker network, proven sourcing ability, and the confidence to work directly with senior leadership to identify and close compelling investments.

The firm operates with a lean team and a hands-on approach, providing meaningful deal ownership and significant upside participation.

Platform Overview

• ~$1B in assets under management
• ~2,500 units owned and operated
• Active in Los Angeles, Atlanta, NYC/Brooklyn, with expansion across California, the Southeast, and the East Coast
• Historically funded through a deep network of high-net-worth investors and international capital sources, with a programmatic investment vehicle currently being developed
• The firm has delivered strong historical performance, achieving approximately 2.75x equity multiples and ~28% IRRs, with a typical investment target of 2x equity multiple and 15%+ net IRR over a 5-year hold.

What You Will Do

• Source new investment opportunities through broker relationships, owners, lenders, and industry networks
• Identify off-market and value-add multifamily opportunities
• Quickly evaluate deal feasibility and investment potential
• Build underwriting models and investment analyses
• Prepare investment summaries and present opportunities to the CEO
• Lead deals from initial sourcing through LOI, due diligence, financing, and closing
• Work closely with asset management to execute the business plan
• Assist with refinances and dispositions during the hold period
• Represent the firm at industry events and maintain strong brokerage relationships

This is a full-cycle acquisitions role requiring both deal generation and technical underwriting capability.

Ideal Candidate Profile

• 7+ years of real estate investment or acquisitions experience
• Current role may include Senior Acquisitions Associate, Acquisitions Manager, Director of Acquisitions, or VP-level acquisitions professional
• Strong broker relationships and deal sourcing track record
• Deep understanding of multifamily and value-add investment strategies
• Advanced Excel underwriting and financial modeling skills
• Comfortable working directly with senior leadership in a fast-paced, entrepreneurial environment
• Confident communicator who can move quickly from opportunity to execution
• Multifamily experience is preferred, though broader commercial real estate investment backgrounds will be considered.

Compensation & Upside

Base salary is flexible depending on experience, with participation in:

• Acquisition fees
• Promote participation
• Disposition fees

For high-performing dealmakers who consistently source and close opportunities, total compensation can exceed $500K+ in strong years.

The Opportunity
As a Structured Investments Consultant, you will work closely with a variety of internal and external stakeholders—including bank issuers, third-party distributors, the internal trading desk, and financial advisors on a comprehensive range of offerings.

The Team

The Alternative and Structured Investment team’s mission is to empower advisor practices, agencies, and MassMutual to excel in the high-net-worth space by offering open architecture solutions and expertise. We are dedicated to helping clients achieve their financial goals to grow and transition their wealth through informed investing.

The Impact

The Structured Investment Desk is a high-growth area for MassMutual. With the addition of this new role, we’re accelerating momentum and expanding our capabilities in this space. This investment not only supports continued growth but also strengthens our ability to scale and provide broader coverage across the field.

Key responsibilities include, but are not limited to:

• Assist financial advisors in the implementation of structured notes and market-linked CDs as part of broader client portfolios.

• Assist with product training and insights to advisors, focusing on live business cases and real-time market conditions.

• Enhance and create educational resources, ensuring advisors are equipped with up-to-date knowledge on structured notes and market-linked CDs.

• Collaborate with trading and operations teams to ensure smooth and efficient client onboarding experience.

• Leverage technology to drive process efficiencies and improve team workflows.

• Apply your understanding of portfolio management to recognize how structured investments fit into broader financial plans, supporting client goals.

The Minimum Qualifications

• Bachelor’s Degree

• Series 7 at time of application or within 90 days of start date

• 2+ years of experience with investment solutions in the insurance/financial services industry and/or within financial institutions.

The Ideal Qualifications

• Experience with more complex investments and solutions such as Structured Products / Investments.

• Effective at cultivating relationships with all levels of the organization.

• Self-motivated with excellent organization and keen attention to detail.

• Strong written and verbal communication skills.

• Ability to thrive in a fast-paced independent broker-dealer environment.

• Strategic mindset with the capability to work cross-functionally in a collaborative environment.

What to Expect as Part of MassMutual and the Team

• Regular meetings with the Product and Investments team.

• Focused on one-on-one meetings with your manager.

• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran, and disability-focused Business Resource Groups.

• Access to learning content on Degreed and other informational platforms.

• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits.

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