4 director client relationship jobs found in Colorado Springs, CO

Description Summary: The Mortgage Loan Officer - Retail position provides Simply the Best customer service to each customer at all times. Responsibilities include using internal and external referral sources to develop mortgage loan business; builds and maintains business relationships within the community. Duties & Responsibilities: Develops new and expands internal and external referral sources to grow mortgage business Using consultative selling techniques, advises clients on mortgage loan options and other financial products. Provides excellent customer service from approval through closing, working closely with loan origination sources to secure and verify all information required for underwriting. Responsible for maintaining client relationships. Advises customers on the completion of loan applications. Performs other duties as assigned. Basic Qualifications: High school diploma or GED...

Job Title: Retirement Plan Consultant - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Retirement Plan Consultant serves as a key member of the retirement advisory team, supporting the firm’s mission by delivering investment oversight, fiduciary guidance, and operational execution for retirement plans. This role combines investment due diligence, committee meeting participation, sponsor relationship management, and coordination of plan deliverables. The Consultant works closely with the firm’s Investment Committee, TPAs, recordkeepers, and internal teams to ensure plans are monitored prudently and serviced with excellence. This position requires a proactive and detail-oriented professional who can independently manage client relationships, maintain high documentation standards, and effectively communicate complex investment concepts to plan...

Job Title: Operations Manager - Brotherhood Retirement FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, Colorado)   POSITION SUMMARY The Operations Manager is a key leadership role within Brotherhood Retirement’s home office team, responsible for ensuring the firm operates efficiently, consistently, and in alignment with its mission and values. This role supports the firm’s vision by overseeing day-to-day operational processes and internal workflows, while partnering closely with the Retirement Plan and Private Wealth teams to drive firm-wide alignment and scalability. The Operations Manager also plays a central role in departmental onboarding, training, and supporting team members to ensure a high standard of excellence across the organization. This position requires a proactive, self-directed leader who takes ownership of responsibilities and follows through with precision. The ideal candidate...

Job Title: Client Service Manager FLSA: Exempt Job Family: Affiliates Department: Brotherhood Retirement Location: On-site (Colorado Springs, CO)   POSITION SUMMARY The Client Relations Manager is a leadership role within Brotherhood Retirement responsible for overseeing the daily operations and performance of the Client Relations function. This role ensures consistent, accurate, and timely service delivery to retirement plan participants and plan sponsors while maintaining strong coordination with advisory, operations, and leadership teams. The Client Relations Manager leads and supports a team responsible for processing participant and sponsor service requests, managing workflows, and upholding firm standards for communication, responsiveness, and professionalism. This position also serves as a key liaison between the Client Relations team and firm leadership, helping translate organizational priorities into effective execution and a high-quality client...