What are the responsibilities and job description for the Sales / Business Development Team Member position at EdgeRock Wealth Management?
New Client Engagement Liaison
Location : Denver Tech Center (In Person)
About EdgeRock Wealth Management
EdgeRock Wealth Management is a client- and culture-first RIA that is rapidly expanding. We are driven by a commitment to excellence, innovation, and results , and we believe in hiring people who are already thriving in their careers but are looking for something more —more impact, more challenge, and more opportunity to grow.
If you’re motivated, dynamic, and relentless in your pursuit of success , this is your chance to be part of a company that’s scaling fast and making a meaningful difference in our clients lives.
About the Role
We are seeking a New Client Engagement Liaison to help drive our growth by bringing in high net worth wealth management prospects (minimum $500K in investable assets). This role is essential to our expansion strategy , ensuring that our advisors meet at least four new qualified prospects per week .
As a key member of our team, you’ll manage inbound and outbound client engagement efforts across multiple marketing funnels, including :
- Warm outreach (phone & email)
- Inbound inquiries from TV, events, email marketing, digital ads, and referrals
- Prospective client follow-ups and appointment setting
- Pre-qualifying and nurturing leads to optimize advisor efficiency
- Assist in running in person prospecting events
Success in this role means maximizing new client acquisition , refining our outreach strategy, and continuously improving the processes that drive our business forward.
Key Responsibilities
What We’re Looking For
Why EdgeRock?
At EdgeRock, we operate by our core values :
This isn’t just another job—it’s an opportunity to be part of something bigger. If you’re ready to maximize your earnings and career potential , let’s talk.
Compensation & Benefits
Salary : $50,000 - $70,000
