Investment Operations Coordinator

Thrivent•Loveland, CO

1d•$60,000 - $80,000•Onsite

About The Position

Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to support advisor-directed trading, portfolio implementation, client money movement, and investment operations. The role requires strong attention to detail, sound investment knowledge, and accurate execution of requests across multiple systems and account types. The coordinator reports to and is employed by Purpose Driven Wealth. This is a full-time, fully in-office position in Loveland, Colorado. Hours are 8 a.m. to 5 p.m., Monday through Friday. Compensation is $60,000 to $80,000 based on licensing and experience, with bonus opportunities available.

Requirements

1–3 years of experience in trading, investment operations, portfolio administration, or wealth management.
Securities registration, such as Series 7 and 66 or Series 6 and 63.
Securities registration in all states in which the candidate would perform support work for Purpose Driven Wealth.
Strong technical computer aptitude and knowledge of business tools such as Microsoft Word, Excel, and PowerPoint, or the ability to learn them.
Proficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape.
Strong understanding of equities, ETFs, mutual funds, fixed income, and qualified and non-qualified accounts.
Strong verbal and written communication skills.
Ability to maintain the integrity of sensitive and confidential information.
Cannot be listed as the servicing representative; the candidate's FA must be noted as the selling agent in the rep questionnaire.
Background verification is required as part of the recruiting, hiring, or contracting process. Fingerprints are required for FINRA registration and will be submitted to the FBI for review against nationwide fingerprint records.
Individuals with securities registrations are subject to TIMI’s Outside Securities Accounts Policy, which requires outside brokerage accounts to be maintained at a firm designated by TIMI.

Nice To Haves

VBA experience.

Responsibilities

Execute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth conversions, and internal money movements across qualified and non-qualified accounts.
Support tax-aware trading, capital gains management, restricted positions, household allocation alignment, and income-based strategies.
Establish and maintain systematic withdrawals, periodic investment plans, and other recurring account activity.
Maintain Excel-based team resources and support investment analysis, client review preparation, and other operational needs.
Communicate with Thrivent advisors and internal partners to ensure requests are executed accurately and promptly.
Work with all roles within Purpose Driven Wealth, represent the organization in work with external clients, and cultivate and maintain relationships with outside organizations.