Investment Operations Coordinator

Thrivent • Loveland, CO

4d

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. This role requires strong attention to detail, sound investment knowledge, and the ability to execute requests accurately across multiple systems and account types.

Requirements

• 1–3 years of experience in trading, investment operations, portfolio administration, or wealth management.
• Must be securities registered (i.e. 7 & 66 or 6 & 63).
• Must be securities registered in all states in which the candidate would be doing support work for Purpose Driven Wealth
• Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
• Proficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape
• Strong understanding of equities, ETFs, mutual funds, fixed income, and qualified/non-qualified accounts.
• Strong verbal and written communication skills.
• Ability to maintain integrity of sensitive/confidential information

Nice To Haves

• VBA experience preferred.

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 timely.
• Note CAN NOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Benefits

• Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law.
• Reasonable accommodation for individuals with disabilities.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed