Investment Operations Coordinator

Thrivent•Loveland, CO

2d•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. This role requires strong attention to detail, sound investment knowledge, and the ability to execute requests accurately across multiple systems and account types. The Investment Operations Coordinator reports to and is employed by Purpose Driven Wealth. This role is full-time and fully in-office out of Loveland, CO. Hours: 8am to 5pm, Monday - Friday Compensation: $60K to $80K based on licensing and experience. Bonus opportunities available.

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.