Investment Operations Coordinator

Thrivent; Loveland (CO); On-site; USD 60,000 - 80,000; Full time

Benefits offered by this job

Medical

Dental

Vision

401k

Paid time off

12 paid holidays

Job summary

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 in Loveland, CO. This is a full-time, in-office position with a salary of $60K to $80K based on licensing and experience, plus bonus opportunities and a comprehensive benefits package.

The role requires strong attention to detail, solid investment knowledge, and the ability to execute requests

Qualifications

• 1–3 years of experience in trading, investment operations, portfolio administration, or wealth management.
• Must be securities registered (e.g., 7 & 66 or 6 & 63).
• Registered in all states where support work would occur for Purpose Driven Wealth.
• Strong technical aptitude with MS Office; ability to learn new tools.
• Proficiency in Excel, Salesforce, Morningstar tools, Envestnet, and Wealthscape.
• VBA experience preferred.
• Strong verbal and written communication; maintain confidentiality.

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.

Skills

Trading experience

Attention to detail

Communication skills

Tools

Excel

Salesforce

Morningstar Advisor Workstation

Morningstar Direct

Envestnet

Wealthscape

VBA

Job description

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.

Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

Position Roles/Responsibilities/Accountabilities

• 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.

Position Qualifications

• 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.
• VBA experience preferred.
• Strong verbal and written communication skills.
• Ability to maintain integrity of sensitive/confidential information

External/Internal Dependencies

• Must be able to work with all roles of the Purpose Driven Wealth.
• Must be able to represent the organization in work with external clients
• Must be able to cultivate and maintain relationships with outside organizations

As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Thrivent provides 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. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to [e-mail] or call 800-847-4836 and request Human Resources.