Operations Associate - Dechtman Wealth Management

Colonial Group; Centennial (CO); On-site; USD 80,000 - 90,000; Full time

Benefits offered by this job

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Paid parental leave

Job summary

Hightower invites an experienced wealth-management professional to join our Denver-based team, focusing on cash management, client service, and account operations. You’ll manage withdrawals, transfers, and documentation while supporting servicing requests and ensuring accuracy across CRM and portfolio systems.

The role emphasizes compliance, collaboration with advisors, and operational efficiency. A strong background in wealth management, paired with meticulous organiza­tional skills and

Qualifications

• Experience in financial services or wealth management.
• Familiarity with custodial platforms (Schwab) and CRM systems.
• Strong attention to detail and discretion with client information.
• Excellent communication and organizational skills.
• Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

• Process client withdrawals, distributions, and money movements
• Coordinate ACH, wire requests, and check disbursements
• Verify funding availability and ensure proper documentation for all transactions
• Troubleshoot and resolve transaction-related issues with custodians and clients
• Support the team with client service requests
• Assist with account maintenance, service follow-ups, and client inquiries
• Help ensure timely and accurate completion of client requests
• Provide a high level of responsiveness and professionalism in all client interactions
• Prepare paperwork for client accounts and new client accounts
• Maintain accurate client records in CRM and portfolio management systems
• Assist with account linking, beneficiary updates, and banking instructions
• Support reporting and data accuracy across platforms
• Maintain proper documentation for trades, distributions, and client requests
• Assist with compliance tracking for client transactions and correspondence
• Ensure all activities meet firm and regulatory standards
• Collaborate with advisors and team members to ensure smooth daily operations
• Assist with process improvements and operational efficiencies
• Provide backup support for administrative tasks as needed

Skills

Financial services experience

Wealth management

Attention to detail

Communication skills

Discretion with client information

CRM proficiency

Microsoft Office

Tools

Schwab custodial platform

CRM systems

Excel

Job description

Your Future Team

As part of our dedicated wealth management team in Denver, you’ll be joining a practice founded in 1984 and built on three core principles: always acting in the best interest of the client, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client’s unique goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You’ll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals.

What You’ll Do

Cash Management & Client Transactions

• Process client withdrawals, distributions, and money movements
• Coordinate ACH, wire requests, and check disbursements
• Verify funding availability and ensure proper documentation for all transactions
• Troubleshoot and resolve transaction-related issues with custodians and clients

Client Service & Support

• Support the team with client service requests
• Assist with account maintenance, service follow-ups, and client inquiries
• Help ensure timely and accurate completion of client requests
• Provide a high level of responsiveness and professionalism in all client interactions

Account Maintenance & Operations

• Prepare paperwork for client accounts and new client accounts
• Maintain accurate client records in CRM and portfolio management systems
• Assist with account linking, beneficiary updates, and banking instructions
• Support reporting and data accuracy across platforms

Compliance & Documentation

• Maintain proper documentation for trades, distributions, and client requests
• Assist with compliance tracking for client transactions and correspondence
• Ensure all activities meet firm and regulatory standards

Team & Operational Support

• Collaborate with advisors and team members to ensure smooth daily operations
• Assist with process improvements and operational efficiencies
• Provide backup support for administrative tasks as needed

What You’ll Bring

• 5+ years of experience in financial services or wealth management
• Experience with custodial platforms such as Schwab is strongly preferred
• Understanding of account operations
• Strong attention to detail and ability to execute tasks with precision
• Ability to manage multiple priorities in a fast-paced environment
• Excellent communication and organizational skills
• High level of professionalism and discretion when handling client information
• Proficiency in Microsoft Office Suite and CRM systems
• Client-focused mindset with a commitment to delivering high-quality service
• Proactive problem-solver with a positive attitude
• Ability to work both independently and as part of a team

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower’s Story

Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).

AN EQUAL OPPORTUNITY EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.