Trading and Client Operations Associate - Dechtman Wealth Management

Hightower Advisors; Centennial (CO); On-site; USD 75,000 - 85,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401k matching

HSA contributions

Paid time off (PTO)

Parental leave

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in Denver is seeking an experienced professional to join our wealth management team and support trading operations. You will execute trades, monitor cash and distributions, and help maintain precise client records across CRM and portfolio systems.

You'll bring 3–5 years in financial services, with familiarity in Schwab custodial platforms and Black Diamond. Strong communication and multitasking skills are essential in this client‑facing, fast-paced environment.

Qualifications

• 3–5 years in financial services, wealth management, or trading operations.
• Experience with custodial platforms such as Schwab is strongly preferred.
• Understanding of trading workflows, cash management, and account operations.
• Proficiency in CRM systems and Microsoft Office Suite.

Responsibilities

• Execute trades across client accounts in line with portfolio models and advisor direction.
• Ensure accurate and timely trade settlement and reconciliation.
• Monitor cash levels and raise cash for distributions, fees, and rebalancing.
• Assist with portfolio rebalancing and implementation of investment strategies.
• Coordinate with custodians to resolve trade-related issues.
• Process client withdrawals, distributions, and money movements.
• Support client service requests after market close and maintain records.

Skills

Wealth management experience

Trading operations

CRM systems

Microsoft Office

Strong communication

Ability to multitask

Education

Bachelor's degree in Business/Finance

Tools

Schwab custodial platform

Black Diamond portfolio system

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 four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client's specific 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. You will report to the Senior Wealth Advisor.

What You'll Do

Trading & Portfolio Implementation

• Execute trades across client accounts in accordance with portfolio models and advisor direction
• Ensure accurate and timely trade settlement and reconciliation
• Monitor cash levels and raise cash for distributions, fees, and rebalancing
• Assist with portfolio rebalancing and implementation of investment strategies
• Coordinate with custodians to resolve trade-related issues

Cash Management & Client Transactions

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

Client Service & Support (Post-Market Hours Focus)

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

Account Maintenance & Operations

• Open, update, and maintain client accounts across systems
• Maintain accurate client records in CRM and portfolio management systems
• Help 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
• Help with compliance tracking for client transactions and correspondence
• Ensure all activities meet practice and regulatory standards

Team & Operational Support

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

What You’ll Bring

• 3-5 years of experience in financial services, wealth management, or trading operations preferred
• Experience with custodial platforms such as Schwab is strongly preferred
• Understanding of trading workflows, cash management, and account operations
• Familiarity with portfolio management systems such as Black Diamond is a plus
• 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
• Bachelor's degree in Business, Finance, or related field preferred
• Client-focused mindset with a commitment to delivering quality service
• 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
• Generous PTO benefits
• Student loan assistance
• Pet insurance
• Annual base salary of $75,000 - $85,000 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).

Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.

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.