Trading Operations Coordinator – Investment Support

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 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