Trading Operations Coordinator – Wealth Management

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

Benefits offered by this job

Medical

Dental

Vision

401k

Paid time off plus 12 paid holidays

Job summary

Purpose Driven Wealth in Loveland, CO, is seeking an Investment Operations Coordinator focused on trading to support advisor-directed trading, portfolio implementation, and client money movements. The role requires meticulous attention to detail, solid investment knowledge, and the ability to execute requests across multiple systems and account types.

You will work full-time in-office, 8am–5pm, with eligible bonuses and a comprehensive benefits package including medical, dental, vision, 401k,

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) and registered in all states where support work is performed.
• Strong technical aptitude; proficient in Excel, Salesforce, Morningstar tools, Envestnet and Wealthscape.

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

Attention to detail

Communication

Securities knowledge

Financial markets

Problem solving

Tools

Microsoft Word

Excel

PowerPoint

Salesforce

Morningstar Advisor Workstation

Morningstar Direct

Envestnet

Wealthscape

VBA

Job description

Purpose Driven Wealth in Loveland, CO, is seeking an Investment Operations Coordinator focused on trading to support advisor-directed trading, portfolio implementation, and client money movements. The role requires meticulous attention to detail, solid investment knowledge, and the ability to execute requests across multiple systems and account types.

You will work full-time in-office, 8am–5pm, with eligible bonuses and a comprehensive benefits package including medical, dental, vision, 401k,