Wealth Management Trading & Client Operations

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

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.