Wealth Trading & Client Ops Associate

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

Benefits offered by this job

Medical coverage day one

Dental coverage day one

Vision coverage day one

Paid parental leave

401k matching

HSA contributions

Generous PTO

Student loan assistance

Pet insurance

Discretionary bonus

Job summary

Hightower Advisors is seeking a detail-oriented operations associate in Denver to support wealth management tasks, trading operations, and client service. You will report to the Senior Wealth Advisor and contribute to accurate trade handling and account maintenance.

Applicants should have 3–5 years in financial services with familiarity of Schwab and Black Diamond. The role emphasizes professionalism, discretion, and collaboration in a fast-paced environment.

Qualifications

• 3–5 years in financial services, wealth management, or trading operations.
• Experience with custodial platforms such as Schwab preferred.
• Understanding of trading workflows, cash management, and account operations.
• Familiarity with Black Diamond portfolio management system is a plus.
• Strong multitasking with excellent communication and professionalism.

Responsibilities

• Execute trades across client accounts according to models and advisor direction.
• Ensure accurate 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.
• Coordinate ACH, wire requests, and check disbursements.
• Verify funding availability and documentation for transactions.
• Troubleshoot transaction issues with custodians and clients.
• Support client service after market hours and inquiries.
• Open, update, maintain client accounts across systems.
• Maintain CRM and portfolio management records.
• Ensure activities meet regulatory standards.
• Collaborate with advisors and team members for daily operations.

Skills

Trading operations

Client service

Communication

Organizational skills

Discretion

Education

Bachelor's degree in Business/Finance

Tools

Schwab

Black Diamond

CRM systems

Microsoft Office

Job description

Hightower Advisors is seeking a detail-oriented operations associate in Denver to support wealth management tasks, trading operations, and client service. You will report to the Senior Wealth Advisor and contribute to accurate trade handling and account maintenance.

Applicants should have 3–5 years in financial services with familiarity of Schwab and Black Diamond. The role emphasizes professionalism, discretion, and collaboration in a fast-paced environment.