Investment Operations Coordinator (Trading)

Location: Fully in-office in Loveland, Colorado; Monday–Friday, 8am–5pm

Compensation: $60K–$80K based on licensing and experience; bonus opportunities available

Company

The role is employed by Purpose Driven Wealth and supports collaboration with hirify.global advisors and internal partners.

What you will do

• 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 and client review preparation.
• Coordinate with hirify.global advisors and internal partners to execute requests accurately and on time.
• Represent the organization with external clients and maintain relationships with outside organizations.

Requirements

• 1–3 years of experience in trading, investment operations, portfolio administration, or wealth management.
• Must be securities registered, such as 7 and 66 or 6 and 63, and registered in every state where support work will be performed.
• Strong technical computer aptitude and knowledge of Microsoft Word, Excel, and PowerPoint, or the ability to learn them.
• Proficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape.
• Strong understanding of equities, ETFs, mutual funds, fixed income, and qualified and non-qualified accounts.
• Strong verbal and written communication skills.
• Ability to maintain the integrity and confidentiality of sensitive information.
• Ability to work with all Purpose Driven Wealth roles and represent the organization with external clients.
• The role cannot be listed as the servicing representative; the candidate’s FA must be noted as the selling agent in the representative questionnaire.

Nice to have

• VBA experience.

Culture & Benefits

• Full-time, in-office schedule in Loveland, Colorado.
• Medical, dental, and vision benefits.
• 401(k), paid time off, and 12 paid holidays.
• All persons with securities registrations are subject to TIMI’s Outside Securities Accounts Policy, requiring outside brokerage accounts to be maintained at designated firms.

Hiring process

• A background verification is required as part of the recruiting, hiring, and contracting process.
• Fingerprints are required for the FINRA registration process and will be submitted to the FBI for review against nationwide fingerprint records.