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Director Investment Operations Jobs (NOW HIRING)

Thrivent

Investment Operations Coordinator

Loveland, CO · On-site

Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to ... Execute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth ...

Focus Partners Wealth

$240K - $260K/yr

Director, Investment StrategySkip to main content*We respect the privacy of candidates for ... operations team to ensure the proper integration of these targets into centralized portfolio ...

Initio Capital

Investment Operations Mentor

New York, NY · On-site

$1.0K - $10K/mo

Investment Operations Mentors are a key tier of our ecosystem--providing high-touch operational and ... Direct access to fund managers, investors, and live deal flow * Monetize expertise without ...

CFS

Senior Analyst, Investment Operations

Boston, MA · Hybrid

Senior Analyst, Investment Operations Salary: $120K-$160K + Bonus Location: Boston, MA | Hybrid Why ... Serve as a senior operational resource and escalation point without direct people management

CFS

Senior Analyst, Investment Operations

Boston, MA · On-site

Senior Analyst, Investment Operations Salary: $120K-$160K + Bonus Location: Boston, MA | Hybrid Why ... Serve as a senior operational resource and escalation point without direct people management

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$34K

$107.7K

$179.5K

How much do director investment operations jobs pay per year?

As of Sep 14, 2026, the average yearly pay for director investment operations in the United States is $107,680.00, according to ZipRecruiter salary data. Most workers in this role earn between $75,500.00 and $135,500.00 per year, depending on experience, location, and employer.

What is a director investment operations?

A Director of Investment Operations oversees the operational aspects of an investment firm, ensuring efficient trade execution, portfolio administration, compliance, and risk management. They develop and implement processes to optimize investment workflows while coordinating with portfolio managers, traders, and regulatory bodies. Additionally, they manage a team responsible for reporting, performance analysis, and operational efficiency. This role requires strong leadership, attention to detail, and expertise in financial markets and investment operations.

What are the main challenges a director investment operations might encounter in this role?

Directors of Investment Operations often face challenges related to managing complex, high-volume transaction flows, ensuring regulatory compliance, and adapting to rapidly evolving financial technologies. Balancing operational efficiency with risk mitigation, especially across global markets and diverse investment products, can also be demanding. You’ll regularly collaborate with portfolio managers, IT teams, custodians, and external vendors, so effective communication and project management skills are crucial. Overcoming these challenges not only streamlines firm operations but also positions you as a leader ready for future advancements within investment management.

What are the key skills and qualifications needed to thrive in the director investment operations position, and why are they important?

To thrive as a Director Investment Operations, you need deep expertise in investment operations, financial analysis, risk management, and typically a bachelor's or master's degree in finance, accounting, or a related field. Familiarity with portfolio management systems, trade settlement platforms, and certifications such as CFA or CAIA are highly valued. Strong leadership, problem-solving, and effective communication skills help you manage teams and coordinate with cross-functional stakeholders. These abilities are essential to ensure accurate, efficient investment processes and regulatory compliance within complex financial organizations.

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Director Investment Operations jobs near you
Infographic showing various Director Investment Operations job openings in the United States as of September 2026, with employment types broken down into 94% Full Time, and 6% Temporary. Highlights an 81% In-person, and 19% Hybrid job distribution, with an average salary of $107,680 per year, or $51.8 per hour.

Investment Operations Coordinator

Loveland, CO • On-site

Thrivent Financial
Insurance Services • 5 - 10K employees
Learn more about Thrivent Financialexternal

Full-time

Medical, Dental, Vision, Retirement, PTO

Re-posted 16 days ago

Key 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.

Thrivent rating

8.8

Company rating: 8.8 out of 10

Based on 20 frontline employees who took The Breakroom Quiz

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. This role requires strong attention to detail, sound investment knowledge, and the ability to execute requests accurately across multiple systems and account types. The Investment Operations Coordinator reports to and is employed by Purpose Driven Wealth.
This role is full-time and fully in-office out of Loveland, CO.
Hours: 8am to 5pm, Monday - Friday
Compensation: $60K to $80K based on licensing and experience. Bonus opportunities available.
Benefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.

Position Roles/Responsibilities/Accountabilities

  • 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.
  • Note CAN NOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.

Position 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).
  • Must be securities registered in all states in which the candidate would be doing support work for Purpose Driven Wealth
  • Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn
  • Proficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape
  • Strong understanding of equities, ETFs, mutual funds, fixed income, and qualified/non-qualified accounts.
  • VBA experience preferred.
  • Strong verbal and written communication skills.
  • Ability to maintain integrity of sensitive/confidential information

External/Internal Dependencies

  • Must be able to work with all roles of the Purpose Driven Wealth.
  • Must be able to represent the organization in work with external clients
  • Must be able to cultivate and maintain relationships with outside organizations

As part of Purpose Driven Wealth's recruiting/hiring/contracting process, a verification of a candidate's background will be made to complete the process. Fingerprints will be required as part of FINRA registration process for submission to the Federal Bureau of Investigation for review against nationwide fingerprint records.

All persons with securities registrations are subject to TIMI's Outside Securities Accounts Policy which requires all outside brokerage accounts to be maintained at one of the firms designated by TIMI.

Pay Transparency





Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants.

Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email tohuman.resources@thrivent.comor call800-847-4836and request Human Resources.

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