Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to ... Support tax-aware trading, capital gains management, restricted positions, household allocation ...
Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to ... Support tax-aware trading, capital gains management, restricted positions, household allocation ...
Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to ... Support tax-aware trading, capital gains management, restricted positions, household allocation ...
Purpose Driven Wealth is seeking an Investment Operations Coordinator with a trading focus to ... Support tax-aware trading, capital gains management, restricted positions, household allocation ...
Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale. * Collaborate with diverse technical and non-technical stakeholders to define, document ...
Quick apply
Trading, Billing, Cash Management, Client Reporting, Investment Proposal, and Operational quality and scale. * Collaborate with diverse technical and non-technical stakeholders to define, document ...
Fund Administration, you will lead core fund administration and investor operations processes ... Manage the distribution and portal posting of quarterly reports, flash reports, tax documents ...
Fund Administration, you will lead core fund administration and investor operations processes ... Manage the distribution and portal posting of quarterly reports, flash reports, tax documents ...
Unless specifically stated otherwise, this role is On-Site Senior Manager, Investment Management ... operational improvements, and commercial contract enhancements What We're Looking For Skills ...
Unless specifically stated otherwise, this role is On-Site Senior Manager, Investment Management ... operational improvements, and commercial contract enhancements What We're Looking For Skills ...
Senior Manager, Investment Management - Denver, CO
Denver, CO · On-site
$100K/yr
Unless specifically stated otherwise, this role is "On-Site" Senior Manager, Investment Management ... operational improvements, and commercial contract enhancements What We're Looking For Skills ...
Senior Manager, Investment Management - Denver, CO
Denver, CO · On-site
$100K/yr
Unless specifically stated otherwise, this role is "On-Site" Senior Manager, Investment Management ... operational improvements, and commercial contract enhancements What We're Looking For Skills ...
Senior Manager, Investment Management - Denver, CO
Denver, CO · On-site
$100K/yr
Unless specifically stated otherwise, this role is "On-Site" Senior Manager, Investment Management ... operational improvements, and commercial contract enhancements What We're Looking For Skills ...
Senior Manager, Investment Management - Denver, CO
Denver, CO · On-site
$100K/yr
Unless specifically stated otherwise, this role is "On-Site" Senior Manager, Investment Management ... operational improvements, and commercial contract enhancements What We're Looking For Skills ...
Fund Administration, you will lead core fund administration and investor operations processes ... Manage the distribution and portal posting of quarterly reports, flash reports, tax documents ...
Fund Administration, you will lead core fund administration and investor operations processes ... Manage the distribution and portal posting of quarterly reports, flash reports, tax documents ...
Investment Strategist / Investment Director
Denver, CO · On-site +1
$130K - $200K/yr
Own at Vectis Investment Operations * Serve as the primary investment professional for Vectis RIA clients, delivering institutional-grade portfolio management to UHNW individuals and families. * Own ...
Investment Strategist / Investment Director
Denver, CO · On-site +1
$130K - $200K/yr
Own at Vectis Investment Operations * Serve as the primary investment professional for Vectis RIA clients, delivering institutional-grade portfolio management to UHNW individuals and families. * Own ...
Manager, Ground Operations
Louisville, CO · On-site
Define and implement strategic direction for ground operations, including planning, investment, operations, compliance, and asset management * Develop and implement command media policies, processes ...
Manager, Ground Operations
Louisville, CO · On-site
Define and implement strategic direction for ground operations, including planning, investment, operations, compliance, and asset management * Develop and implement command media policies, processes ...
Manager, Ground Operations
Louisville, CO · On-site
Define and implement strategic direction for ground operations, including planning, investment, operations, compliance, and asset management * Develop and implement command media policies, processes ...
Manager, Ground Operations
Louisville, CO · On-site
Define and implement strategic direction for ground operations, including planning, investment, operations, compliance, and asset management * Develop and implement command media policies, processes ...
Financial Investment Assistant
$55K - $65K/yr
Wealth Management * Banking * Investment Operations * Professional Administrative Support * Prior experience supporting Financial Advisors or investment professionals is highly preferred.
Quick apply
Financial Investment Assistant
$55K - $65K/yr
Wealth Management * Banking * Investment Operations * Professional Administrative Support * Prior experience supporting Financial Advisors or investment professionals is highly preferred.
Define and implement strategic direction for ground operations, including planning, investment, operations, compliance, and asset management * Develop and implement command media policies, processes ...
Define and implement strategic direction for ground operations, including planning, investment, operations, compliance, and asset management * Develop and implement command media policies, processes ...
Investment Real Estate Portfolio Manager
Denver, CO · On-site
$190K - $230K/yr
Reviews and evaluates financial and operational reporting provided by property managers, external consultants, and investment partners. * Reviews and approves lease transactions, renewals, and ...
Investment Real Estate Portfolio Manager
Denver, CO · On-site
$190K - $230K/yr
Reviews and evaluates financial and operational reporting provided by property managers, external consultants, and investment partners. * Reviews and approves lease transactions, renewals, and ...
Product Development & Investor Relations Manager
Denver, CO · On-site
$75K - $90K/yr
This role ensures alignment between market opportunity, investor appetite, operational execution ... Manage investor scorecards, delivery expectations, and performance reviews * Assist with investor ...
Product Development & Investor Relations Manager
Denver, CO · On-site
$75K - $90K/yr
This role ensures alignment between market opportunity, investor appetite, operational execution ... Manage investor scorecards, delivery expectations, and performance reviews * Assist with investor ...
Product Development & Investor Relations Manager
Denver, CO · On-site
$75K - $90K/yr
This role ensures alignment between market opportunity, investor appetite, operational execution ... Manage investor scorecards, delivery expectations, and performance reviews * Assist with investor ...
Product Development & Investor Relations Manager
Denver, CO · On-site
$75K - $90K/yr
This role ensures alignment between market opportunity, investor appetite, operational execution ... Manage investor scorecards, delivery expectations, and performance reviews * Assist with investor ...
Product Development & Investor Relations Manager
Denver, CO · On-site
$75K - $90K/yr
This role ensures alignment between market opportunity, investor appetite, operational execution ... Manage investor scorecards, delivery expectations, and performance reviews * Assist with investor ...
Product Development & Investor Relations Manager
Denver, CO · On-site
$75K - $90K/yr
This role ensures alignment between market opportunity, investor appetite, operational execution ... Manage investor scorecards, delivery expectations, and performance reviews * Assist with investor ...
Reviews and evaluates financial and operational reporting provided by property managers, external consultants, and investment partners. * Reviews and approves lease transactions, renewals, and ...
Reviews and evaluates financial and operational reporting provided by property managers, external consultants, and investment partners. * Reviews and approves lease transactions, renewals, and ...
Solid understanding of Investment Operations. Middle Office experience is preferred * Experience reviewing Investment Management Agreements (IMA) or similar agreements * Ability to simultaneously ...
Solid understanding of Investment Operations. Middle Office experience is preferred * Experience reviewing Investment Management Agreements (IMA) or similar agreements * Ability to simultaneously ...
Solid understanding of Investment Operations. Middle Office experience is preferred * Experience reviewing Investment Management Agreements (IMA) or similar agreements * Ability to simultaneously ...
Solid understanding of Investment Operations. Middle Office experience is preferred * Experience reviewing Investment Management Agreements (IMA) or similar agreements * Ability to simultaneously ...
Manager Investment Operations information
See Colorado salary details
$32.6K - $41K
20% of jobs
$43.1K is the 25th percentile. Wages below this are outliers.
$41K - $49.3K
20% of jobs
The median wage is $55.4K / yr.
$49.3K - $57.7K
14% of jobs
$57.7K - $66.1K
9% of jobs
$66.1K - $74.4K
11% of jobs
$76.2K is the 75th percentile. Wages above this are outliers.
$74.4K - $82.8K
6% of jobs
$82.8K - $91.1K
6% of jobs
$91.1K - $99.5K
4% of jobs
$99.5K - $107.9K
3% of jobs
$107.9K - $116.2K
2% of jobs
$116.2K - $124.6K
4% of jobs
$32.6K
$66.7K
$124.6K
How much do manager investment operations jobs pay per year?
What are the key skills and qualifications needed to thrive as a manager investment operations, and why are they important?
What is a manager investment operations?
What are some common challenges faced by a manager investment operations, and how can they be effectively addressed?
What is the difference between Manager Investment Operations vs Investment Analyst?
| Aspect | Manager Investment Operations | Investment Analyst |
|---|---|---|
| Credentials | Typically requires a bachelor's degree in finance, economics, or related field; certifications like CFA are common | Usually holds a bachelor's degree; CFA or similar certifications are advantageous but not always required |
| Work Environment | Oversees operational teams, manages processes, and ensures compliance within investment firms | Conducts research, analyzes data, and supports investment decision-making |
| Employer & Industry Usage | Commonly employed in asset management firms, hedge funds, and investment banks | Found across investment firms, banks, and financial advisory companies |
The Manager Investment Operations focuses on overseeing the operational aspects of investment processes, managing teams, and ensuring compliance. In contrast, the Investment Analyst primarily conducts research and analysis to support investment decisions. Both roles require strong financial knowledge and certifications like CFA, but differ in responsibilities and daily tasks.

Full-time
Medical, Dental, Vision, Retirement, PTO
Posted 10 days ago
Thrivent rating
8.8
Based on 20 frontline employees who took The Breakroom Quiz
Job description
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 to human.resources@thrivent.com or call 800-847-4836 and request Human Resources.