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Ria Operations Jobs in Colorado (NOW HIRING)

Mercer Advisors

Annuity Solutions Director

Denver, CO · On-site

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Operational efficiency and service-level metrics The Insurance Solutions team provides expertise ...

Mercer Advisors

VP, Privacy

Denver, CO

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Data Protection Operations: Oversee processes for data subject rights, consent management, data ...

Mercer Advisors

Portfolio Consultant III

Denver, CO

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... Collaborating closely with Wealth Advisors, Operations, Portfolio Management, Compliance, and ...

Mercer Advisors

Senior Salesforce Engineer

Denver, CO

$129K - $158K/yr

Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an ... operational efficiency and business growth. You will work closely with cross-functional teams to ...

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Ria Operations information

What is Ria Operations?

Ria Operations typically refer to the functions and processes involved in managing money transfer and remittance services within the Ria Money Transfer company. This includes handling transactions, ensuring compliance with financial regulations, customer service, and supporting the secure and efficient movement of funds across borders. Operations staff work to prevent fraud, resolve customer issues, and maintain smooth workflow within the company. Their role is crucial in delivering reliable and timely remittance services to customers worldwide.

What are the key skills and qualifications needed to thrive as a Ria Operations specialist?

To thrive as a Ria Operations specialist, you need a solid understanding of financial operations, compliance, and transaction processing, often supported by a degree in finance or business administration. Familiarity with payment processing systems, anti-money laundering (AML) compliance tools, and Ria’s proprietary platforms is typically required. Attention to detail, problem-solving skills, and effective communication are crucial soft skills in this role. These competencies ensure accurate, secure, and efficient handling of financial transactions while maintaining regulatory compliance.

What are some common challenges faced in a Ria Operations role, and how can I prepare for them?

In a Ria Operations role, you may frequently encounter challenges related to compliance with international money transfer regulations, managing high transaction volumes, and ensuring accuracy in data processing. Being detail-oriented and staying updated on regulatory changes are critical to overcoming these challenges. Additionally, developing strong communication skills will help you collaborate effectively with compliance teams, customer service, and external partners. Proactively learning about anti-money laundering (AML) and fraud prevention practices can also give you a competitive edge.

What are popular job titles related to Ria Operations jobs in Colorado?

For Ria Operations jobs in Colorado, the most frequently searched job titles are:

What job categories do people searching Ria Operations jobs in Colorado look for?

The top searched job categories for Ria Operations jobs in Colorado are:

What cities in Colorado are hiring for Ria Operations jobs?

Cities in Colorado with the most Ria Operations job openings:

Ria Operations jobs near you
Infographic showing various Ria Operations job openings in Colorado as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution.

Trading and Client Operations Associate - Dechtman Wealth Management

HighTower

Greenwood Village, CO • On-site

$75K - $85K/yr

Other

Medical, Dental, Vision, Retirement, PTO

Posted 4 days ago

Job description

Your Future Team
As part of our dedicated wealth management team in Denver, you'll be joining a practice founded in 1984 and built on four core principles: always acting in the best interest of the client, providing straightforward fees, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client's specific goals, never cookie-cutter solutions and never proprietary product sales. We serve as fiduciaries, offering services ranging from retirement planning to social security analysis. You'll be part of a collaborative, client-focused environment where success is measured by helping others achieve their financial goals. You will report to the Senior Wealth Advisor.
What You'll Do
Trading & Portfolio Implementation
  • Execute trades across client accounts in accordance 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
Cash Management & Client Transactions
  • Process client withdrawals, distributions, and money movements
  • Coordinate ACH, wire requests, and check disbursements
  • Verify funding availability and ensure documentation for all transactions
  • Troubleshoot and resolve transaction-related issues with custodians and clients
Client Service & Support (Post-Market Hours Focus)
  • Support the team with client service requests after market close
  • Help with account maintenance, service follow-ups, and client inquiries
  • Help ensure accurate completion of client requests
  • Provide a high level of responsiveness and professionalism in all client interactions
Account Maintenance & Operations
  • Open, update, and maintain client accounts across systems
  • Maintain accurate client records in CRM and portfolio management systems
  • Help with account linking, beneficiary updates, and banking instructions
  • Support reporting and data accuracy across platforms
Compliance & Documentation
  • Maintain proper documentation for trades, distributions, and client requests
  • Help with compliance tracking for client transactions and correspondence
  • Ensure all activities meet practice and regulatory standards
Team & Operational Support
  • Collaborate with advisors and team members to ensure smooth daily operations
  • Help with process improvements and operational efficiencies
  • Provide backup support for administrative tasks
What You'll Bring
  • 3-5 years of experience in financial services, wealth management, or trading operations preferred
  • Experience with custodial platforms such as Schwab is strongly preferred
  • Understanding of trading workflows, cash management, and account operations
  • Familiarity with portfolio management systems such as Black Diamond is a plus
  • Ability to manage multiple priorities in a fast-paced environment
  • Excellent communication and organizational skills
  • High level of professionalism and discretion when handling client information
  • Proficiency in Microsoft Office Suite and CRM systems
  • Bachelor's degree in Business, Finance, or related field preferred
  • Client-focused mindset with a commitment to delivering quality service
  • Ability to work both independently and as part of a team
What We Offer
  • Coverage on the first day of employment for medical, dental, and vision insurance
  • Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
  • 401k matching plan
  • HSA employer contributions
  • Generous PTO benefits
  • Student loan assistance
  • Pet insurance
  • Annual base salary of $75,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

Hightower's Story
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Based in Chicago with advisors across the U.S., the firm operates as a registered investment advisor (RIA).
Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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