{"id":1733773,"url":"https://alion.io/job/thrivent-investment-operations-coordinator","title":"Investment Operations Coordinator","company":{"id":1761522,"name":"Thrivent","domain":"thrivent.com","url":"https://alion.io/company/thrivent-com","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Workday","truth_index":{"grade":"B","score":80,"open_postings":8,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":19,"computed_at":"2026-10-20T05:45:00Z"}},"role":"Administrative","role_family":"Administrative","seniority":"junior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Loveland, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":{"min":60000,"max":80000,"currency":"USD","period":"year","gross":null,"usd_annual":80000},"salary_estimate":null,"experience_years_min":1,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-02T00:00:00Z","employer_posted_date":"2026-10-02","last_verified_at":"2026-10-19T10:53:31Z","board_verified":true,"closed_at":null,"days_open":19,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":19},"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.\nHours: 8am to 5pm, Monday - Friday\nCompensation: $60K to $80K based on licensing and experience. Bonus opportunities available.\nBenefits package: Medical, Dental, Vision, 401k, Paid time off plus 12 paid holidays.\nPosition Roles/Responsibilities/Accountabilities\nExecute advisor-directed trades, account rebalances, cash deployment, new account investments, Roth conversions, and internal money movements across qualified and non-qualified accounts.\nSupport tax-aware trading, capital gains management, restricted positions, household allocation alignment, and income-based strategies.\nEstablish and maintain systematic withdrawals, periodic investment plans, and other recurring account activity.\nMaintain Excel-based team resources and support investment analysis, client review preparation, and other operational needs.\nCommunicate with Thrivent advisors and internal partners to ensure requests are executed accurately and timely.\nNote CAN NOT be listed as the servicing representative AND need to note their FA is selling agent within the rep questionnaire.\nPosition Qualifications\n1-3 years of experience in trading, investment operations, portfolio administration, or wealth management.\nMust be securities registered (i.e. 7 & 66 or 6 & 63).\nMust be securities registered in all states in which the candidate would be doing support work for Purpose Driven Wealth\nStrong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint) or ability to learn\nProficiency in Excel, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, and Wealthscape\nStrong understanding of equities, ETFs, mutual funds, fixed income, and qualified/non-qualified accounts.\nVBA experience preferred.\nStrong verbal and written communication skills.\nAbility to maintain integrity of sensitive/confidential information\nExternal/Internal Dependencies\nMust be able to work with all roles of the Purpose Driven Wealth.\nMust be able to represent the organization in work with external clients\nMust be able to cultivate and maintain relationships with outside organizations\nAs 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.\nAll 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.\nPay TransparencyThrivent 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 otherstatus protected by applicable local, state,or federal law. This policy applies to all employees and job applicants.\nThrivent iscommitted to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email to  or call 800-847-4836and request Human Resources.","description_format":"text","description_chars":3825,"description_truncated":false,"requirements":{"experience_years_min":1,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":null,"security_clearance":false,"languages":[]},"benefits":["401k plan"],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Financial Services","Wealth Management & Financial Advisors"],"lifecycle":[{"event":"open","at":"2026-10-03T00:29:47Z"}],"visa":[],"liveness":{"score":51,"band":"ok","label":"Likely open","p_open":1,"p_active":0.683,"p_room":0.75,"age_days":18,"expected_fill_days":19,"reasons":["conf:18","velocity","win:late","comp:junior"],"computed_at":"2026-10-20T05:45:00Z"},"pay":{"stated_usd_annual":80000,"is_top_pay":true},"html_url":"https://alion.io/job/thrivent-investment-operations-coordinator","json_url":"https://alion.io/job/thrivent-investment-operations-coordinator.json","meta":{"generated_at":"2026-10-21T03:46:27Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":5498,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-22T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":1761522},"rest":"https://alion.io/mcp/rest/get_company?id=1761522"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fthrivent-investment-operations-coordinator"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fthrivent-investment-operations-coordinator"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fthrivent-investment-operations-coordinator"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/thrivent-investment-operations-coordinator\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fthrivent-investment-operations-coordinator"}]}