Trading and Client Operations Associate - Dechtman Wealth Management

Your Future TeamAs 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 DoTrading & Portfolio ImplementationExecute trades across client accounts in accordance with portfolio models and advisor directionEnsure accurate and timely trade settlement and reconciliationMonitor cash levels and raise cash for distributions, fees, and rebalancingAssist with portfolio rebalancing and implementation of investment strategiesCoordinate with custodians to resolve trade-related issuesCash Management & Client TransactionsProcess client withdrawals, distributions, and money movementsCoordinate ACH, wire requests, and check disbursementsVerify funding availability and ensure documentation for all transactionsTroubleshoot and resolve transaction-related issues with custodians and clientsClient Service & Support (Post-Market Hours Focus)Support the team with client service requests after market closeHelp with account maintenance, service follow-ups, and client inquiriesHelp ensure accurate completion of client requestsProvide a high level of responsiveness and professionalism in all client interactionsAccount Maintenance & OperationsOpen, update, and maintain client accounts across systemsMaintain accurate client records in CRM and portfolio management systemsHelp with account linking, beneficiary updates, and banking instructionsSupport reporting and data accuracy across platformsCompliance & DocumentationMaintain proper documentation for trades, distributions, and client requestsHelp with compliance tracking for client transactions and correspondenceEnsure all activities meet practice and regulatory standardsTeam & Operational SupportCollaborate with advisors and team members to ensure smooth daily operationsHelp with process improvements and operational efficienciesProvide backup support for administrative tasksWhat You'll Bring1 or more years of experience in financial services, wealth management, or trading operations preferredExperience with custodial platforms such as Schwab is strongly preferredUnderstanding of trading workflows, cash management, and account operationsFamiliarity with portfolio management systems such as Black Diamond is a plusAbility to manage multiple priorities in a fast-paced environmentExcellent communication and organizational skillsHigh level of professionalism and discretion when handling client informationProficiency in Microsoft Office Suite and CRM systemsBachelor's degree in Business, Finance, or related field preferredClient-focused mindset with a commitment to delivering quality serviceAbility to work both independently and as part of a teamWhat We OfferCoverage on the first day of employment for medical, dental, and vision insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)401k matching planHSA employer contributionsGenerous PTO benefitsStudent loan assistancePet insuranceAnnual base salary of $75,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)Hightower’s StoryFounded 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.