Investment Operations Coordinator

CO - Loveland, USFull-time$60k2026-11-09 → 2026-11-10

On-site

Core

Execute advisor-directed trades, portfolio implementation, client money movement, and investment operations across multiple account types.

Role type

Investment Operations Coordinator (trading focus)

Builds

Portfolio implementations, cash deployments, account rebalances, and systematic withdrawals

Domain

Wealth Management / Investment Operations

Required skills

Securities registration (Series 7 & 66 or 6 & 63), Trading execution, Portfolio administration, Excel proficiency, Salesforce, Morningstar Advisor Workstation, Morningstar Direct, Envestnet, Wealthscape, Tax-aware trading, Equities/ETFs/Mutual Funds/Fixed Income knowledge

Preferred skills

VBA experience

Responsibilities

Execute advisor-directed trades and account rebalances, Manage cash deployment and new account investments, Maintain systematic withdrawals and recurring account activity, Support tax-aware trading and capital gains management, Maintain Excel-based team resources for investment analysis, Communicate with Thrivent advisors and internal partners

Seniority

Mid-level, hands-on IC

About Thrivent

Thrivent is seeking an experienced AI Engineering Manager to help lead the team that builds Thrivent’s enterprise AI/ML platform — the capabilities that product delivery teams across the organization use to develop, deploy, and operate AI solutions spanning classical machine learning, LLM/RAG applications, and agentic systems. The platform is built on Databricks for machine learning and data science and on AWS for production serving, with Amazon Bedrock and SageMaker powering LLM workloads. The team operates in a product operating model: the platform is the product, delivery teams are its cust