Operations Associate - Dechtman Wealth Management

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 three core principles: always acting in the best interest of the client, maintaining transparent communication, and giving every client personalized service. Our team takes pride in creating personalized financial plans tailored to each client’s unique 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. What You’ll Do Cash Management & Client Transactions Process client withdrawals, distributions, and money movementsCoordinate ACH, wire requests, and check disbursementsVerify funding availability and ensure proper documentation for all transactionsTroubleshoot and resolve transaction-related issues with custodians and clients Client Service & Support Support the team with client service requestsAssist with account maintenance, service follow-ups, and client inquiriesHelp ensure timely and accurate completion of client requestsProvide a high level of responsiveness and professionalism in all client interactions Account Maintenance & Operations Prepare paperwork for client accounts and new client accountsMaintain accurate client records in CRM and portfolio management systemsAssist with account linking, beneficiary updates, and banking instructionsSupport reporting and data accuracy across platforms Compliance & Documentation Maintain proper documentation for trades, distributions, and client requestsAssist with compliance tracking for client transactions and correspondenceEnsure all activities meet firm and regulatory standards Team & Operational Support Collaborate with advisors and team members to ensure smooth daily operationsAssist with process improvements and operational efficienciesProvide backup support for administrative tasks as needed What You’ll Bring 5+ years of experience in financial services or wealth managementExperience with custodial platforms such as Schwab is strongly preferredUnderstanding of account operationsStrong attention to detail and ability to execute tasks with precisionAbility 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 systemsClient-focused mindset with a commitment to delivering high-quality serviceProactive problem-solver with a positive attitudeAbility 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 insurancePaid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)401k matching planHSA employer contributionsStudent loan assistancePet insuranceBase salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience) (required in some states, optional in others) 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). 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.