Top 97 Finance operations occupations Jobs in Lone Tree, Co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred
Stronghaven —Greenwood Village, CO
- $67,000 - $80,000 a year
- Full-time
- Hybrid work
- Background check
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
AVP, Fund Compliance - Mutual Funds
Ultimus Fund Solutions —Greenwood Village, CO
- $75,000 - $100,000 a year
- Full-time
- Writing skills
- Office
- 3 years
Quick Apply
Compliance Manager - SMA / Managed Accounts
Janus Henderson —Denver, CO
- $100,000 - $125,000 a year
- Hybrid work
- 5 years
- Senior level
- Communication skills
- Paid holidays
- Health insurance
Senior Client Service Specialist
Janus Henderson —Denver, CO
- $60,000 - $64,000 a year
- Research
- Mid-level
- High school diploma or GED
- Health insurance
- Parental leave
3d
Compliance Officer
InBank —Greenwood Village, CO
- $85,000 - $120,000 a year
- Full-time
- Senior level
9d
Manager, U.S. Fund Administration
Prologis —Denver, CO
- $118,000 - $145,000 a year
- Full-time
- 5 years
- Writing skills
- Office
- Paid holidays
- Health insurance
Operations Coordinator
Penske Truck Leasing and Logistics —Aurora, CO
- $19.90 - $24.86 an hour
- Microsoft Excel
- Microsoft Outlook
- Pass drug screening
Fraud Analyst
S3 Shared Services —Englewood, CO
- $52,000 - $60,000 a year
- Full-time
- Remote
- Mid-level
- 2 years
- Communication skills
- Paid holidays
- Health insurance
Financial Analyst – Client Operations
Osage Exchange LLC —Greenwood Village, CO
- $65,000 - $75,000 a year
- Full-time
- Background check
- Microsoft Excel
- Microsoft Outlook
- Paid holidays
- Health insurance
Quick Apply
8d
Associate Analyst, Defined Benefit - Early Career
Fidelity Investments —Greenwood Village, CO
- $48,000 - $91,000 a year
- Full-time
- Research
- Office
- SQL
- Loan repayment program
- Health insurance
4d
Sr Manager, Financial & Regulatory Reporting
Charles Schwab —Lone Tree, CO
- $91,800 - $160,000 a year
- Hybrid work
- 6 years
- Bachelor of Science
- Office
- Paid parental leave
- Employee stock purchase plan
Supervisor, Loan Operations Support
CoBank —Greenwood Village, CO
- $90,900 - $111,800 a year
- Online Application
- Customer service
- Word processing
- Writing skills
- AD&D insurance
- Paid holidays
Trading & Client Operations Associate
Dechtman Wealth Management —Englewood, CO
- $75,000 - $85,000 a year
- Full-time
- Background check
- Mid-level
- Office
- Paid parental leave
- Health savings account
Quick Apply
2d
Treasury Operations Associate
Prologis —Denver, CO
- $94,000 - $129,000 a year
- Full-time
- Spanish
- ERP systems
- English
- Paid holidays
- Health insurance
2d
Payment Services Manager
Credit Union of Colorado —Denver, CO
- $101,200 - $126,500 a year
- Hybrid work
- Microsoft Word
- 7 years
- Bachelor of Science
Quick Apply
Investor Reporting Analyst
Cornerstone Servicing —Englewood, CO
- $65,000 - $75,000 a year
- Microsoft Excel
- Microsoft Outlook
- Customer service
- Paid parental leave
- Health savings account
6h
Trade Servicing Specialist II
CoBank —Greenwood Village, CO
- $58,100 - $66,500 a year
- Online Application
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- AD&D insurance
- Paid holidays
Director, Payments Operations
SRS Acquiom —Denver, CO
- $125,000 - $135,000 a year
- Overtime
- Hybrid work
- Office
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Quick Apply
Treasury Management Integration Specialist
U.S. Bank National Association —Englewood, CO
- $32.21 - $42.93 an hour
- Full-time
- 5 years
- Mid-level
- Bachelor's degree
- Paid holidays
- Disability insurance
4d
Client Reporting Analyst
Janus Henderson —Denver, CO
- $65,000 - $70,000 a year
- Microsoft Outlook
- Mid-level
- Finance
- Health insurance
- Parental leave
2d

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finance operations occupations jobs near lone tree, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

Stronghaven -
Greenwood Village, CO

Quick Apply

Job Details

Full-time
$67,000 - $80,000 a year

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Vision insurance
401(k) matching
Opportunities for advancement

Qualifications

Series 7

Full Job Description

Investment Operations Associate / Associate Wealth Advisor : Career Path to Head of Investment Operations, Client Advisory & Practice Management

StrongHaven Wealth Stewardship & Family Office
Cherry Creek & Denver Tech Center, Colorado
Full-Time | In-Person (Limited Hybrid Opportunities After 180 Days)

Build a Career, Not Just a Job

StrongHaven is a rapidly growing independent Registered Investment Advisor (RIA), and we're looking for exceptional individuals to join our team.

This role is designed as a long-term career opportunity—not simply an operations position. As our firm continues to grow, successful team members will have the opportunity to advance into leadership roles in Investment Operations, Client Advisory, and Practice Management.

About Stronghaven

We serve entrepreneurs, business owners, executives, creators, and multigenerational families through our Wealth Stewardship and Family Office platforms.

Our team values exceptional client service, integrity, collaboration, continuous learning, and long-term relationships. We promote from within whenever possible and believe our people are our greatest investment.

What You'll Do

Deliver an exceptional client experience through responsive, proactive service.
Open and onboard new client accounts.
Process ACAT transfers, money movements, journals, and wire requests.
Maintain brokerage, retirement, trust, and advisory accounts.
Assist advisors with financial planning preparation and analysis.
Prepare client meeting materials and follow-up items.
Coordinate with custodians, CPAs, attorneys, and other professionals.
Maintain CRM records and operational workflows.
Support investment operations, trading, and account servicing.
Help improve internal processes as the firm continues to grow.

What We're Looking For

Passion for serving clients.
Strong organization and attention to detail.
Excellent written and verbal communication.
Positive, collaborative attitude.
Ability to manage multiple priorities.
Desire to build a long-term career in wealth management.
Desire to learn and grow in the advisory and investment space

Experience in an RIA, broker-dealer, financial planning firm, banking, or investment operations is strongly preferred but not required.

Licensing

Candidates must hold or obtain the following within 90 days of employment.

Series 65 License - candidates who hold a series 7 must obtain their series 66
Colorado Life & Health Insurance License

We support licensing, continuing education, and professional development.

Compensation & Benefits

$67,000–$80,000 starting salary, depending on experience
Performance bonus opportunities
Health insurance
Paid Time Off
401(k) retirement plan
Continuing education and licensing support
Limited hybrid work opportunities after 180 days, based on performance and business needs

Why Join StrongHaven?

We're building one of Colorado's premier boutique Wealth Stewardship and Family Office firms. Every member of our team has the opportunity to make a meaningful impact, grow professionally, and help shape the future of the firm.

If you're looking for more than a job—if you're looking for a place to build a career, serve clients with excellence, and grow alongside an ambitious team—we'd love to hear from you.

StrongHaven is an Equal Opportunity Employer.

Join us in shaping the future of investment operations by leveraging your expertise in finance, compliance, and client service. We are dedicated to fostering a vibrant workplace where your skills can thrive while making a meaningful impact on our clients’ financial journeys.

Pay: $67,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance operations occupations jobs in lone tree, co

Investment Operations Associate / Associate Wealth Advisor - licensed candidates preferred

AVP, Fund Compliance - Mutual Funds

Compliance Manager - SMA / Managed Accounts

Senior Client Service Specialist

Compliance Officer

Manager, U.S. Fund Administration

Operations Coordinator

Fraud Analyst

Financial Analyst – Client Operations

Associate Analyst, Defined Benefit - Early Career

Sr Manager, Financial & Regulatory Reporting

Supervisor, Loan Operations Support

Trading & Client Operations Associate

Treasury Operations Associate

Payment Services Manager

Investor Reporting Analyst

Trade Servicing Specialist II

Director, Payments Operations

Treasury Management Integration Specialist

Client Reporting Analyst

I want to receive the latest job alert for finance operations occupations in lone tree, co

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