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 movements

Coordinate ACH, wire requests, and check disbursements

Verify funding availability and ensure proper documentation for all transactions

Troubleshoot and resolve transaction-related issues with custodians and clients

Client Service & Support

Support the team with client service requests

Assist with account maintenance, service follow-ups, and client inquiries

Help ensure timely and accurate completion of client requests

Provide a high level of responsiveness and professionalism in all client interactions

Account Maintenance & Operations

Prepare paperwork for client accounts and new client accounts

Maintain accurate client records in CRM and portfolio management systems

Assist with account linking, beneficiary updates, and banking instructions

Support reporting and data accuracy across platforms

Compliance & Documentation

Maintain proper documentation for trades, distributions, and client requests

Assist with compliance tracking for client transactions and correspondence

Ensure all activities meet firm and regulatory standards

Team & Operational Support

Collaborate with advisors and team members to ensure smooth daily operations

Assist with process improvements and operational efficiencies

Provide backup support for administrative tasks as needed

What You’ll Bring

5+ years of experience in financial services or wealth management

Experience with custodial platforms such as Schwab is strongly preferred

Understanding of account operations

Strong attention to detail and ability to execute tasks with precision

Ability to manage multiple priorities in a fast-paced environment

Excellent communication and organizational skills

High level of professionalism and discretion when handling client information

Proficiency in Microsoft Office Suite and CRM systems

Client-focused mindset with a commitment to delivering high-quality service

Proactive problem-solver with a positive attitude

Ability 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 insurance

Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Base 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.