Investment Operations Leader Hybrid Growth

Perspective Wealth Advisors

Perspective Wealth Advisors, located in Loveland, Colorado, is seeking an Investment Operations Director to enhance our operational infrastructure in the financial planning sector. This role combines investment operations oversight with active participation in portfolio management and requires strong analytical skills.

The ideal candidate will ensure accuracy across trading workflows while supporting strategic investment decisions. A background in an asset management or RIA setting is essential, and proficiency with tools like Schwab Advisor Center and iRebal is preferred.

Join us in a dynamic environment aimed at excellence and client-first service.

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Vacancy posted 2 days ago

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