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Take Your Career in a New Direction!

New Direction Trust Company

Join our team!

We are looking for sharp, self-motivated and talented individuals to become a part of our forward-thinking financial institution. If you have a positive attitude and strive for excellence, you will fit in well with our team!

We are passionate!

New Direction Trust Company is an industry leader in self-directed IRA services for alternative investments. Self-directed IRAs are rapidly growing and empowering retirement investing. Be a part of the movement by providing our clients with knowledge, technology, and services to achieve their investment goals.

New Direction Trust Company

Benefits

  • Health, dental, vision and life insurance benefits
  • An optional Health Savings Account tied to health insurance
    • $90 employer contributions each month (regardless of your employee contribution activities)
    • Additional matching employer contributions of up to $300 per year when you make employee contributions
  • Retirement benefits
    • Matching employer contributions of up to 3% of your income when you make employee contributions
  • Vacation and PTO accrued over time

Learn & Grow

  • Learn about all things self-directed such as the different types of retirement plans, types of investments/assets, IRS rules/regulations, asset management, and more.
  • Attend our Lunch & Learn classes hosted by your colleagues for insights on their interests.

Location

  • Our Louisville, CO headquarters houses our primary staff and is the base of operations for all of your account activities.
  • Louisville is located just 10 minutes from Boulder and 20 minutes from Denver.

Open Positions

New Direction Trust Company empowers investors with the ability to invest in alternative assets (real estate, crypto, private equity, etc) within their retirement and HSA accounts. Join our team and help us build the alternative investment platform for investors looking for hyper-diversification in their portfolios. We have a fun, growing team that really cares about the quality of the experience for our investors.

Client Relations Specialist

The Client Relations Specialist is responsible for providing an exceptional client experience by responding to inbound client inquiries and outbound client outreach when necessary. This role is a member of the Client Relations Department and reports directly to the Client Relations Manager.

RESPONSIBILITIES:
  • Welcomes newly established clients to NDTCO via a Welcome Call - following the Department’s outlined process
  • Assists NDTCO clients via inbound/outbound phone calls, live chats, assigned tickets, emails, and in-person meetings; providing exceptional service and well-researched solutions
  • Coordinates with other Client Relations Specialists to ensure adequate phone coverage during business hours
  • Works with NDTCO staff by conducting outbound calls/emails when necessary
  • Works closely with Client Relations Manager to report work flow enhancements and educational/instructional material discrepancies or needs
  • Conducts all responsibilities with a focus on an exceptional client experience
  • Enters and updates tickets and contact records with notes pertaining to interactions with clients or internal staff (if it pertains to a client/ticket)
  • Works closely with internal teams to ensure a seamless client experience
  • Actively pursues resolution for clients inquires and issues
  • Acts as the client advocate within NDTCO to ensure the client needs are addressed in a timely matter
  • When possible, acts as the host for clients that visit the NDTCO office

REQUIREMENTS:
  • 1+ years experience in an inbound contact center role, preferably in financial services
  • Client service orientation focused on finding solutions to client issues/requests
  • A desire to find solutions for others; continuously seeking out ways to make the client experience better
  • High competency of verbal and written communication as well as active listening
  • Familiarity with qualified plans & IRC 4975 preferred
  • Competent in Microsoft 365 products
  • Ability to work under minimal supervision and multi-task in a fast-paced environment
  • Ability to work with and maintain highly confidential information
  • Typing speed of 50+ words per minute
  • Strong work ethic with a professional attitude
  • Ability to use provided tools and resources to conduct in-depth research
  • Pass a criminal background check
  • Complete required annual banking compliance courses (provided by NDTCO)

SUCCESS METRICS:
  • Measured based upon the feedback from the Client Relations Manager and their working peers
  • Measured by the effectiveness and accuracy of resolving client inquiries
  • Measured by the timely response to phone calls, emails, and outreach assignments
  • Measured by the quality of written and verbal communication

EDUCATION:
High school diploma or relevant work experience

EMPLOYMENT TYPE:
Full-time
Non-exempt

Upload resume and cover letter:

New Direction Trust Company empowers investors with the ability to invest in alternative assets (real estate, crypto, private equity, etc) within their retirement and HSA accounts. Join our team and help us build the alternative investment platform for investors looking for hyper-diversification in their portfolios. If you are looking for a collaborative role that engages all aspects of the development cycle, this role is for you. We have a fun, growing team that really cares about the quality of the user experience for our investors.


Full Stack Web Developer 

The Full Stack Web Developer is responsible for all areas of Software Development life cycle, including coordination with application development team and platform leads. This position is a key role in the overall success of delivering to market, user-focused solutions to NDTCO’s B2C and B2B clients.

Responsibilities:
  • Work across full technology stack to deliver end to end solutions
  • Contribute to all phases of the software development life cycle
  • Follow internal procedures and coding standards
  • Implement new projects, enhancements, bug fixes and features in existing product solutions
  • Continue to learn and introduce emerging technologies to deliver effective solutions
  • Help create a collaborative team environment
  • Support deployment and release management activities
  • Offshore team coordination
  • Acts as the representative of technology in business development and strategic initiatives
  • Coordinate technical discovery and definition of new projects
  • Work closely with senior management and the technology team to ensure proper resourcing for development projects
  • Ensure that development projects align to the defined software development and architectural standards
Requirements:
  • 3+ years of Application Development experience
  • Strong UX sensibilities and UI development capabilities
  • Self-motivated and organized with excellent communications skills
  • Ability to translate business requirements into a technical solution
  • A collaborative approach towards projects
  • Experience developing in a web framework
  • Building dynamic web apps using Angular, HTML5, JavaScript and Node.js
  • Good understanding of relational databases and security relating to SQL Server.
  • Knowledge of Git, SASS/SCSS
  • Worked in Agile environment
  • Familiarity with responsive design
  • Build and consume custom SOAP and REST APIs
Optional:
  • CSS3, jQuery, knowledge of Jenkins, Jira, Bit Bucket, AWS, Content Management System  
Success Metrics:
  • Measured based upon the quantity and quality of successful deployments of bug fixes/new features/new functionalities to the NDTCO platform
  • Measured by the adoption and satisfaction platform leads and end-user experience
  • Measured by the timely delivery and quality of tasks assigned
  • Measured based upon the feedback from the supervisor and collaborative team members
Education:
Degree in computer science or relevant work experience

Employment type:
Full-time
Exempt

Upload resume and cover letter:

We employ individuals with a broad range of skills. Some examples of positions and skill sets we may be looking for include:

  • Accounting professionals with trust accounting experience and management experience
  • Account representatives (preferably with customer service experience, experience in self-directed IRAs, and/or financial services experience)
  • Individuals familiar with real estate purchase contracts, real estate and/or title company experience is helpful (agents' license not necessary)
  • Individuals with document handling experience using higher-level CRM systems
  • Marketing and Business Development individuals (excellent communication skills in both written and verbal venues, experience in education, graphic design, etc.)

If you have any of the listed skills or knowledge bases, upload your resume and cover letter from a job listing above or feel free to send in a resume and cover letter to hr@ndtco.com. When applying for a position, please send in your cover letter and resume in Microsoft Word or pdf format.

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