$100,000-$115,000/year

As a leader in the “self-directed” IRA industry, New Direction Trust Company gives clients the freedom to invest their tax-advantaged retirement and health savings funds in the alternative assets they are most passionate about. From real estate and startups to small businesses and precious metals, if our clients can find it, we want to help them fund and add to their wealth building portfolio.

We also believe in investing in our employees, listening to their ideas, and educating and promoting from within, so the success of our company is linked to the success of our staff. We love what we do, and we know that you will love it here too because, this is the positive environment you are looking for! If you are inspired by helping individuals do their best work in and outside of the office and love to help create programs that teach new concepts in clever and creative ways, we would love to hear from you! If you want to work for a company that values your professional growth and personal time outside of work just as much as growing our business, then you have come to the right place!

The Financial Operations Director will be a core part of New Direction’s Operations team, overseeing all operational aspects of client finance and funding activities and maintaining the pulse of all clients financial transaction activity, such as incoming transfers and distributions. The Director will work closely with other functions such as Compliance, Corporate Finance, Client Relations, Marketing, Legal and HR. This role reports to New Direction’s Chief Operating Officer and is located in Louisville, CO.  Some onsite work is required; therefore you must be located within the local area.

Responsibilities:

• Oversee financial operations for client investing through management of multiple domain area teams, including client asset accounting and cash movement activities, incoming and outgoing asset transfers, and account reconciliation functions.
• Oversee and maintain multiple banking relationships.
• Develop and implement best practices to support client finance operations.
• Identify areas for continuous improvement by reviewing company policies and procedures and advising management on potential risks and solutions.
• Work cross-functionally to help drive key system initiatives, system improvements and process enhancements.
• Lead and develop direct reports in their professional careers.
• Ensures compliance with accounting procedures through observation, supervision and testing.

Requirements:

• Minimum of 8+ years bank operations or equivalent experience
• Advanced Excel skills and comfort with large data volume
• Strong communication skills, leadership aptitude, and attention to detail
• Excellent managerial skills and ability to evaluate the work of others
• Working knowledge of organizations applicable financial practices and procedures, as well as a thorough understanding of state and federal rules and regulations
• Proficient with accounting software

Education:

• Bachelor’s degree required, Master’s degree preferred, in Accounting or Finance

Employment Type:

• Full time, hybrid remote

Benefits:

• Comprehensive Health, Dental, Vision, and Life Insurance benefits
• Optional buy up on Life Insurance benefits for self, child and spouse
• Optional HSA (dependent on health insurance plan) with employer contributions of $90/month
• FSA and FSA-Dependent Care
• Paid personal time along with major paid holidays
• SIMPLE IRA retirement plan, with matching contributions of up to 3% of income
• Optional short and long-term disability insurance benefits
• Tuition/Certification reimbursement program
• Profit sharing
• Monthly Internet stipend (if applicable)