Overview

Operations Manager, Transactions Louisville, Colorado Hybrid Full-Time Exempt Salary Range: $77,000 -$90,000 annuallyBuild a Career-and Still Have a Life Outside of WorkAt New Direction Trust Company (NDTCO), we believe meaningful work and a fulfilling life outside the office should go hand in hand. As a leader in the self-directed IRA industry, we help clients pursue their financial goals by investing in alternative assets-including real estate, private equity, and precious metals-through tax-advantaged retirement accounts.Our success is driven by our people. We invest in employee development, welcome new ideas, and create opportunities for team members to grow their careers from within. If you are a thoughtful leader who enjoys developing people, improving processes, and creating an exceptional client experience, we would love to meet you. About the Role NDTCO is seeking an experienced Operations Manager to lead our Transactions department. This role is responsible for the daily performance of the team and the timely, accurate, and compliant processing of client transactions.The Operations Manager will establish clear priorities, manage workloads, monitor service levels, strengthen quality controls, and ensure the department is prepared for periods of increased transaction volume. This leader will coach and develop employees, remove operational roadblocks, and partner with departments throughout the organization to improve the client and employee experience.The successful candidate does not need to personally process every transaction or know every answer immediately. They must know how to lead the work, ask the right questions, use available resources, make sound decisions, and hold the team accountable for results.This position reports to the Managing Director, Client Experience and HR. What You'll Do Lead the Transactions Team Provide day-to-day leadership, direction, and support to Transaction Specialists and team leadership.Establish clear expectations for productivity, quality, accuracy, responsiveness, and professional conduct.Assign and balance workloads based on transaction volume, complexity, employee capacity, and business priorities.Conduct regular one-on-one meetings, team meetings, performance discussions, and coaching sessions.Develop employees through ongoing feedback, cross-training, stretch opportunities, and documented development plans.Recognize strong performance and address performance or conduct concerns promptly and consistently.Build a collaborative, accountable environment in which employees understand their responsibilities and take ownership of results. Oversee Transaction Operations Manage the timely and accurate processing of transactions involving the asset types NDTCO currently holds, including real estate, private equity, precious metals, public investments, transfers, and distributions.Maintain visibility into transaction queues, aging items, deadlines, escalations, and outstanding client requirements.Review and approve transactions within the authority assigned to the position.Ensure transaction documentation is complete, accurate, and consistent with NDTCO requirements before approval or funding.Provide guidance on complex, unusual, or escalated transactions and determine when additional review is required.Maintain appropriate staffing, coverage, and backup plans to support daily operations and peak-volume periods.Identify and resolve workflow bottlenecks that could affect processing times or the client experience. Drive Quality, Risk Awareness, and Compliance Ensure the department consistently follows NDTCO policies, procedures, administrative requirements, and applicable regulatory guidance.Partner with Trust, Compliance, AML/KYC, Finance, Client Services, and other departments to resolve concerns and support appropriate risk-based decisions.Establish and maintain controls that reduce errors, strengthen consistency, and support accurate transaction processing.Monitor errors, rework, exce