Team Lead in Louisville, Colorado at New Direction IRA Inc.

📍 Louisville, CO | Hybrid
🕒 Full-Time
💲 Salary Range: $65,000–$70,000 annually

New Direction Trust Company (NDTCO) is looking for a people-focused, service-driven leader to help oversee and support our Transactions team.

This is an opportunity for someone who thrives on coaching employees, improving operational workflows, supporting client experiences, and building strong partnerships across departments in a fast-paced financial services environment.

At NDTCO, we help clients take control of their retirement investments through self-directed accounts that allow investing beyond traditional stocks and mutual funds. Our clients invest in real estate, private equity, startups, and alternative assets — and our Transactions team plays a critical role in helping bring those investments to life accurately, efficiently, and compliantly.

We are growing quickly and continuing to evolve our service and operational model, making this an exciting opportunity for a leader who wants to make a visible impact on both team culture and client experience.

The Transaction Specialist Team Lead is responsible for supporting the daily operations, workflow management, and development of the Transactions team while maintaining a strong understanding of transaction processing responsibilities. This role serves as a working leader who provides guidance, mentorship, and operational support to team members while helping ensure transactions are processed accurately, efficiently, and in compliance with IRS regulations and internal policies.

This individual will play a key role in employee development, process improvement, accountability, and maintaining a collaborative, positive team environment. The ideal candidate is organized, solutions-oriented, client-focused, and passionate about helping others succeed.

• Coach and support Transaction Specialists in day-to-day responsibilities and development
• Assist with onboarding, training, mentoring, and employee growth
• Help manage workflow distribution, productivity, and operational priorities
• Foster accountability, teamwork, and a positive team culture
• Serve as a resource for escalations, questions, and transaction guidance
• Identify opportunities for operational improvements and efficiencies

• Review, interpret, and process investment transactions involving alternative assets
• Ensure transactions align with IRS guidelines, regulatory requirements, and internal policies
• Assist with risk mitigation by identifying irregularities and ensuring proper documentation
• Support transaction funding and investor document fulfillment
• Maintain a strong understanding of transaction processes and asset types

• Deliver a high level of client service through responsiveness, professionalism, and proactive communication
• Support team members in resolving client concerns and delivering solutions-oriented service
• Help ensure clients receive timely, accurate, and positive experiences throughout the transaction process

• Leadership mindset with the ability to motivate, coach, and develop others
• Strong client service skills and passion for creating positive client experiences
• Excellent attention to detail and organizational skills
• Ability to thrive in a fast-paced, high-volume environment
• Strong verbal and written communication skills
• Professional judgment, adaptability, and problem-solving abilities
• Collaborative and positive approach to teamwork
• Proficiency in Microsoft Office; Oracle CX Cloud experience is a plus
• Ability to pass a criminal background check

• 3+ years of experience in financial services, banking, trust, or related industries
• Previous leadership, mentoring, or team lead experience preferred
• IRA, trust company, or alternative investment experience strongly preferred
• Experience handling complex financial transactions and client communication

At NDTCO, leadership is about more than managing tasks — it is about developing people, improving experiences, and helping teams succeed together. We believe in investing in employees, promoting from within, and creating long-term career growth opportunities.

• Competitive salary based on experience
• Medical, Dental, Vision, and Life Insurance
• HSA options with employer contributions
• Paid vacation, personal time, and major holidays
• Optional short and long-term disability coverage
• Tuition reimbursement opportunities
• Employee referral bonus program

• Monday – Friday
• Typical hours: 8:30 AM – 5:00 PM MT
• Hybrid work environment
• Based in Louisville, Colorado

If you are ready to grow your leadership career, support a high-performing team, and make a meaningful impact within a growing financial organization, we encourage you to apply today and grow with NDTCO.