Our Story
Private Vista is a financial advisory practice dedicated to helping clients achieve their financial goals through personalized planning and investment strategies. Our team of experienced professionals is committed to providing the best service we can and solutions to address the individual financial challenges faced by our clients.
What You’ll Do
We are seeking a highly skilled and detail-oriented Operations Analyst to join our team. The ideal candidate will be responsible for analyzing and managing data, developing and implementing training programs, and utilizing technology to identify opportunities for process improvement. This role requires a strong understanding of operations, data analysis, and technology, as well as excellent communication and collaboration skills.
- Analyze and manage data, including segmentation, and practice scorecard.
- Use strong working knowledge of Salesforce to keep data clean and run reports for the practice.
- Develop and implement training programs to enhance team performance.
- Identify and leverage technology and AI opportunities to improve processes.
- Conduct process reviews and manage operational workflows.
- Prepare and present reports to the managing partner.
What You’ll Bring
- Bachelor's degree in a relevant field.
- Minimum of 5 years of experience in operations, data analysis, or a related field.
- Technologically savvy with a strong understanding of data-driven decision-making.
- Excellent communication and collaboration skills.
- Process-oriented and coachable.
What We Offer
- Coverage on the first day of employment for medical, dental, and vision insurance
- Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Year Round 5-Hour Fridays
- Hybrid in Office Policy
- Salary: $100,000 + discretionary bonus
Hightower Story:
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401(k) consulting and cash management services to corporations. Hightower’s capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
