Our 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).
Your Future Team
Hightower's Operations team supports Advisory teams through the creation, maintenance, and amendments of Client Agreements and custodian maintenance.
Reporting to the Senior Associate, Operations you will play a crucial role in ensuring the smooth functioning of our day-to-day operations. You will be responsible for ensuring standard documentation practices are followed, executing on standard operational processes, and implementing quality control measures throughout Hightower operations.
What You’ll Do
- Execute and monitor operational processes, ensuring adherence to established guidelines and procedures.
- Collect and analyze operational data as defined by team leadership.
- Present actionable insights to senior team members for further analysis.
- Daily review, research and settlement of advisory questions and issues
- Agreement review and approvals
- Ensure compliance with applicable laws, regulations, and internal policies. Identify potential risks or vulnerabilities in operational processes and propose mitigation strategies
- Monitor project progress and report on key milestones to project leads.
What You’ll Bring
- Bachelor's degree in business administration, operations management, or a related field (or equivalent practical experience).
- 1+ years of branch operations and/or client service experience (Open to internship experience)
- Excellent communications skills and attention to detail
- Ability to work in a fast-paced environment
- Strong Microsoft Office Suite skills
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)
- Mother's lounge onsite
- Flexible PTO plan
- Hybrid model work schedule (minimum 50% in office)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $60,000-$70,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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.
