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
The M&A Integrations Associate will be primarily responsible for supporting the M&A Integration Leads to ensure new advisor practices joining Hightower are prepared to operate and succeed on the Hightower platform. This role is essential in ensuring a seamless integration for the new advisor practices to the Hightower community. The ideal candidate will have experience supporting a Financial Advisor within an advisor practice and have genuine curiosity and desire to solve problems.
What You’ll Do
- Manage integration project plans in Asana – working with corporate subject matter experts and the new advisor teams
- Use RIA experience to help with change management for incoming advisor teams
- Collaborate with Hightower subject matter experts to identify operational aspects of the new practice that require special attention and incorporate in the project plans
- Support the M&A Integration Lead in creating operational best practice playbooks
- Track key KPIs to ensure success including – Advisor platform readiness, platform usage and adoption, and pre vs post close processing performance
What You’ll Bring
- Bachelor’s degree preferred
- 2+ years of experience in an operational, client facing role, for an RIA, preferred
- CRM, client reporting, custodian, and any other typical financial services technology knowledge preferred
- Excellent organizational and multitasking skills.
- Strong communication and interpersonal skills.
- Ability to travel up to 25% of the time
- Base salary of $65,000 - $85,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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 (50% in office)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
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.
