Executive Director, Advisor Services- West Coast
About The Position
Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, and 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 financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA). Hightower's Advisor Services team focuses on serving as an organic growth and practice management partner for Advisor Businesses through coordinating with different Corporate Departments to deliver strategic programs to Advisor Businesses. Reporting to the West Region Head, you will help use your knowledge to guide strategic decision-making and enhance our organization's impact. You will be a strategic thinker, a skilled relationship builder, and passionate about applying the organic growth model to increase organizational growth and impact. We will ask you to travel to our Advisory practices based on the West Coast 50% of the month. If you are based in the LA, Chicago or NYC area, we will require you to come into our office Monday-Thursday on the weeks when you are not traveling. Practice Management Lead advisor businesses through Hightower's practice management model (strategic planning, pipeline optimization, P&L management, etc.). Partner with FP&A leadership to forecast annual budgets; guide advisor practices through budgeting process. Conduct the necessary technical analysis of a given issue to make relevant recommendations to the Region Head. Regional Engagement & Growth Strategy Develop, together with Region Head, growth strategies for all assigned advisor practices Identify opportunities for organic growth. Work with Hightower's Growth Optimization and Wealth Solutions teams to further the use of Hightower solutions within advisor practices.
Requirements
- Bachelor's degree required, MBA preferred.
- 12+ years of experience in wealth management, specifically in working with advisors in a supervisory, relationship management, or consulting capacity. A high degree of direct experience working with advisors is a requirement for this role.
- Experience building and maintaining relationships with key stakeholders.
- Ability to both represent Hightower home office as a senior leader, while also possessing the requisite skills (Excel, PowerPoint, etc.) to drive a project to completion.
Nice To Haves
- MBA preferred.
Responsibilities
- Lead advisor businesses through Hightower's practice management model (strategic planning, pipeline optimization, P&L management, etc.).
- Partner with FP&A leadership to forecast annual budgets; guide advisor practices through budgeting process.
- Conduct the necessary technical analysis of a given issue to make relevant recommendations to the Region Head.
- Develop, together with Region Head, growth strategies for all assigned advisor practices
- Identify opportunities for organic growth.
- Work with Hightower's Growth Optimization and Wealth Solutions teams to further the use of Hightower solutions within advisor practices.
Benefits
- 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)
- Flexible PTO plan
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $180,000-$190,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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What This Job Offers
Job Type
Full-time
Career Level
Executive
