Mergers and Acquisitions Integration Associate
About The Position
Hightower is a wealth management firm providing investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations. Based in Chicago, Hightower serves clients through advisors across the U.S. and operates as a registered investment advisor (RIA). The Internal Integrations Associate supports projects that help advisor practices grow. The role provides analytical, organizational, and administrative support to the Internal Integration team and works closely with the Internal Integration Manager to keep projects on track, meet deadlines, and synchronize progress and communications across departments. The associate uses Asana daily to track progress, manage timelines, and coordinate across the business. The position is in-office Monday through Thursday and remote on Fridays, with travel of up to 25% of the time.
Requirements
- Bachelor’s degree preferred.
- At least 2 years of experience in a client-facing role in project management or integrations management.
- Excellent organizational and multitasking skills.
- Strong communication and interpersonal skills.
- Ability to travel up to 25% of the time.
- Must be a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization, and must not require sponsorship now or in the future.
Nice To Haves
- RIA or financial services industry experience.
- Experience building or maintaining project plans.
- Knowledge of CRM, client reporting, custodian, and other typical financial services technologies.
- Bachelor’s degree.
Responsibilities
- Learn project details quickly, ask thoughtful questions, and support the Internal Integration team and cross-functional stakeholders.
- Provide excellent service to cross-functional stakeholders and advisors.
- Help ensure cross-functional deadlines are met and maintain exceptional attention to detail.
- Work with the Internal Integrations team, colleagues, and partners to develop, maintain, and refine Asana and other alignment tools.
- Identify potential issues early, flag them to managers, and help remove roadblocks.
- Assist where needed, including when tasks are not fully defined or next steps are evolving.
- Learn about different parts of Hightower, its advisors, and the wealth management industry.
- Track project progress, manage timelines, and coordinate work across the business using Asana.
Benefits
- Medical, dental, and vision insurance coverage beginning on the first day of employment.
- Paid parental leave: 16 weeks for a primary caregiver and 8 weeks for a secondary caregiver.
- Onsite mother’s lounge.
- Flexible PTO plan.
- Free gym at the Chicago office.
- 401(k) matching plan.
- HSA employer contributions.
- Student loan assistance.
- Pet insurance.
- Base salary of up to $75,000 plus a discretionary bonus; the exact base salary depends on experience.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
