Mergers and Acquisitions Integration Associate

Hightower Advisors•Chicago, IL

1d•Hybrid

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 operates as a registered investment advisor and supports independent-minded wealth advisors across the U.S. The Internal Integrations Associate supports projects that help advisor practices grow and helps keep progress and communications synchronized within and between departments. Working side-by-side with the Internal Integration Manager, the associate provides analytical, organizational, and administrative support to keep projects on track and meet deadlines. The role uses Asana as the primary project management system 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

At least 2 years of experience in a client-facing project management or integrations management role.
Excellent organizational and multitasking skills.
Strong communication and interpersonal skills.
Ability to travel up to 25% of the time.
Unrestricted U.S. work authorization without a need for current or future sponsorship.

Nice To Haves

Bachelor’s degree.
Experience in the RIA or financial services industry.
Experience building or maintaining project plans.
Knowledge of CRM, client reporting, custodian, and other typical financial services technology.

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 tools that keep teams aligned.
Identify potential issues early, flag them to managers, and help remove roadblocks.
Adapt to evolving tasks and assist where needed.
Learn about different parts of Hightower, its advisors, and the wealth management industry.

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, brand-new gym in the Chicago office.
401(k) matching plan.
HSA employer contributions.
Student loan assistance.
Pet insurance.
Base salary of up to $75,000 plus discretionary bonus; exact base salary depends on experience.