Onboarding Specialist - Hightower Signature Wealth

Hightower • Dallas, TX

11d • Onsite

About The Position

Hightower Signature Wealth is seeking an Onboarding Specialist to own the transition from prospect to fully onboarded and funded client as the firm builds out its centralized onboarding model. The specialist partners with Business Development Officers, advisors, and internal teams to guide new clients through onboarding, coordinate account opening and funding, manage follow-up, and resolve blockers. As a primary point of contact during onboarding, the specialist explains next steps and helps ensure a smooth transition into the client’s ongoing relationship with Hightower Signature Wealth.

The role is based in an in-office Monday-through-Friday work environment. Hightower is a wealth management firm founded in 2008, based in Chicago, with advisors across the United States.

Requirements

• 1–3+ years of experience in financial services, preferably in client service, operations, onboarding, or account administration.
• Understanding of the wealth management industry and the needs of high-net-worth clients.
• Experience supporting client onboarding, account opening, asset transfers, or related client service processes.
• Strong organizational skills and attention to detail, with the ability to manage multiple client workflows simultaneously.
• Clear and professional verbal and written communication skills with clients and internal teams.
• Experience with CRM and onboarding/documentation systems.
• Strong process discipline focused on accuracy, responsiveness, and timely completion.
• Accountability for onboarding performance, including onboarding cycle time and time to funding.
• U.S. citizenship, U.S. permanent residency, or other unrestricted U.S. work authorization without a need for sponsorship now or in the future.

Nice To Haves

• Salesforce experience preferred.

Responsibilities

• Own the end-to-end onboarding journey from client commitment through funded account.
• Serve as a primary point of contact for new clients, providing clear guidance on next steps, requirements, and timelines.
• Partner with Business Development Officers and advisors to ensure a seamless transition from prospect to client.
• Coordinate account opening, documentation, compliance requirements, asset transfers, and funding activities across clients and internal teams.
• Manage client follow-up and outstanding requirements to maintain momentum through onboarding.
• Maintain accurate CRM and onboarding records, including client status, next steps, and outstanding requirements.
• Execute standardized onboarding workflows and checklists to deliver a consistent client experience.
• Identify, escalate, and resolve blockers that delay account opening or funding.
• Ensure a smooth handoff to the advisor and ongoing service team after onboarding is complete.
• Track onboarding performance, including onboarding cycle time and time to funding.

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.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: No Education Listed