Operations Associate

Hightower • Chicago, IL

13d • $70,000 - $75,000 • Hybrid

About The Position

Hightower's Operations team supports Advisory teams through the creation, maintenance, and amendments of Client Agreements and custodian maintenance. Reporting to the Manager of Operations, you will play a crucial role in ensuring the smooth functioning of our day-to-day operations. You will be responsible for ensuring standard documentation practices are followed, executing standard operational processes, and implementing quality control measures throughout Hightower operations. To be successful in this role, you must have a strong customer service attitude with the ability to think outside of the box in a fast-paced environment.

Requirements

• Bachelor's degree in business administration, operations management, or a related field (or equivalent practical experience).
• 1+ years of experience in operations or a similar role
• Excellent communication skills and attention to detail
• Experience working with high-net-worth advisors/representatives
• Knowledge of industry-specific regulations and compliance standards
• Ability to work in a fast-paced environment
• 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.

Nice To Haves

• Knowledge of Fidelity Wealthscape, Schwab Advisor Center, and Pershing Netx360+ preferred
• Knowledge of Salesforce is helpful

Responsibilities

• Execute and monitor operational processes, ensuring adherence to established guidelines and procedures.
• Work closely with other departments, such as finance, centralized services, and client reporting, to streamline workflows, resolve operational issues, and enhance overall organizational efficiency
• Create, maintain, and terminate custodian access for all individuals, including all advisor practices as well as Hightower Home Office
• Create, maintain, and terminate all rep codes and data feed connections for all advisor practices as well as Hightower Home Office
• Work closely with firms that are transitioning into Hightower
• Special Projects as needed

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)
• Mother’s lounge onsite
• Flexible PTO plan
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level