Operations Associate

Hightower Advisors • Chicago, IL

1d • $60,000 - $65,000 • Hybrid

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, as well as 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 Business Service & Operations team supports Advisory teams through the creation, maintenance, and closure of custodian accounts and client agreements, while supporting advisory billing and agreement amendment processes.

Reporting to the Manager of Client Agreement Operations you will play a crucial role in ensuring the smooth functioning of our advisor practice integration activities, while supporting day-to-day operations as needed. You will be responsible for ensuring standard documentation practices are followed, executing standard operational processes, and implementing quality control measures throughout Hightower operations. You will support the data aggregation and loading of client agreement documentation and attributes into our Salesforce system for onboarding practices, ensuring quality and data accuracy throughout the process.

Requirements

• A Bachelor’s Degree in Business Administration, Operations Management, or a related field
• A minimum of 1 years of experience in the financial services industry.
• Strong analytical skills and exceptional diligence.
• Excellent communication skills, both written and verbal.
• The ability to thrive in a fast-paced environment and manage multiple priorities.
• Proficiency in Excel (including pivot tables, formulas, and data visualization)
• 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.

Responsibilities

• Review client agreements and amendments to ensure accuracy, completeness, and compliance with established standards.
• Respond to inquiries and resolve issues raised by advisors in a timely and professional manner.
• Collaborate cross-functionally with internal teams to enhance coordination and deliver a seamless advisor experience.
• Develop and maintain strong relationships with advisor firms.
• Support operational initiatives and contribute to project execution and process improvements.

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
• In-office Monday through Thursday and work from home on Fridays
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $60,000-$65,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

What This Job Offers

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