Project Manager- Client Portal (Contract)

Hightower•Chicago, IL

7d•Hybrid

About The Position

This is a 6-month contract opportunity for a Project Manager focused on Hightower's Client Portal. The role reports to the Senior Manager, Client Portal & CRM Services and involves managing activities related to the client portal, ensuring a positive experience for end users, and partnering with vendor resources and the internal team for seamless operations and an excellent advisor experience. The position will also contribute to process improvements and standardization.

Requirements

A Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field.
3+ years of experience in the Financial Services industry (Wealth Management preferred).
A developed understanding of the operational details of the advisory business (e.g., RIA) functions (IT, Operations, Compliance) preferred, with the ability to understand the client-facing perspective of our client portal.
Excellent communication and interpersonal skills, with a desire to learn.
Attention to detail and strong organizational skills, with the ability to own and continually improve standard processes.
The ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly, while working independently.
A growth mindset and a propensity to take initiative to constantly improve processes, workflows, and results.
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

Collaborate with cross-discipline teams to assist in onboarding advisor practices to Hightower’s client portal by reviewing and cleaning data.
Define the scope of data cleanup, addressing issues like duplicates, missing values, outdated information, and incorrect entries.
Validate results for accuracy and completeness.
Work within Salesforce, Box, Asana, reporting (Black Diamond, Tamarac), and financial planning tools (eMoney).
Collect and implement data into the client portal, including uploading photos and logos, configuring portal settings, and ensuring proper integration.
Assist in testing the client portals to ensure data is displayed correctly and the portal functions as expected, validating both advisor and client experiences.
Update the hiring manager and business stakeholders on project progress.
Exhibit high-level customer service with customers and clients.