Senior Analyst - Product & Vendor Management

Hightower•Chicago, IL

13d•$100,000•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). Your Future Team The Product and Vendor Management (PVM) team serves as internal subject matter experts and primary contacts for third-party products, tools, and services such as trading and rebalancing platforms (Black Diamond, Tamarac, Moment), SMAs, turnkey asset management programs (e.g., Envestnet), and research tools like Bloomberg and Morningstar. We cultivate relationships with leading providers, partner with internal and external stakeholders to introduce new products and continuously enhance offerings for Hightower advisor practices. What You’ll Do In this dynamic role, you will drive organic growth opportunities for existing advisor practices, support onboarding of products and tools for new M&A deals, and act as a liaison between Hightower’s third-party providers and the financial advisor community. You will also collaborate cross-divisionally with Legal, Risk, Compliance, Finance, Operations, Investment Management, and Technology to ensure seamless integration and ongoing improvements.

Requirements

Bachelor’s degree from an accredited college or university.
3-5 years of full-time work experience in wealth or investment management, with a strong preference for prior experience working with RIAs and/or broker dealers and third-party custodians (e.g., Fidelity, Pershing, Schwab).
Experience with trading, rebalancing and TAMP tools.
Ability to quickly build credibility and rapport with third parties and financial advisor community.
Strong drive, proactive mindset, outcome and detail oriented.
Proficiency in Microsoft Office Suite (excel skills a plus) and CRM tools (Salesforce preferred).
Effective verbal and written communication skills with ability to adapt to different audiences.
Active Series 7, 66 (63/65) licenses (or required within 6 months of hire); additional industry designations (CFP, CFA, CAIA, CIMA, etc.) are welcome.
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

Serve as subject matter expert and primary point of contact for financial advisors providing proactive and reactive product-related support.
Proactively support and engage with advisors and vendors to facilitate daily operations, configuration, and workflows of trading tools, rebalancers and TAMPs.
Collaborate with the Capital Markets Desk to provide support for fixed income trading, including transition planning and customization.
Support PVM colleagues in evaluating and onboarding solutions and play a pivotal role in contract and service level negotiations with new and existing vendors.
Support PVM colleagues to improve business processes and functions, including M&A-related integrations.
Maintain timely, accurate and complete PVM administration tasks, including user lists and permissions, due diligence documentation collection, regular data aggregation and trend analysis.
Support PVM colleagues in integrating Advisor Practices into the Hightower Signature Wealth ecosystem by coordinating solution changes and vendor alignment.

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
Hybrid work schedule (minimum of 3 days in office)
Free brand-new gym in the Chicago office
401k matching plan
HSA employer contributions
Student loan assistance
Pet insurance
Base salary of $100,000 plus discretionary bonus (exact base salary amount will be dependent on experience)