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Operations Associate

Our StoryFounded 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 vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).What You’ll DoThe Operations Associate is an important member of the Operations team, supporting advisory teams in data management, and promoting a positive client experience. We ask that you have financial operations experience, and the ability to work in a team environment. We are looking for someone who will assist with all operational needs of the Operations team, from Advisory relations to other various operations duties as required.• Build relationships within custodians and counterparties to support reconciliation• Investment and operational projects• Respond to queries and issues raised by advisors• Reviewing agreements for accuracyWhat You’ll Bring• Bachelor’s degree in business administration, accounting and finance• The ability to thrive in a fast-paced environment• Previous financial industry experience• A friendly professional demeanor and ability to excel in a team-oriented environment• Strong proficiency with Excel (can maintain complex spreadsheets)What We Offer• 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 model work schedule (minimum 50% in office)• Free brand-new gym in the Chicago office• 401k matching plan• HSA employer contributions• Student loan assistance• Pet insuranceAN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.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.
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CEO of Hightower Advisors
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Bob Oros
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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. ...

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Full-time, hybrid
DATE POSTED
September 15, 2024

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