Salesforce Business System Analyst (Contract To Hire)

Our Story

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 vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence.

What You’ll Do

The technology CRM Product team determines the roadmap for Hightower’s CRM Salesforce platform and leads the projects to achieve the roadmap items. As a member of the team, your primary responsibilities in this role are:

• Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements – Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounter
• Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude)
• Partner with cross-discipline team members to support collaboration and promote a positive client experience
• Delivery of CRM technology projects (understanding requirements, create design, work with developers, QA, and implementation).
• SME oversight of CRM conversion efforts as new teams join Hightower.
• Research potential vendor products to enhance the CRM platform
• Provide guidance to the CRM support team

What You’ll Bring

• Salesforce administration certification
• In-depth knowledge of Sales Cloud and Service Cloud
• Experience writing SOQL queries
• Capacity to quickly learn 3rd party products
• Prior experience working in Financial services industry
• Understanding of SDLC/Agile development process
• Experience working with other CRM systems

What We Offer

• We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
• We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals

AN 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.