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Operations Associate
2 months ago
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 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.
- 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
- Build relationships within custodians and counterparties to support reconciliation
- Investment and Operational Projects
- Respond to queries and issues raised by advisors
- Reviewing agreements for accuracy
What You’ll Bring
- Bachelor’s degree in business administration, accounting, or finance
- The ability to thrive in a fast-paced work environment
- Previous financial industry experience
- A friendly professional demeanor and ability to excel in a team-oriented environment
- Strong proficiency with Microsoft Office suite especially 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)
- Flexible PTO Plan
- Hybrid Model Work Schedule (50% in office)
- 401k Matching Plan
- HSA Employer Contributions
- Student Loan Assistance
- Pet Insurance
- 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
