Director, Service and Central Office Operations

1 week ago


Chicago, Illinois, United States HighTower Advisors Full time
Job Summary

We are seeking a highly experienced and skilled professional to lead the strategic direction and operational management of our Central Office Services department. As the Director, Service and Central Office Operations, you will be responsible for ensuring the successful servicing of our advisor teams and ongoing outreach and remediation for various data reconciliation items.

Key Responsibilities
  • Implement and lead day-to-day functions of the Advisor Services, Data Reconciliation, and Data Analytics teams within Central Office Services to ensure all advisor inquiries and business obligations are addressed timely and within the prescribed SLAs.
  • Centralize data-related advisor outreach to promote an improved and streamlined advisor experience as measured by ongoing feedback from advisors.
  • Develop best practices and procedures related to advisor outreach and account/client/data remediation activities to drive toward ongoing adherence to regulatory and other business-related obligations with a goal of ensuring 85%+ of all tasks are completed as scheduled.
  • Establish data quality goals with the Data Governance team and operationalize a plan to achieve those goals through business procedures and ongoing feedback/guidance from the Data Governance team.
  • Work closely with Technology, Operations, Finance, Compliance, and other functions to improve business processes based on learnings from data analyses and remediation activities.
  • Flag and support any downstream impact of data issues and discrepancies to ensure all stakeholders are notified within a specific timeframe or escalation tier and involved as needed to perform full remediation of said activities.
  • Serve as a subject matter expert on data to inform future investments in Technology and in Operations by providing necessary insight to support future proposals and initiatives.
Requirements
  • Bachelor's degree in Finance, Business Administration, or a related field.
  • Extensive experience in Operations and Client Service/Relationship Management, preferably in a leadership role.
  • Understanding of key strategic, financial, and operational drivers of data analysis/remediation and advisor experience.
  • Excellent leadership, communication, and interpersonal skills.
  • Strong analytical and problem-solving abilities.
  • Ability to manage multiple initiatives simultaneously and prioritize tasks effectively.
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.
  • Free brand-new gym in the Chicago office.
  • 401k matching plan.
  • HSA employer contributions.
  • Student loan assistance.
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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