HighTower
Client Relationship Associate - Vigilant Wealth Management
HighTower, Portsmouth, New Hampshire, United States, 00215
Your Future Team:
Vigilant Wealth Management, a growing wealth management practice with approximately $3.3 billion under management as of October 2025, is looking for a Client Relationship Associate to join our talented team. You will work closely with a team of Wealth Advisors and other CRAs to deliver our wealth planning value proposition to clients who are high net worth individuals and families.
This is a hybrid position, based in our Portland, ME or Portsmouth, NH office and work from home, with occasional travel between the two offices. You will report to the Principal.
What You'll Do: Direct support of Wealth Advisors and their books of business Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork Lead the onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process Manage internal client files, ensuring all data is current and accurate Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures Work with our professional advisors, including CPAs, Estate Attorneys, Insurance Agents and others Input and track client related data; ensure consistency and integrity across all technology platforms Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed Manage your Wealth Advisors' calendars, schedule and organize activities, meetings, coordinate travel needs Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend offsite events as appropriate Understand and implement practice compliance responsibilities Play an active role in different practice committees and participate in bi-weekly CRA team meetings - prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement Skills and Requirements:
Proficient in Microsoft Office suite Knowledge of or open to learning the Tamarac Suite (portfolio accounting software), SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity's Wealthscape websites a plus Strong oral and written skills Well-developed presentation skills Attention to detail as it relates to composing, typing and proofing materials Resourceful, analyzing and solving problems in a proactive manner• Ability to exercise discretion with regard to confidential information and client sensitive situations; position requires tact and diplomacy Ability to work beyond standard office hours and attend offsite events, as necessary, while managing and accounting for work time What You'll Bring:
Four year college degree 2 or more years experience or in a support role a plus 2 or more years experience or in financial services a plus Experience with CRM related software is a plus Experience with Schwab and Fidelity Advisor platforms is a plus What We Offer:
Fantastic office location in downtown Portsmouth & Portland Great compensation package and bonus plan Excellent benefits Health, Dental & Vision Insurance HSA & FSA options 401K Employer-paid Life and Disability Insurance Generous PTO plan Bi-annual company events
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 financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Hybrid
Vigilant Wealth Management, a growing wealth management practice with approximately $3.3 billion under management as of October 2025, is looking for a Client Relationship Associate to join our talented team. You will work closely with a team of Wealth Advisors and other CRAs to deliver our wealth planning value proposition to clients who are high net worth individuals and families.
This is a hybrid position, based in our Portland, ME or Portsmouth, NH office and work from home, with occasional travel between the two offices. You will report to the Principal.
What You'll Do: Direct support of Wealth Advisors and their books of business Ensure the Wealth Advisor is prepared for all client/COI/prospect meetings Assist with the creation and updating of client wealth plans, prepare presentations and other paperwork Lead the onboarding of new clients, preparing account opening documents, working with clients and the custodian to provide an accurate and expeditious onboarding process Manage internal client files, ensuring all data is current and accurate Work with clients and related parties to process all manner of transactions including account opening, money movements, gifting, transfers of assets between custodians, and other account maintenance needs Interface with the teams at Schwab Advisor Center and Fidelity, downloading and uploading forms, monitoring and verifying changes in the system, resolving issues and staying current with changing procedures Work with our professional advisors, including CPAs, Estate Attorneys, Insurance Agents and others Input and track client related data; ensure consistency and integrity across all technology platforms Aid in client retention by providing exceptional client service; track and monitor client service standards and prompt Wealth Advisor to take action as needed Manage your Wealth Advisors' calendars, schedule and organize activities, meetings, coordinate travel needs Monitor publications to identify prospective clients and discover information about existing clients, locate opportunities for marketing events, attend offsite events as appropriate Understand and implement practice compliance responsibilities Play an active role in different practice committees and participate in bi-weekly CRA team meetings - prepare and contribute thoughts for agendas, raise concerns, suggest solutions, look for and implement efficiency and process improvement Skills and Requirements:
Proficient in Microsoft Office suite Knowledge of or open to learning the Tamarac Suite (portfolio accounting software), SalesForce (CRM), WebEx, and Schwab Institutional and Fidelity's Wealthscape websites a plus Strong oral and written skills Well-developed presentation skills Attention to detail as it relates to composing, typing and proofing materials Resourceful, analyzing and solving problems in a proactive manner• Ability to exercise discretion with regard to confidential information and client sensitive situations; position requires tact and diplomacy Ability to work beyond standard office hours and attend offsite events, as necessary, while managing and accounting for work time What You'll Bring:
Four year college degree 2 or more years experience or in a support role a plus 2 or more years experience or in financial services a plus Experience with CRM related software is a plus Experience with Schwab and Fidelity Advisor platforms is a plus What We Offer:
Fantastic office location in downtown Portsmouth & Portland Great compensation package and bonus plan Excellent benefits Health, Dental & Vision Insurance HSA & FSA options 401K Employer-paid Life and Disability Insurance Generous PTO plan Bi-annual company events
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 financial vision. Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER: Hightower is an equal opportunity employer and does not discriminate based on 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 have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
#LI-Hybrid