Senior Analyst, Client Agreement Operations

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). Your Future Team Hightower's Business Service & Operations team supports Advisory teams through the creation, maintenance, and closure of custodian accounts and client agreements while supporting advisory fee billing and agreement amendment processes. Reporting to the Manager of Client Agreement Operations, you will play a crucial role in ensuring the smooth functioning of our advisor practice integration activities while supporting day-to-day operations as needed. You will be responsible for ensuring standard documentation practices are followed, executing standard operational processes, and implementing quality control measures throughout Hightower operations. You will support the data aggregation and loading of client agreement documentation and attributes into our Salesforce system for onboarding practices, ensuring quality and data accuracy throughout the process. What You’ll Do Integration Activities Manage external vendor relationships and coordinate data collection efforts. Integrate data from advisor teams, ensuring it is accurate, complete, and approved. Establish quality control measures to establish repeatable processes. Identify potential risks or vulnerabilities in operational processes and propose mitigation strategies Transfer and maintain data within internal systems, ensuring integrity and minimizing errors. Track project progress, report on key milestones, and ensure timely completion. Conduct operational diligence reviews of all deals, providing status updates as necessary. Travel to onboarding practices, as needed, to educate and train on internal client agreement systems and processes. Business as Usual Activities Serve as backup and support to the rest of the Client Agreements team as needed. This could include answering ticket inquiries, training existing advisor teams on processes, or reviewing & approving client agreements What You’ll Bring A Bachelor’s degree in Business Administration, Operations Management, or a related field A minimum of 3 years of experience in the financial services industry(RIA/Wealth Management). Strong analytical skills and exceptional attention to detail. Excellent communication skills, both written and verbal. The ability to thrive in a fast-paced environment and manage multiple priorities. Proficiency in Excel (including pivot tables, formulas, and data visualization) and Python scripting for data automation. 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 of 3 days in office) Free brand-new gym in the Chicago office 401k matching plan HSA employer contributions Student loan assistance Pet insurance Base salary of $80,000-$90,000 plus discretionary bonus (exact base salary amount will be dependent on experience) 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.

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