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
Reporting to the Senior Manager, Client Portal & CRM Services, you will play a hands-on role in managing activities related to Hightower’s Client Portal. The ideal candidate will be a dedicated and service-oriented individual who will focus on providing a positive experience for our end users. You will partner with vendor resources and our internal team to ensure seamless operations and an excellent advisor experience. Additionally, you will contribute to process improvements and standardization
What You’ll Do
- Collaborate with cross-discipline teams to assist in onboarding advisor practices to Hightower’s client portal by reviewing and cleaning data
- Define the scope of data cleanup, addressing issues like duplicates, missing values, outdated information, and incorrect entries
- Validate results for accuracy and completeness
- Work within Salesforce, Box, Asana, reporting (Black Diamond, Tamarac), and financial planning tools (eMoney)
- Collect and implement data into the client portal. This involves uploading photos and logos, configuring the portal settings, and ensuring everything is properly integrated
- Assist in testing the client portals to ensure that the data is displayed correctly and that the portal functions as expected. This includes validating the advisor and client experiences
- Update the hiring manager and business stakeholders on project progress
- Exhibit high level customer service with customers and clients.
What You’ll Bring
- A Bachelor’s degree in Finance, Business Administration, Information Technology, or a related field.
- 3+ years of experience in the Financial Services industry (Wealth Management preferred).
- A developed understanding of the operational details of the advisory business (e.g., RIA) functions (IT, Operations, Compliance) preferred, with the ability to understand the client-facing perspective of our client portal.
- Excellent communication and interpersonal skills, with a desire to learn.
- Attention to detail and strong organizational skills, with the ability to own and continually improve standard processes.
- The ability to manage multiple initiatives simultaneously in a fast-paced environment and prioritize tasks accordingly, while working independently.
- A growth mindset and a propensity to take initiative to constantly improve processes, workflows, and results.
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.
- This is a 6‑month contract opportunity based in Chicago, IL, offering a pay rate of up to $50/hour. The role follows a hybrid schedule, with team members working onsite Monday through Thursday and remotely on Fridays.
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.
