Associate, Operations

Hightower Advisors, LLC; Chicago (IL); Hybrid; USD 70,000 - 75,000; Full time

Job summary

A financial services firm based in Chicago is seeking a detail-oriented Operations Associate. The role entails managing client accounts, processing account maintenance requests, and handling complex transactions. Candidates should hold a Bachelor's degree and have experience in financial operations, preferably while having a customer-focused attitude. The firm offers competitive pay, excellent benefits including flexible PTO, and a hybrid work schedule.

Benefits

Medical, dental, and vision insurance

Paid parental leave

Flexible PTO plan

Free gym access

401k matching plan

HSA employer contributions

Student loan assistance

Qualifications

• Experience in financial operations or a similar role.
• Series 7, 63/65 is a bonus.

Responsibilities

• Open and close client accounts on multiple custodial systems.
• Process account maintenance requests on multiple custodial systems.
• Outgoing cashiering review and approvals.
• Various Transfer of Assets processing including ACATs and DTC Gifting.
• Provide support for any additional paperwork processing and questions.

Skills

Customer service attitude

Strong communication skills

Ability to work in a fast-paced environment

Knowledge of Salesforce

Education

Bachelor’s degree or equivalent professional experience

Job description

200 W Madison St, Chicago, IL 60606, USA

Job Description

Posted Tuesday, September 30, 2025 at 5:00 AM

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 Operations Department, a division of the Business Services & Operations Department, strives to provide industry-leading support to the firm’s advisor teams.

What You’ll Do

This position reports to the Senior Associate, Operations and is self-motivated with a high attention to detail. To be successful in this role, you must have a strong customer service attitude with the ability to think outside of the box in a fast-paced environment. An understanding of traditional Brokerage back-office Operations and/or Insurance/Annuity carrier appointments and change of broker dealer processing will serve you well.

• Open and close client accounts on multiple custodial systems
• Process account maintenance requests on multiple custodial systems
• Outgoing cashiering review and approvals plus periodic/standing plan establishment and maintenance
• Various Transfer of Assets processing including, ACATs and DTC Gifting
• Insurance/Annuity Carrier Appointments
• Insurance/Annuity Change of Broker Dealer processing
• Provide support for any additional paperwork processing and questions
• Special projects as needed

What You’ll Bring

• Bachelor’s degree or equivalent professional experience required.
• Experience in financial operations or a similar role
• Excellent communications skills
• Ability to work in a fast-paced environment
• Series 7, 63/65 is a bonus
• Knowledge of Salesforce

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 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
• Base salary of $70,000-$75,000 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.

200 W Madison St, Chicago, IL 60606, USA