Client Portal Project Manager (Contract) – Data & Onboarding

HighTower Advisors, LLC; Chicago, Northern (IL, KY); Hybrid; USD 55,000 - 69,000; Full time

Benefits offered by this job

Hybrid work model

Competitive hourly pay

Job summary

HighTower Advisors, LLC is seeking a Client Portal Project Management Associate on a 6-month contract in Chicago, IL. The role focuses on onboarding advisor practices to the client portal, cleaning and validating data, and coordinating with internal teams and vendors for a seamless advisor experience.

You will work with Salesforce, Box, Asana, Black Diamond, Tamarac, and eMoney to ensure data accuracy and a positive end-user experience, while reporting progress to stakeholders in a fast-paced

Qualifications

• Bachelor’s degree in Finance, Business Administration, Information Technology, or related field.
• 3+ years of experience in Financial Services (Wealth Management preferred).
• Understanding of advisory business operations (IT, Operations, Compliance) with client portal focus.

Responsibilities

• Collaborate with cross-disciplinary teams to onboard advisor practices to the client portal.
• Define data cleanup scope including duplicates, missing values, and outdated information.
• Validate data accuracy and completeness.
• Work within Salesforce, Box, Asana, and reporting/financial planning tools.
• Collect and implement data into the client portal, including uploading photos and logos.

Skills

Professional communication

Attention to detail

Project management

Independent work

Growth mindset

Education

Bachelor's degree in Finance/Business/IT

Tools

Salesforce

Box

Asana

Black Diamond

Tamarac

eMoney

Job description

HighTower Advisors, LLC is seeking a Client Portal Project Management Associate on a 6-month contract in Chicago, IL. The role focuses on onboarding advisor practices to the client portal, cleaning and validating data, and coordinating with internal teams and vendors for a seamless advisor experience.

You will work with Salesforce, Box, Asana, Black Diamond, Tamarac, and eMoney to ensure data accuracy and a positive end-user experience, while reporting progress to stakeholders in a fast-paced