Hybrid Operations Associate, Wealth Management

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

Benefits offered by this job

Medical coverage

Dental coverage

Vision coverage

Parental leave

Mother’s lounge onsite

Flexible PTO

WFH Fridays

Gym in Chicago office

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors, based in Chicago, is seeking an Operations professional to support advisory teams through standard documentation and processes. You will ensure quality control, streamline workflows with finance and client reporting, and manage custodian access and data connections for advisor practices and the Hightower Home Office.

The role requires a customer-service mindset, the ability to work in a fast-paced environment, and knowledge of industry regulations.

Qualifications

• Bachelor's degree in business administration, operations management, or related field (or equivalent practical experience).
• 1+ years of experience in operations or a similar role.
• Excellent communication skills and attention to detail.

Responsibilities

• Execute and monitor operational processes per guidelines and procedures.
• Collaborate with finance, centralized services, and client reporting to streamline workflows.
• Create, maintain, and terminate custodian access for all individuals and advisor practices.
• Create, maintain, and terminate all rep codes and data feed connections for all advisor practices and Hightower Home Office.
• Collaborate with firms transitioning into Hightower.
• Handle special projects as needed.

Skills

Customer service

Attention to detail

Communication skills

Regulatory knowledge

Fast-paced

Team collaboration

Able to work with advisors

Education

Bachelor's degree in business/operations

Tools

Fidelity Wealthscape

Schwab Advisor Center

Pershing Netx360+

Salesforce

Job description

Hightower Advisors, based in Chicago, is seeking an Operations professional to support advisory teams through standard documentation and processes. You will ensure quality control, streamline workflows with finance and client reporting, and manage custodian access and data connections for advisor practices and the Hightower Home Office.

The role requires a customer-service mindset, the ability to work in a fast-paced environment, and knowledge of industry regulations.