Manager, Information Technology Integrations

Clear Destination Inc.; Chicago, Northern (IL, KY); Hybrid; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical, dental, and vision coverage

Paid parental leave

Mother’s lounge onsite

Flexible PTO

In‑office Mon-Thu, remote Fri

Gym in Chicago office

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower is seeking an Information Technology Integrations Manager to lead the technology integration for newly acquired advisory firms and to serve as the primary liaison between acquired businesses, corporate technology teams, vendors, and stakeholders for a seamless transition into the Hightower ecosystem.

The ideal candidate will be highly organized, relationship‑driven and experienced in managing complex technology projects involving system migrations, infrastructure transitions, data

Qualifications

• 5+ years of experience managing technology projects, system implementations, integrations, or business transformation initiatives.
• Experience supporting mergers and acquisitions, technology integrations, onboarding programs, or enterprise‑wide technology projects preferred.
• Strong understanding of business applications, technology infrastructure, SaaS platforms, and system implementation methodologies.
• Proven ability to manage multiple projects simultaneously in a fast‑paced environment.
• Exceptional organizational, communication, and stakeholder management skills.
• Experience working with cross‑functional teams and executive‑level stakeholders.
• Familiarity with CRM, portfolio accounting, financial planning, document management, and collaboration platforms is preferred.
• Experience within wealth management, financial services, fintech, or a regulated industry is highly preferred.
• PMP, Agile, Scrum, or related project management certification is a plus.

Responsibilities

• Lead technology integration workstreams for newly acquired advisory firms from due diligence through post-acquisition onboarding.
• Develop and manage integration project plans, timelines, milestones, risks, and dependencies.
• Partner with business leaders, advisors, operations teams, and technology stakeholders to define integration requirements and implementation strategies.
• Coordinate the migration and onboarding of key technology platforms, including CRM systems, portfolio management platforms, document management systems, communication tools, and business applications.
• Facilitate discovery sessions to assess the technology landscape, workflows, and infrastructure of acquired firms.
• Collaborate with Information Security, Infrastructure, Engineering, Data, and Operations teams to ensure successful integration execution.
• Track and communicate project status, key decisions, risks, and milestones to stakeholders and senior leadership.
• Manage third‑party technology vendors and service providers involved in conversion and implementation activities.
• Identify opportunities to standardize processes, improve efficiency, and enhance the onboarding experience for acquired firms.
• Support data migration, system access provisioning, software deployment, and user adoption initiatives.
• Coordinate training activities and change management efforts to support a smooth transition for advisors and employees.
• Ensure integration activities align with regulatory, security, and operational requirements.
• Participate in acquisition due diligence activities by evaluating technology environments, identifying risks, and estimating integration efforts.

Skills

Project management

Stakeholder management

Cross-functional collaboration

Agile / Scrum

CRM familiarity

Wealth management domain knowledge

Education

Bachelor's degree

Tools

CRM systems

Portfolio accounting software

Document management systems

Collaboration platforms

Job description

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

The Information Technology Integrations Manager will play a critical role in supporting Hightower's growth by leading the technology integration efforts associated with newly acquired advisory firms. This position serves as the primary liaison between acquired businesses, corporate technology teams, vendors, and operational stakeholders to ensure a seamless transition into the Hightower ecosystem.

The ideal candidate is highly organized, relationship focused, and experienced in managing complex technology projects involving system migrations, infrastructure transitions, application onboarding, data integration, and change management. This individual will help ensure newly acquired firms are successfully integrated while minimizing disruption to advisors, employees, and clients.

What You’ll Do

• Lead technology integration workstreams for newly acquired advisory firms from due diligence through post-acquisition onboarding.
• Develop and manage integration project plans, timelines, milestones, risks, and dependencies.
• Partner with business leaders, advisors, operations teams, and technology stakeholders to define integration requirements and implementation strategies.
• Coordinate the migration and onboarding of key technology platforms, including CRM systems, portfolio management platforms, document management systems, communication tools, and business applications.
• Facilitate discovery sessions to assess the technology landscape, workflows, and infrastructure of acquired firms.
• Collaborate with Information Security, Infrastructure, Engineering, Data, and Operations teams to ensure successful integration execution.
• Track and communicate project status, key decisions, risks, and milestones to stakeholders and senior leadership.
• Manage third‑party technology vendors and service providers involved in conversion and implementation activities.
• Identify opportunities to standardize processes, improve efficiency, and enhance the onboarding experience for acquired firms.
• Support data migration, system access provisioning, software deployment, and user adoption initiatives.
• Coordinate training activities and change management efforts to support a smooth transition for advisors and employees.
• Ensure integration activities align with regulatory, security, and operational requirements.
• Participate in acquisition due diligence activities by evaluating technology environments, identifying risks, and estimating integration efforts.

What You’ll Bring

• Bachelor's degree in Information Technology, Business Administration, Computer Science, or a related field.
• 5+ years of experience managing technology projects, system implementations, integrations, or business transformation initiatives.
• Experience supporting mergers and acquisitions, technology integrations, onboarding programs, or enterprise‑wide technology projects preferred.
• Strong understanding of business applications, technology infrastructure, SaaS platforms, and system implementation methodologies.
• Proven ability to manage multiple projects simultaneously in a fast‑paced environment.
• Exceptional organizational, communication, and stakeholder management skills.
• Experience working with cross‑functional teams and executive‑level stakeholders.
• Strong problem-solving and decision‑making capabilities.
• Familiarity with CRM, portfolio accounting, financial planning, document management, and collaboration platforms is preferred.
• Experience within wealth management, financial services, fintech, or a regulated industry is highly preferred.
• PMP, Agile, Scrum, or related project management certification is a plus.

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
• In‑office Monday through Thursday and work from home on Fridays
• Free brand‑new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $120,000-$130,000 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.