Mergers & Acquisitions Integrations Manager

Hightower Advisors; Chicago (IL); On-site; USD 120,000 - 130,000; Full time

Benefits offered by this job

Medical benefits on day one

Parental leave

Mothers lounge onsite

Flexible PTO

Hybrid work Mon-Thu; Friday WFH

Gym in Chicago office

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

Hightower Advisors in Chicago seeks a Manager of M&A Integrations to guide newly acquired advisory practices onto the Hightower platform. You will study workflows, client onboarding, trading and compliance to optimize integration and support Advisors in a smooth transition.

The ideal candidate has hands-on RIA operations experience, is curious and solution-driven, and excels working with Advisors and support staff on cross-functional projects. Travel up to 50% is required.

Qualifications

• Bachelor's degree preferred.
• 5+ years in an operational role for an RIA.
• CRM, client reporting, custodian knowledge preferred.
• Excellent organizational and multitasking skills.
• Strong communication and interpersonal skills.
• Ability to travel domestically up to 50% of the time.

Responsibilities

• Work with new advisory practices through M&A integrations to understand operations and optimize integration.
• Maintain understanding of the Hightower platform to enable efficient post-integration operations.
• Collaborate with SME teams to identify and address operational needs for new practices.
• Augment integration plans with the unique qualities of each practice.
• Track project progress and follow up with home office SMEs as needed.
• Work with home office SMEs and advisors to implement best practices for go-forward operations.
• Monitor KPIs such as platform readiness, usage, adoption, and post-close processing performance.

Skills

Organizational skills

Multitasking

Communication skills

Travel readiness

Education

Bachelor's degree

Tools

CRM systems

Client reporting software

Custodian 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 Manager of M&A Integrations is a key member of the team responsible for ensuring that newly acquired Advisor practices experience a smooth, well-supported transition onto the Hightower platform. This role focuses on understanding each practice’s workflows, service model, and client experience so Advisors can quickly and confidently operate within a Hightower ecosystem.

The ideal candidate brings hands-on experience in an Advisory practice within a Registered Investment Advisory (RIA) environment. They will be naturally curious, solutions-oriented, and comfortable navigating the nuances of Advisor operations. Their experience working directly with Advisors will help them anticipate challenges and design an onboarding experience that sets each practice up for long-term success. This role is focused on cross-functional execution management, while working directly with Advisors and support staff of newly acquired teams.

What You’ll Do

• Work closely with new advisory practices, through M&A integrations, to understand how they operate (client onboarding, trading, compliance, etc.) to optimize their integration
• Maintain a thorough understanding of the Hightower platform to help new practices efficiently operate once fully integrated
• Collaborate with Hightower subject matter experts to identify operational aspects of the new practice that require special attention
• Work with Integration Leads to augment integration project plans with the unique qualities of each new practice
• Track the execution of project plans and follow up with home office SMEs as needed
• Work with home office SMEs and Advisor practices to understand operational best practices to further support the new practice’s integration and help optimize go forward operation at Hightower
• Track key KPIs to ensure success including – Advisor platform readiness, platform usage and adoption, and pre vs post close processing performance

What You’ll Bring

• Bachelor’s degree preferred
• 5+ years of experience in an operational role for an RIA preferred
• CRM, client reporting, custodian, and any other typical financial services technology knowledge preferred
• Excellent organizational and multitasking skills
• Strong communication and interpersonal skills
• Ability to travel domestically up to 50% of the time

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.