Mergers and Acquisitions Integration Associate

HighTower Advisors, LLC; Chicago (IL); On-site; USD 45,000 - 75,000; Full time

Benefits offered by this job

Health insurance

Parental leave

Flexible PTO

Fridays work from home

Gym in Chicago office

401k matching

HSA contributions

Student loan assistance

Pet insurance

Job summary

HighTower Advisors, LLC is seeking an Internal Integrations Associate to support a variety of projects that help our advisor practices grow.

You will work with the Internal Integration Manager, provide analytical and administrative support, and use Asana to track progress and coordinate across the business.

Qualifications

• Bachelor’s degree preferred.
• 2+ years of experience in a client-facing role in either project management or integrations management.
• RIA or financial services industry experience preferred.
• Experience building or maintaining project plans 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 up to 25% of the time.

Responsibilities

• Dive in by quickly learning project details, asking thoughtful questions, and supporting the Internal Integration team and cross-functional stakeholders.
• Provide service-oriented support to cross-functional stakeholders and advisors.
• Ensure cross-functional deadlines are met and maintain attention to detail.
• Collaborate with the Internal Integrations team, colleagues, and partners to develop and refine Asana and other tools.
• Identify potential issues early, flag them to managers, and help remove roadblocks.
• Be adaptable and ready to assist where needed as tasks evolve.
• Grow by learning about various parts of Hightower, advisors, and the industry.

Skills

Organizational skills

Multitasking

Communication skills

Interpersonal skills

Travel readiness

Education

Bachelor's degree

Tools

Asana

CRM

Client reporting tools

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

As an Internal Integrations Associate, you will support a variety of projects that help our advisor practices grow. You will support the Internal Integration team to ensure progress and communications stay synchronized within and between our departments.

You’ll work side‑by‑side with the Internal Integration Manager to provide analytical, organizational, and administrative support, ensuring projects stay on track and deadlines are met. You will work daily within Asana, our primary project management system, to track progress, manage timelines, and coordinate across the business.

What You’ll Do

• You dive right in – Quickly learning project details, asking thoughtful questions, and providing support to the Internal Integration team and its cross‑functional stakeholders.
• You are service oriented– Supporting our cross‑functional stakeholders and advisors with excellent service.
• You are execution focused – Supporting the Internal Integration team by ensuring our cross‑functional deadlines are met and maintaining exceptional attention to detail.
• You're a team player – Working with the Internal Integrations team, colleagues, and partners to develop, maintain, and refine Asana and other tools that keep them aligned.
• You stay ahead - Identifying potential issues early, flagging them to managers, and helping remove roadblocks.
• You adapt and deliver - Whether the task is clearly defined or the next steps are still evolving, you’re ready to assist where needed.
• You’re ready to grow – Learning about various parts of Hightower, our advisors, and our industry.

What You’ll Bring

• Bachelor’s degree preferred
• 2+ years of experience in a client‑facing role in either project management or integrations management
• RIA or financial services industry experience preferred
• Experience building or maintaining project plans 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 up to 25% 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 up to $75,000plus 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.