Onboarding Specialist - Hightower Signature Wealth

Hightower Advisors; Dallas (TX); On-site; USD 55,000 - 70,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance—

Paid parental leave

401k matching

HSA contributions

Student loan assistance

Pet insurance

In-office Monday through Friday

Job summary

Hightower Signature Wealth is seeking an Onboarding Specialist to guide new clients from prospect to funded account, coordinating account opening and funding activities to ensure a seamless transition into ongoing service. You will partner with Business Development Officers, advisors, and internal teams to support a smooth onboarding journey.

You will manage CRM records, follow up on outstanding requirements, and help maintain momentum through onboarding while delivering a consistent client

Qualifications

• 1–3+ years of experience in financial services, preferably in client service, operations, onboarding, or account administration.
• Understanding of the wealth management industry and the needs of high-net-worth clients.
• Experience supporting client onboarding, account opening, asset transfers, or related client service processes.

Responsibilities

• Own the end-to-end onboarding journey from client commitment through funded account.
• Serve as a primary point of contact for new clients during onboarding, providing guidance on next steps and timelines.
• Partner with Business Development Officers and advisors to ensure seamless transition from prospect to client.
• Coordinate account opening, documentation, compliance, asset transfers, and funding activities.
• Proactively manage follow-up to maintain momentum through onboarding.
• Maintain CRM onboarding records and track status, next steps, and requirements.
• Execute standardized onboarding workflows to deliver a consistent client experience.
• Identify and resolve blockers delaying account opening or funding.
• Ensure smooth handoff to the advisor and ongoing service team after onboarding.
• Track onboarding performance, including cycle time and time to funding.

Skills

Organizational skills

Communication

Attention to detail

Multi-tasking

Tools

Salesforce

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).

The Role

We are seeking an Onboarding Specialist to own the transition from prospect to fully onboarded and funded client, delivering a seamless and consistent experience as Hightower Signature Wealth builds out its centralized onboarding model. You will partner closely with Business Development Officers, advisors, and internal teams to guide new clients through the onboarding process, coordinate account opening and funding activities, manage follow-up, and resolve blockers. You will serve as a primary point of contact throughout onboarding, ensuring clients understand next steps and experience a smooth transition into their ongoing relationship with Hightower Signature Wealth. If you are client-focused, process-driven, and energized by helping clients navigate complex financial processes, this is an opportunity to help shape the onboarding experience at Hightower Signature Wealth.

What You'll Do

• Own the end-to-end onboarding journey from client commitment through funded account
• Serve as a primary point of contact for new clients during onboarding, providing clear guidance on next steps, requirements, and timelines
• Partner closely with Business Development Officers and advisors to ensure a seamless transition from prospect to client
• Coordinate account opening, documentation, compliance requirements, asset transfers, and funding activities across clients and internal teams
• Proactively manage client follow-up and outstanding requirements to maintain momentum through the onboarding process
• Maintain accurate CRM and onboarding records, including client status, next steps, and outstanding requirements
• Execute standardized onboarding workflows and checklists to deliver a consistent client experience
• Proactively identify, escalē, and resolve blockers that delay account opening or funding
• Ensure a smooth handoff to the advisor and ongoing service team once onboarding is complete
• Track onboarding performance, including onboarding cycle time and time to funding

What You'll Bring

• 1-3+ years of experience in financial services, preferably in client service, operations, onboarding, or account administration
• Understanding of the wealth management industry and the needs of high-net-worth clients
• Experience supporting client onboarding, account opening, asset transfers, or related client service processes
• Strong organizational skills and attention to detail, with the ability to manage multiple client workflows simultaneously
• Clear and professional verbal and written communication skills with clients and internal teams
• Experience with CRM and onboarding/documentation systems; Salesforce experience preferred
• Strong process discipline with a focus on accuracy, responsiveness, and timely completion
• Accountability for onboarding performance, including onboarding cycle time and time to funding

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)
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• In-office Monday through Friday

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.