Onboarding Specialist - Hightower Signature Wealth

HighTower Advisors, LLC; Dallas (TX); Vor Ort; USD 52.000 - 76.000; Vollzeit

Benefits dieser Stelle

Coverage on day one for medical,Dental

Parental leave

401k matching

HSA employer contributions

Student loan assistance

Pet insurance

In-office Monday through Friday

Zusammenfassung

HighTower Advisors, LLC is seeking an Onboarding Specialist to lead the transition from prospect to fully onboarded and funded client within Hightower Signature Wealth. You will partner with Business Development Officers, advisors, and internal teams to guide new clients through onboarding, coordinate account openings, and resolve blockers for a smooth transition into ongoing service.

Ideal candidates bring client-focused, process-driven approaches and are energized by helping clients navigate

Qualifikationen

• 1–3+ years in financial services, preferably client service, onboarding, or account administration.
• Strong organizational skills and attention to detail with multiple workflows.
• Clear and professional verbal and written communication with clients and internal teams.

Aufgaben

• Own the end-to-end onboarding journey from commitment to funded account.
• Serve as primary onboarding contact, guiding clients on next steps and timelines.
• Collaborate with Business Development Officers and advisors to ensure a seamless transition to client status.
• Coordinate account opening, documentation, compliance, asset transfers, and funding activities.
• Proactively manage follow-up and outstanding requirements to maintain momentum.

Kenntnisse

Financial services experience

Client service orientation

Organizational skills

Communication skills

CRM systems

Tools

Salesforce

Jobbeschreibung

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, upscale, 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.