Wealth Ops Associate — Hybrid (Mon–Thu In-Office)

Hightower Advisors; Chicago (IL); Hybrid; USD 70,000 - 75,000; Full time

Benefits offered by this job

Medical, dental & vision coverage (on)

Parental leave

401k matching

HSA contributions

Student loan assistance

Gym in Chicago office

Pet insurance

Flexible PTO

Office Friday remote

Job summary

Hightower Advisors, based in Chicago, seeks an Operations professional to support Advisory teams through client agreements, custodian maintenance, and documentation practices. You will ensure smooth day-to-day operations, implement quality controls, and maintain standard processes in a fast-paced environment.

The role requires 1+ year in operations, strong communication, and familiarity with high-net-worth advisor dynamics.

Qualifications

• Bachelor's degree in business administration, operations management, or a related field (or equivalent practical experience).
• 1+ years of experience in operations or a similar role.
• Excellent communication skills and attention to detail.
• Experience working with high-net-worth advisors/representatives.
• Knowledge of industry-specific regulations and compliance standards.
• Knowledge of Salesforce is helpful.

Responsibilities

• Execute and monitor operational processes, ensuring adherence to established guidelines and procedures.
• Work closely with other departments, such as finance, centralized services, and client reporting, to streamline workflows, resolve operational issues, and enhance overall organizational efficiency.
• Create, maintain, and terminate custodian access for all individuals, including all advisor practices as well as Hightower Home Office.
• Create, maintain, and terminate all rep codes and data feed connections for all advisor practices as well as Hightower Home Office.
• Work closely with firms that are transitioning into Hightower.
• Special Projects as needed.

Skills

Communication

Attention to detail

Customer service

Fast-paced environment

High-net-worth experience

Education

Bachelor's degree in business/operations

Tools

Salesforce

Fidelity Wealthscape

Schwab Advisor Center

Pershing Netx360+

Job description

Hightower Advisors, based in Chicago, seeks an Operations professional to support Advisory teams through client agreements, custodian maintenance, and documentation practices. You will ensure smooth day-to-day operations, implement quality controls, and maintain standard processes in a fast-paced environment.

The role requires 1+ year in operations, strong communication, and familiarity with high-net-worth advisor dynamics.