Operations Associate

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: Hightower's Business Service & Operations team supports Advisory teams through the creation, maintenance, and closure of custodian accounts and client agreements, while supporting advisory billing and agreement amendment processes. Reporting to the Manager of Client Agreement Operations you will play a crucial role in ensuring the smooth functioning of our advisor practice integration activities, while supporting day-to-day operations as needed. You will be responsible for ensuring standard documentation practices are followed, executing standard operational processes, and implementing quality...