Operations Associate

About the role

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. Based in Chicago with advisors across the U.S., Hightower operates as a registered investment advisor (RIA). The Operations team supports Advisory teams through the creation, maintenance, and amendments of Client Agreements and custodian maintenance. Reporting to the Manager of Operations, the role ensures smooth day‑to‑day operations, standard documentation practices, execution of operational processes, and quality control across Hightower.

Responsibilities

• Execute and monitor operational processes, ensuring adherence to established guidelines and procedures.
• Collaborate with finance, centralized services, and client reporting departments to streamline workflows, resolve operational issues, and enhance overall efficiency.
• Create, maintain, and terminate custodian access for all individuals, including advisor practices and the Hightower Home Office.
• Create, maintain, and terminate all rep codes and data‑feed connections for all advisor practices and the Hightower Home Office.
• Work closely with firms transitioning into Hightower.
• Handle special projects as needed.

Requirements

• 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 strong attention to detail.
• Experience working with high‑net‑worth advisors/representatives.
• Knowledge of industry‑specific regulations and compliance standards.

Skills

• Familiarity with Fidelity Wealthscape, Schwab Advisor Center, and Pershing NetX360+ (preferred).
• Knowledge of Salesforce (helpful).
• Ability to think outside the box in a fast‑paced environment.
• Strong customer‑service attitude.

Benefits

• Medical, dental, and vision insurance coverage starting on the first day of employment.
• Paid parental leave – 16 weeks for primary caregiver, 8 weeks for secondary caregiver.
• On‑site mother’s lounge.
• Flexible PTO plan.
• In‑office work Monday through Thursday with work‑from‑home on Fridays.
• Free brand‑new gym in the Chicago office.
• 401(k) matching plan.
• HSA employer contributions.
• Student loan assistance.
• Pet insurance.

Pay

Base salary of $70,000 – $75,000 plus discretionary bonus (exact amount dependent on experience).

Schedule

In‑office Monday through Thursday; work from home on Fridays.