Senior Investment Consultant

About the role

The Senior Investment Consultant at Hightower is a field-facing professional who partners directly with advisors to provide high-quality investment guidance, strengthen portfolio recommendations, and promote consistent adoption of the firm’s investment solutions.

Responsibilities

• Serve as a primary investment partner to advisors, providing guidance on portfolio construction, asset allocation, risk positioning, and manager selection.
• Conduct portfolio diagnostics and provide insights on opportunities to align portfolios with firm views and model frameworks.
• Support advisor and client discussions by articulating investment rationale, market context, and recommended actions.
• Prepare for client reviews and key meetings, ensuring investment messaging is clear and consistent.
• Support advisors in moving assets onto firm platforms by simplifying implementation and highlighting client benefits.
• Convert consulting conversations into actionable, funded opportunities through proactive engagement and follow-through.
• Reinforce best practices for using firm models, tools, and workflows to drive consistency and scale.
• Develop high-quality, advisor-ready investment materials, proposals, model comparisons, and portfolio analytics.
• Coordinate with overlay, trading, and operations teams to ensure timely, accurate, and compliant execution.
• Maintain ownership throughout the recommendation-to-execution cycle to ensure a seamless advisor experience.
• Ensure all messaging aligns with firm-approved language and product guidance.
• Partner with research, wealth management, and proposal teams to align client-facing recommendations with firm portfolio construction standards.
• Closely coordinate with the Head of Investment Consultant Services to ensure consistent field messaging and adherence to ICS frameworks.
• Maintain strong alignment with Investment leadership on market outlook, platform updates, and investment priorities.

Requirements

• 3–7 years of experience in wealth management, investments, or portfolio advisory roles.
• Strong understanding of portfolio construction, asset allocation, financial markets, and investment products.
• Proven ability to translate complex investment concepts into simple, advisor-ready guidance.
• Strong communication and relationship-building skills; able to influence advisors and support client conversations.
• Able to manage multiple advisor relationships in a fast-paced, field-driven environment.
• Series 65/66 preferred or must obtain shortly after hire.
• Bachelor’s degree required; advanced degree or CFA/CFP preferred.
• Ability to travel up to 25%.