Jobs at Hightower

Supports internal integration projects for advisor practices by coordinating cross-functional stakeholders, tracking deadlines and timelines in Asana, maintaining project plans, identifying issues, and removing roadblocks. Provides analytical, organizational, administrative, and client-facing support while helping refine project management tools and learning the wealth management business.

Paid, on-site wealth management internship supporting financial advisors, client experience, portfolio management, compliance, marketing, CRM data quality, market research, and administrative operations. The intern will gain exposure to financial planning, investments, and client relationship management while completing a capstone project. Responsibilities include organizing client materials, assisting with reports and due diligence, auditing client data, supporting social media campaigns, and handling basic client inquiries.

Supports the COO through financial analysis, forecasting, budgeting, compensation administration, KPI reporting, and business performance analysis. Develops financial models and scenario analyses, reconciles data from multiple sources, identifies trends and variances, and provides actionable recommendations. Partners with Finance, Operations, and leadership on planning, process improvements, executive reporting, strategic initiatives, and ad hoc analyses.

Manages marketing operations supporting more than 100 advisor teams. Responsibilities include marketing request intake, advisor onboarding, workflow development, vendor and budget management, marketing technology optimization, lead-generation pilots, performance dashboards, reporting, communications, training, and cross-functional process improvement. The role also drives adoption of marketing tools and programs while ensuring alignment with compliance requirements and business-growth objectives.

Leads requirements gathering and business-process analysis for centralized, automated manager-fee billing across financial and technology platforms. Defines functional, data, integration, workflow, and acceptance requirements; documents current and future processes; identifies dependencies, risks, and gaps; and partners with business stakeholders, product teams, technology groups, and vendors on solution evaluation, scoping, estimation, planning, and delivery sequencing.

Supports PMO project planning, execution, monitoring, governance, and reporting. Facilitates meetings, drives accountability, identifies risks and dependencies, develops recommendations, prepares executive materials, maintains project documentation, and coordinates cross-functional stakeholders. The role also supports PMO process improvements and administrative activities while managing competing priorities and project deadlines.

Supports client portfolio reporting, alternative investment data management, transaction and valuation tracking, quality assurance, data integrity, compliance controls, and reporting process improvements. The role also assists with client portal support, investment due diligence, market research, technology integration, and ad hoc reporting projects while collaborating with fund managers, administrators, and internal teams.

Own IT governance reporting, KPIs, service levels, executive dashboards, audit and regulatory readiness, evidence collection, and departmental performance analysis. Partner with IT, Finance, Project Management, Risk, Compliance, and resource management teams to maintain accurate operational data, assess efficiency and utilization, identify governance gaps, and implement process improvements.

Supports business and data operations by investigating discrepancies, remediating client and transaction data, maintaining data accuracy across systems, responding to stakeholder inquiries, and coordinating with advisor and corporate teams. The role also documents remediation work, supports reporting, identifies process improvements and automation opportunities, performs root-cause analysis, and contributes to data quality and cross-functional system initiatives.

Provides primary client service and operational support to 5–8 financial advisors. Responsibilities include client onboarding, account opening and funding, account maintenance, money movement, RMDs, client agreements, recordkeeping, and coordination with custodians and internal teams to resolve requests and deliver timely, accurate service.

Provides operational and client service support to financial advisors, including onboarding, account opening and funding, maintenance, money movement, RMDs, recordkeeping, and coordination with custodians and internal teams.

Provides primary client service and operational support to a group of financial advisors. Responsibilities include onboarding clients, opening and funding accounts, processing money movements and RMDs, maintaining account records, coordinating with custodians and internal teams, and resolving service requests. The role requires strong organization, communication, attention to detail, and experience in client service, wealth management, or financial services.

The Senior Billing Analyst manages advisory fee billing activities, including account onboarding, terminations, fee calculations, refunds, billing test runs, and system setup. The role analyzes termination accounts, responds to advisor inquiries, maintains audit documentation, supports integrations and projects, and helps govern financial controls and regulatory compliance. Collaboration with advisor teams and other departments is essential, along with accurate reporting and data analysis.

Own the wealth management sales journey from qualified lead through close. Lead prospect discovery, introductory meetings, tailored value propositions, pipeline management, follow-up, planning coordination, CRM updates, forecasting, and conversion accountability. Build relationships with high-net-worth prospects while engaging advisors and internal experts to support client acquisition.

Supports the Talent Acquisition team through candidate sourcing, outreach, screening, interview coordination, job posting management, ATS data maintenance, recruiting metrics, background checks, onboarding, campus recruiting, and administrative projects. The role partners with recruiters to build pipelines, manage candidate communications, and support hiring across multiple business functions during a six-month contract.

Oversee preparation and review of complex federal, state, and local tax returns for partnerships, S-corporations, individuals, and trusts. Lead tax research, audit responses, compliance, and strategic tax planning. Mentor tax professionals, manage workflow, train staff, maintain regulatory expertise, and build trusted client relationships while helping grow the tax practice.

Conduct high-volume outbound calls and follow-ups with airline pilots, introduce financial planning services, schedule appointments for senior advisors, track outreach in CRM systems, and follow structured sales processes. The role includes coaching, training on aviation compensation and retirement planning, and expected Series 65 licensing, with advancement opportunities in business development or advisory positions.

Owns the end-to-end onboarding process for new wealth management clients, from commitment through account opening and funding. The role guides clients, coordinates documentation, compliance, asset transfers, and internal teams, tracks outstanding requirements, resolves blockers, maintains CRM records, and ensures smooth handoff to advisors and service teams. It also monitors onboarding cycle time and funding performance while delivering a consistent, client-focused experience.

Prepares bank and balance sheet reconciliations, general ledger entries, accounts receivable analysis, and monthly P&L reviews. The Staff Accountant resolves financial inquiries, collaborates with internal teams and third-party providers, supports annual audits, and maintains accurate revenue and cash accounting records. The role requires strong Excel skills, including VLOOKUP and Pivot Tables, with Oracle Cloud and Smart View preferred.

Coordinates private investment operations from subscription paperwork through funding and recordkeeping. Reviews documents, tracks signatures and deadlines, coordinates with custodians and sponsors, processes capital calls, maintains transaction records, communicates status updates, and escalates missing information or exceptions. The role also identifies process issues and recommends workflow improvements while handling confidential client and investment information.