Teams 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.