Senior Associate, Trading Solutions

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).

The Product and Vendor Management (PVM) team serves as internal subject matter experts and primary contacts for third-party products, tools, and services such as trading and rebalancing platforms (Black Diamond, Tamarac, Moment), SMAs, turnkey asset management programs (e.g., Envestnet), and research tools like Bloomberg and Morningstar. We cultivate relationships with leading providers, partner with internal and external stakeholders to introduce new products and continuously enhance offerings for Hightower advisor practices.

Hightower is seeking an energetic Senior Associate, Trading Solutions to join its fast-growing Product and Vendor Management (PVM) team within Hightower Investment Management. PVM serves as internal subject matter experts and primary contacts for third-party products, tools, and services, including trading and rebalancing platforms (Black Diamond, Tamarac, Moment), Separately Managed Accounts (SMAs), turnkey asset management programs (TAMPs such as Envestnet), and research and analytical tools (Bloomberg, Morningstar), among others.

This highly dynamic role focuses on driving organic growth opportunities for existing advisor practices and supporting the onboarding of products and tools for new M&A deals. The Senior Associate will act as a liaison between Hightower’s select third-party vendors and the financial advisor community, collaborating cross-divisionally with Legal, Risk, Compliance, Finance, Operations, Investment Management, and Technology. Reporting to the Executive Director of Trading Solutions, this position offers the opportunity to cultivate and manage relationships with leading industry providers, bring new products to the platform, and contribute to ongoing enhancements that elevate the advisor’s experience.

• Serve as subject matter expert and primary point of contact for financial advisors providing proactive and reactive product-related support.
• Proactively support and engage with advisors and vendors to facilitate daily operations, configuration, and workflows of trading tools, rebalancers and TAMPs.
• Collaborate with the Capital Markets Desk to provide support for fixed income trading, including transition planning and customization.
• Support PVM colleagues in evaluating and onboarding solutions and play a pivotal role in contract and service level negotiations with new and existing vendors.
• Support PVM colleagues to improve business processes and functions, including M&A-related integrations.
• Maintain timely, accurate and complete PVM administration tasks, including user lists and permissions, due diligence documentation collection, regular data aggregation and trend analysis.
• Support PVM colleagues in integrating Advisor Practices into the Hightower Signature Wealth ecosystem by coordinating solution changes and vendor alignment.

• Bachelor’s degree from an accredited college or university.
• 3-5 years of full-time work experience in wealth or investment management, with a strong preference for prior experience working with RIAs and/or broker dealers and third-party custodians (e.g., Fidelity, Pershing, Schwab).
• Experience with trading, rebalancing and TAMP tools.
• Ability to quickly build credibility and rapport with third parties and financial advisor community.
• Strong drive, proactive mindset, outcome and detail oriented.
• Proficiency in Microsoft Office Suite (excel skills a plus) and CRM tools (Salesforce preferred).
• Effective verbal and written communication skills with ability to adapt to different audiences.
• Active Series 7, 66 (63/65) licenses…