Billing Analyst

Your 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).

As a Billing Analyst, you will be responsible for assisting with the accurate termination of accounts related to advisory fee billing. You will report to the Manager, while also working closely with an analyst and a senior analyst. You will play a pivotal role in executing processes and protocol, while working closely with other departments, as well as cross-functionally to execute the team’s goals.

Together, this team will support ongoing reporting & analysis, account terminations, integration activities, and servicing advisor teams with billing-related inquiries.

• Support the processing of account terminations by ensuring accurate, timely calculation and execution of client fees and refunds
• Communicate and collaborate effectively with advisor teams to ensure alignment and support across the termination and billing process.
• Address advisor team billing inquiries and deliver prompt, accurate resolutions.
• Retrieve, organize, and consolidate monthly reports from primary custodians to streamline data review.
• Monitor, document, and authorize a workflow changes associated with fee adjustments
• Support project-based initiatives by ensuring data integrity and accuracy throughout all phases of the project.
• Assist in governing, adhering, and reporting on internal controls and procedures to maintain regulatory standards, ensure compliance, enhance efficiency, and reduce errors. Track and support remediation.
• Foster a collaborative and inclusive work environment that encourages teamwork, accountability, and innovation.

• Bachelor's degree in Finance, Accounting, Business Administration, or related field
• 2+ years of Billing, Accounts Receivable, or related field experience
• Financial industry experience, preferred
• Strong analytical and problem-solving skills
• Attention to detail and accuracy
• Proficiency in Excel

• Coverage on the first day of employment for medical, dental, and vision insurance
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Mother’s lounge onsite
• Flexible PTO plan
• Hybrid work schedule (minimum of 4 days in office)
• Free brand-new gym in the Chicago office
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance
• Base salary of $70,000- $80,000 plus discretionary bonus (exact base salary amount will be dependent on experience)

AN EQUAL OPPORTUNITY

EMPLOYER:

Hightower is an equal opportunity employer and does not discriminate based upon race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.

You are a U.S. citizen, U.S. permanent resident or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.