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 vision of “well-th. rebalanced.” Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others’ perspectives, and have an uncompromising dedication to excellence.

Your Future Team
Hightower is seeking a high-functioning, energetic Product Manager to join our fast-growing Client Experience and Reporting Team that will report to the Executive Director, Client Digital Experience. You will be joining a highly collaborative, fast-paced, and close-knit team that strives for high performance, always.

What You’ll Do

• Serve as a Hightower brand ambassador by upholding The Hightower Way cultural elements – Mission, Purpose, V.A.L.U.E. Experience, Commitment, and Standards, promoting excellence in the internal and external client experience during every encounter
• Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude)
• Partner with cross-discipline team members to support collaboration and promote a positive client experience
• Serve as our client experience portal product owner
• Collaborate with our advisors to collect feedback to help curate and prioritize the product roadmap
• Complete advisor team onboarding to product and manage onboarding efforts end to end.
• Oversee and help to complete the entire product release lifecycle - organize work for a development team, define and document requirements, document personas, use cases and process flows, perform testing and oversee full release cycles
• Promote product adoption and capture appropriate KPIs
• Create mock-ups and perform UX/UI design
• Proficient in change management – ability to create training material, marketing material and create messaging to our advisors and end clients on upcoming releases

What You’ll Bring

• Bachelor's degree in business, computer science, finance or other related fields from an accredited college or university
• Experience within the financial services space, RIA, Custodian, or Wealth Management industry.
• Knowledge of performance reporting platforms – Black Diamond, Orion, Addepar or Tamarac. Financial planning tools eMoney or Money Guide Pro
• Proficiency in Excel – must be able to perform VLOOKUP's and sophisticated formulas
• Project management experience
• Ability to organize work for a development team, define requirements, document personas, use cases, and process flows, perform testing, and oversee full release cycles.
• UX/UI design experience
• Proficient in change management – ability to create training material, and marketing material and create messaging to our advisors and end clients on upcoming releases
• Experience with Salesforce and ability to create and run Salesforce reports
• 5+ years of full-time work in Wealth Management or relationship management capacity
• Series 6, 7, 11 preferred or willing to achieve upon hire

What We Offer

• Coverage on the first day of employment for Medical, Dental, and Vision insurance
• Paid Parental Leave (16 weeks for the primary caregiver and 8 weeks for the secondary caregiver)
• Flexible PTO Plan
• Hybrid Model Work Schedule (50% in office)
• 401k Matching Plan
• HSA Employer Contributions
• Student Loan Assistance
• Pet Insurance
• We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable, and inclusive community
• We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals

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.


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