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

We are the Platform & Innovation Team, a group of thoughtful, fun, and motivated individuals who are passionate about excellence and service to our advisors. We are looking for a Salesforce Associate to provide Salesforce support, administration and training across all of Hightower's advisor practices. Your primary responsibility will be to provide support and guidance to our users on Hightower's Salesforce instance and associated software. Additional responsibilities will be to evaluate our users' needs, and work with the application development team on standard Salesforce configurations and/or custom solutions.

We are ultimately looking for someone that is both highly teachable and extremely motivated about learning the Hightower way. We commit to consistently delivering high-quality work on time and have high expectations of ourselves and each other. We spare no effort in creating new and better ways to meet an objective, so we encourage outside-of-the-box thinking. We are inspired to make a difference for our team and our business.

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
• Support the business with training, best practice recommendations, and issue resolution on Hightower's CRM systems
• Define and implement system enhancements to advance the goals of the business, advising on best practices, and recommending process improvements ensuring scalability and efficiency
• Act as a liaison between business users and application developers in the analysis, design, configuration, testing, and maintenance of Hightower's CRM systems
• Identify business process improvements opportunities and provide recommendations either through information systems and/or non-system driver changes; assist in the preparation of proposals to senior leaders
• Monitor open issues and report on the impacts on the organization

What You’ll Bring

• Bachelor's degree in a technology or related field of study
• A current Salesforce Administrator Certification or plan to receive within 3 to 6 months
• Experience and knowledge working with a CRM such as Salesforce preferred
• Exposure to the Financial Services industry
• Some working knowledge of the SDLC/Agile development processes preferred

What We Offer

• 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)
• 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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