What are the responsibilities and job description for the Manager, Advisor Product Integration position at Hightower Advisors?
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).
Your Future Team
The Product Development team at Hightower develops and supports business applications and integrations that ensure the success of our corporate functions and advisor practices. We are a group of curious, fun, and motivated individuals who are passionate about excellence and service to our advisors.
What You’ll Do
As the Manager, Advisor Product Integration, you will be the ambassador of the Hightower’s technology products. By understanding the Hightower Advisor and Client platform and how best practices of processes are implemented on the platform, you will guide advisor practices on its usage. You will devise and execute strategies for advisor technology utilization, ensuring a smooth change management. You will also spearhead collaboration across departments, your internal team, and with external partners to create analyses and documentation of businesses processes. Additionally, you will support technology integration, track adoption metrics, and assist in project planning and execution.
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.
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).
Your Future Team
The Product Development team at Hightower develops and supports business applications and integrations that ensure the success of our corporate functions and advisor practices. We are a group of curious, fun, and motivated individuals who are passionate about excellence and service to our advisors.
What You’ll Do
As the Manager, Advisor Product Integration, you will be the ambassador of the Hightower’s technology products. By understanding the Hightower Advisor and Client platform and how best practices of processes are implemented on the platform, you will guide advisor practices on its usage. You will devise and execute strategies for advisor technology utilization, ensuring a smooth change management. You will also spearhead collaboration across departments, your internal team, and with external partners to create analyses and documentation of businesses processes. Additionally, you will support technology integration, track adoption metrics, and assist in project planning and execution.
- Adoption Strategy Ownership: Evaluate all advisor practice technology usage and determine the implementation strategy, along with change management efforts.
- Product Feedback: Partner with the product team to provide feedback for the product roadmap and help prioritize when gaps are identified.
- Lead a Team: Foster a positive and inclusive work environment by motivating, mentoring, and developing the team by sharing expertise and best practices to improve team performance and industry knowledge.
- Cross-Departmental Collaboration: Lead the collaboration with departments and external vendors to develop analyses and documentation, ensuring the advisor practices are operating on the platform.
- Technology Integration and Adoption Metrics: Help integrate new technologies, monitor adoption metrics, and develop strategies to assist advisor practices use more efficient workflows.
- Bachelor’s degree in a related field; certification in FinTech or product management is a plus
- 3 years' experience in product analysis, technology service, or a related field, preferably within the financial services or wealth management sector
- Technical knowledge of Salesforce, workflow tools, and automation rules
- Proven success in relationship building, relationship management, and cross-departmental collaboration
- Experience communicating with financial advisors, executive leadership team, and peer groups
- Exceptional communication and interpersonal skills, with the ability to effectively communicate technical concepts to non-technical stakeholders.
- Practical experience generating process documentation and reports
- Strong analytical, problem-solving, and strategic thinking skills
- Ability to execute multiple projects simultaneously and prioritize based on business needs
- 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 model work schedule (minimum 50% in office)
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $120,000-$130,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
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.
Salary : $120,000 - $130,000
