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Hightower · 1 month ago

Senior Analyst - Product & Vendor Management

Chicago, IL, USA

Full-time

Hybrid

Mid, Senior Level

$100K/yr - $100K/yr

3+ years exp

Hightower is a wealth management firm that provides investment, financial and retirement planning services. The Senior Analyst in Product & Vendor Management will drive growth opportunities for advisor practices, support product onboarding, and serve as a liaison between third-party providers and financial advisors.

FurnitureManufacturingRetailWholesale

Growth Opportunities

No H1B

Responsibilities

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

Qualification

Wealth management experienceTrading tools experienceVendor managementMicrosoft Office SuiteCRM tools (Salesforce)Active Series 7 licenseActive Series 66 licenseProactive mindsetEffective communicationDetail oriented

Required

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)

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

Effective verbal and written communication skills with ability to adapt to different audiences

Active Series 7, 66 (63/65) licenses (or required within 6 months of hire)