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Hightower Advisors · 6 hours ago

Senior Analyst - Product & Vendor Management

New York, NY

Contract

Hybrid

Mid, Senior Level

3+ years exp

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

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

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)

Preferred

Experience with trading, rebalancing and TAMP tools

Salesforce preferred

Additional industry designations (CFP, CFA, CAIA, CIMA, etc.) are welcome

Benefits

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 3 days in office)

Free brand-new gym in the Chicago office

401k matching plan

HSA employer contributions

Student loan assistance

Pet insurance

Company

Hightower Advisors

Glassdoor4.1

Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K consulting and cash management services to corporations.

Founded in 2008

Westport, Connecticut, USA

201-500 employees