Apply on Employer Site

Hightower · 1 week ago

Senior M&A Integrations Analyst

200 W Madison St, Chicago, IL 60606, USA

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $95K/yr

3+ years exp

Hightower is a wealth management firm that provides a range of financial services. The Senior M&A Integrations Analyst is responsible for supporting M&A Integration Leads to ensure successful integration of newly acquired advisor practices into the Hightower platform, focusing on delivering a smooth and efficient transition experience.

FurnitureManufacturingRetailWholesale

Growth Opportunities

No H1B

U.S. Citizen Only

Responsibilities

Gain deep insight into each advisor practice undergoing an M&A transaction to tailor a smooth and effective integration experience

Maintain expert knowledge of the Hightower platform to troubleshoot issues, recommend solutions, and assist in developing customized training programs

Partner with subject matter experts across Hightower to identify operational nuances and address areas requiring special attention

Collaborate with Integration Leads to enhance project plans by incorporating the unique characteristics of each new practice

Manage and monitor progress using project management tools, ensuring timely updates and accurate tracking of integration milestones

Measure success through KPIs, including advisor platform readiness, adoption and usage rates, and pre- vs. post-close processing performance

Qualification

M&A integration experienceRegistered Investment Advisor (RIA) experienceFinancial services technologyProject management toolsCommunication skillsOrganizational skills

Preferred

Bachelor's degree preferred

3+ years of experience in an operational, client-facing role within a Registered Investment Advisor (RIA) environment strongly preferred

Familiarity with financial services technology, including CRM systems, client reporting tools, custodial platforms, and other industry-standard applications

Exceptional organizational skills with the ability to manage multiple priorities effectively

Strong communication and interpersonal skills, with a collaborative approach to problem-solving

Willingness and ability to travel up to 50% as needed