Hightower Advisors · 1 week ago
Senior M&A Integrations Associate
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$85K/yr - $95K/yr
3+ years expHightower Advisors is a wealth management firm that provides investment and financial planning services. The Senior M&A Integrations Associate plays a critical role in supporting M&A Integration Leads to ensure newly acquired advisor practices are fully prepared to operate successfully on the Hightower platform.
Financial Services
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
Required
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
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
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 2008Westport, Connecticut, USA
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Bob Oros
Chairman and Chief Executive Officer
Dan Watanapongse
CFO
Recent News
Institutional Investor
2025-10-07
Institutional Investor
2025-09-30
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