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Hightower Advisors · 1 day ago

Product Manager, Client Lifecycle Management

Chicago, IL

Full-time

Hybrid

Mid, Senior Level

$0/yr - $130K/yr

5+ years exp

Hightower Advisors is a wealth management firm that provides a variety of financial services. The Product Manager, Client Lifecycle Management will design and execute the strategy for the next-generation operating platform, collaborating with advisors and technology partners to deliver solutions that enhance efficiency and compliance.

Financial Services

Comp. & Benefits

No H1B

U.S. Citizen Only

Responsibilities

Execute the product vision and roadmap for our new CLM platform, ensuring alignment with firm strategy, centralized operations, and advisor needs

Collaborate with advisors, home office teams, and external fintech vendors to gather requirements and prioritize initiatives

Own the end-to-end product lifecycle: business case development, requirements, design, testing, launch, adoption, and ongoing optimization

Ensure seamless integrations with key advisor tools (e.g., CRM, portfolio management, trading, reporting, and client engagement systems)

Partner with compliance, operations, and technology teams to build scalable, compliant, and advisor-friendly workflows

Develop success metrics, monitor adoption, and continuously improve platform performance

Communicate product progress, tradeoffs, and outcomes to executive leadership and stakeholders

Qualification

Product managementWealth management knowledgeFintech experienceCRM systemsPortfolio management systemsData-driven analysisStakeholder managementDynamic environment adaptabilityCommunication skills

Required

5–7+ years of product management experience in wealth management, fintech, or financial services platforms

Strong understanding of advisor workflows, custodial integrations, CRM, and portfolio/accounting systems (e.g., Charles Schwab, Fidelity, Salesforce, Black Diamond)

Proven track record of building digital platforms that improve efficiency, compliance, and client experience

Analytical and data-driven, with experience setting KPIs and measuring adoption

Communication and stakeholder management skills, with the ability to influence across business and technology teams

Comfortable in a dynamic, entrepreneurial environment with competing priorities

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