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  • Chicago, IL, USA
    Req #189
    Thursday, September 17, 2020
    Duties and Responsibilities:  Maintain an accurate, detailed ledger of all checks/lockbox items receivedEnter receipts to appropriate general ledger accounts within OracleGenerate weekly field reporting as neededPerform bank reconciliations for the broker dealer business lineApply cash receipts appropriately for the broker dealer business lineAssist with investigating billing discrepanciesCommunicate with business partners on check payment status and questionsProvide backup support to the Financ ... More
  • Huntsville, AL, USA
    Req #188
    Wednesday, September 16, 2020
    ResponsibilitiesProfessional ManagementManage client meetings to include scheduling, attendance during engagements and assurance of execution for follow up action itemsTrack expenses and file expense reportsCoordinate business travel with full accommodationsMonitor and organize email correspondenceWork with IT support to solve complex issues when neededManage calendars to ensure adequate planningTranscribe written documents to electronic formats; manage filingPrepare agendas and offsite meetings ... More
  • St. Louis, MO 63105, USA
    Req #167
    Wednesday, September 16, 2020
    The FirmDuncker Streett & Co. (DS) is a Registered Investment Advisory firm that provides investment management services to high net worth individuals, trusts, pensions and profit-sharing plans, endowment funds, charitable trusts, and corporations. Client assets are managed using stocks, bonds and index ETFs. The firm has thrived over the years and currently manages assets of over half a billion dollars. Client retention is high; in fact, a few descendants of early investors represent fourth gen ... More
  • Chicago, IL, USA
    Req #187
    Wednesday, September 16, 2020
    Hightower's Advisor Success Team will be comprised of professionals with business consulting experience to help our advisors grow, improve and evolve their practices by providing intuitive guidance. You will be an important ally and advocate to every team and practice who wants to invest in change and improvement.A successful business consultant has first and foremost a broad knowledge of the many facets of the investment advisory business. The ideal candidate will also possess great problem-sol ... More
  • New York, NY, USA
    Req #185
    Wednesday, September 9, 2020
    Nucleus is looking for a Senior Investment and Business Product Analyst to join our rapidly-growing team. Nucleus Advisors has depth in all the competencies of a traditional wealth advisory firm, but our goal is to keep building connection competencies. As such, we vigilantly work to improve our client connections as we continue to transform. This new senior leader will support Nucleus with the traditional wealth advisory toolkit, but will also play a leadership role in our digital transformatio ... More
  • New York, NY, USA
    Req #184
    Wednesday, September 2, 2020
    About Nucleus AdvisorsNucleus Advisors exists to make a difference in the lives of those who keep choosing to be difference makers- in this digitally accelerated age. Our leadership commitment is to open dialogue, productive reasoning and skilled inquiry- to engaging people in reflecting on their own reasoning and being WITH them as we reflect on ours- and moving toward the roar of our own vulnerability. What follows is what we believe makes us us as people, in no particular order: Connection, D ... More
  • Chicago, IL, USA
    Req #183
    Thursday, August 27, 2020
    Summary of Position:  Hightower Advisors is an industry leading wealth management organization comprised of the highest caliber of financial advisors across the country, supported by a home office team based in Chicago and New York City. Hightower is looking for talented individuals to join its fast-paced team as it continues an impressive growth path.Hightower is looking to add a high-performing M&A Analyst to its Mergers & Acquisitions team to help support all aspects of its internal M&A proce ... More
  • Chicago, IL, USA
    Req #182
    Thursday, August 27, 2020
    The ERP Integration Developer is responsible for overseeing development, support and administration for our Oracle ERP integrations. This role requires a strong understanding of ETL development and administration/troubleshooting, business and technical requirement documentation and the ability to effectively communicate with business users to provide end-to-end support for existing integrations and to capture requirements for future enhancements. This role will work closely with Hightower intern ... More
  • Chicago, IL, USA
    Req #181
    Thursday, August 27, 2020
    Hightower is looking for an experienced Salesforce Developer who will gain a complete understanding of Hightower's robust Salesforce implementation. You will work with other Developers and Product Managers in an agile environment to constantly improve the platform experience for both corporate and field users. You will work across the entire Salesforce development ecosystem to build employee communities and custom CRM solutions. The ideal candidate will take ownership of their responsibilities a ... More
  • Chicago, IL, USA
    Req #180
    Wednesday, August 26, 2020
    The FirmFounded in 2007, Hightower is an industry-leading financial services firm providing objective wealth management advice supported by a unique platform, compelling brand, and inspiring culture. The company's distinct brand of wealth management empowers both investors and advisors, providing a true fiduciary standard of care for the investor and comprehensive support for the independent advisor.  The RoleThe Product and Vendor Management Director, as part of Hightower's Product and Vendor M ... More
  • Traverse City, MI, USA
    Req #166
    Tuesday, August 25, 2020
    Position Overview: The Client Service Manager is responsible for managing the Client Service Team members and overseeing their daily activities. This position serves as an intermediary between the Client Service Team and Advisors. This position is also responsible for the development, enforcement, and management of workflow systems, and policies and procedures. Duties & ResponsibilitiesOversee the daily activities of the Client Service Team and ensure there is proper support structure for servic ... More
  • Valparaiso, IN, USA
    Req #165
    Tuesday, August 25, 2020
    Position Overview: The Client Service Associate is responsible for the day-to-day servicing of clients and account maintenance, serving as a key contact person for all account-related client requestsDuties & ResponsibilitiesInitiate and field client service callsPrepare and process all paperwork for client transactions, including but not limited to opening new accounts, closing accounts, transferring assets, deposits, withdrawals, account title changes, address changes, etc.; communicate status ... More
  • Chicago, IL, USA
    Req #179
    Friday, August 14, 2020
    Summary of PositionHightower's Operations Team is responsible for all operational functions across the firm. The Operations Manager will be tasked with driving the successful outcome of multiple RIA integration, daily account maintenance and the complete function of our Broker Dealer. The role is based in Hightower's Chicago company headquarters and will report to the Executive Director of Operations.An excellent candidate is passionate about relationship and project management, is hands on and ... More
  • Chicago, IL, USA
    Req #178
    Wednesday, August 12, 2020
    The Capital Markets Trader is responsible for supporting at an expert level the fixed income trading needs for all of HT's Advisors and is the primary point of contact to our trading counterparties. Core responsibilities include distributing and sourcing trade ideas, identifying relative value, and being a source for fixed income related questions. This role functions as a generalist and requires knowledge in various fixed income segments such as Municipals, Corporates, Agencies, Treasuries, MBS ... More
  • Deerfield, IL, USA
    Req #177
    Wednesday, August 12, 2020
    The FirmFounded in 2007, Hightower is an industry-leading financial services firm providing objective wealth management advice supported by a unique platform, compelling brand, and inspiring culture. The company's distinct brand of wealth management empowers both investors and advisors, providing a true fiduciary standard of care for the investor and comprehensive support for the independent advisor.The RoleWe are seeking a successful Private Wealth Associate who is a multi-tasker at heart, with ... More
  • 1401 S Brentwood Blvd, Brentwood, MO 63144, USA
    Req #124
    Monday, July 13, 2020
    Description: As one of the nation's largest Registered Investment Advisors (RIAs), Hightower is an industry-leading financial services firm managing approximately $70B in client assets and offering objective wealth management advice. Hightower St. Louis (HTSTL) is an established and successful financial advisory firm that is part of this network. Our firm is an ensemble practice, where team members collaborate as one on behalf of our clients. We truly believe our collaborative relationsh ... More
  • Houston, TX, USA
    Req #161
    Wednesday, May 20, 2020
    The Role Seeking a Trust Administration Associate to provide support to Trust Officers in a growing Houston-based trust company. Will help with maintaining client relationships by assisting with processing transactions, collecting information, fee processing, preparing internal reports, and opening and closing accounts. This position is best suited for someone used to dealing directly with clients, able to perform banking functions, and can work independently as well as part of a team. Primary R ... More
  • San Diego, CA, USA
    Req #142
    Thursday, February 6, 2020
    We are seeking a Private Wealth Associate who is a multi-tasker with strong communication skills, attention to detail, and ability to thrive in a fast-paced and evolving organization. The ideal candidate is one that is thorough, diligent and intentional, a strong communicator, organized, excellent time manager, and is driven to develop and grow in their role.   Private Wealth Associate Job Description: Provide white glove level of service to clients, delivering administra ... More