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About the Role

Hightower Westchester is seeking a Director of Operations and Client Service to support a seasoned team and provide a quality client experience. This strategic role integrates operational efficiency and client service to support long-term growth and sustainability.

Responsibilities

• Complete operational tasks, activities, and workflows including account services and transaction processing in a timely, consistent, and accurate manner.
• Field client requests and complete tasks, ensuring client needs are met while adhering to compliance standards.
• Manage and follow prospect and client timelines to ensure the prospect and client experience is performed as designed.
• Process account openings, obtain account information, and complete service requests with the custodian (Fidelity).
• Open and update separately managed accounts.
• Prepare subscription documents for alternative investments.
• Document and update contact information, status updates, and other important information within the CRM database (Salesforce).
• Serve as the first point of contact for clients and visitors in the office and by phone, demonstrating high levels of meaningful engagement.
• Schedule meetings and travel.
• Perform light office management duties, including using Concur for expense management, resolving vendor and IT issues, and ordering office supplies.
• Support multiple roles to learn different functions within the practice.
• Assist Marketing with client events and client gifts.
• Assist the team in operational, administrative, and marketing functions.

Requirements

• Team player and a “client first” attitude.
• Strong Microsoft Office and Outlook competency with an emphasis on Excel.
• Salesforce experience is a plus.
• Process-driven tasking and follow-up skills.
• Excellent client-facing skills.
• Strong written and verbal communication skills.
• Ability to accomplish a variety of tasks in a detailed, efficient, and organized manner.
• 3 or more years of experience with Financial Service and/or Client Service.
• Series 65 license required (must be achieved within 6 months of hire). Other licenses may be required over time.
• Must be a U.S. citizen, U.S. permanent resident, or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.

Skills

• Microsoft Office
• Outlook
• Excel
• Salesforce
• Process-driven tasking
• Follow-up skills
• Client-facing skills
• Written communication skills
• Verbal communication skills
• Detailed task management
• Efficient task management
• Organized task management

Location

• Harrison, New York

Work Type

• In-office
• Full-time

Experience Level

• 3 or more years of experience

Education Level

• BA/BS degree preferred in Business/Marketing/Communications or related field

Salary/Compensations

• $85,000-$95,000

Benefits

• Medical insurance coverage on the first day of employment
• Dental insurance coverage on the first day of employment
• Vision insurance coverage on the first day of employment
• Paid parental leave (16 weeks for primary caregiver and 8 weeks for secondary caregiver)
• Flexible PTO plan
• 401k matching plan
• HSA employer contributions
• Student loan assistance
• Pet insurance

About the Company

• Hightower is a wealth management firm founded in 2008, providing investment, financial, and retirement planning services to individuals, foundations, and family offices, as well as 401(k) consulting and cash management services to corporations.
• Hightower's capital solutions, operational support services, size, and scale empower its community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision.
• Based in Chicago with advisors across the U.S., Hightower operates as a registered investment advisor (RIA).

Equal Opportunity

• Hightower is an equal opportunity employer and does not discriminate based on race, color, religion, sex, sexual orientation, pregnancy, marital status, national origin, citizenship, veteran status, ancestry, age (over 40), physical or mental disability, medical condition (cancer-related), gender identity or expression, genetic information including sickle cell or hemoglobin C trait, or any other consideration made unlawful by applicable federal, state, or local law.
• Hightower Advisors, LLC is an SEC registered investment adviser. Registration as an investment advisor does not imply a certain level of skill or training.
• Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.