S., we operate as a registered investment advisor (RIA). The Role We are looking for a temporary ... You will report to the Managing Director. Hours Part-time position: Monday through Thursday, 8:30 ...
S., we operate as a registered investment advisor (RIA). The Role We are looking for a temporary ... You will report to the Managing Director. Hours Part-time position: Monday through Thursday, 8:30 ...
Legal Research Analyst
Raleigh, NC · On-site
Director of Knowledge Management and Research SUMMARY: The Legal Research Analyst serves as a ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...
Legal Research Analyst
Raleigh, NC · On-site
Director of Knowledge Management and Research SUMMARY: The Legal Research Analyst serves as a ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...
Sr. Sales Assistant
Durham, NC · On-site
$65K - $76K/yr
Director, Business Development Location: In-office, Durham, NC Classification: Full-time, Exempt Summary / Job Objective: We are a growing independent Registered Investment Advisory (RIA) firm ...
Quick apply
Sr. Sales Assistant
Durham, NC · On-site
$65K - $76K/yr
Director, Business Development Location: In-office, Durham, NC Classification: Full-time, Exempt Summary / Job Objective: We are a growing independent Registered Investment Advisory (RIA) firm ...
Legal Research Analyst
Charlotte, NC · On-site
Director of Knowledge Management and Research SUMMARY: The Legal Research Analyst serves as a ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...
Legal Research Analyst
Charlotte, NC · On-site
Director of Knowledge Management and Research SUMMARY: The Legal Research Analyst serves as a ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...
Legal Research Analyst
Winston Salem, NC · On-site
Director of Knowledge Management and Research SUMMARY: The Legal Research Analyst serves as a ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...
Legal Research Analyst
Winston Salem, NC · On-site
Director of Knowledge Management and Research SUMMARY: The Legal Research Analyst serves as a ... Checkpoint RIA, HeinOnline, Drafting Assistant, Quest, and TLO. Technology fluency, with ...
Senior Compliance Analyst
Raleigh, NC · On-site
$90 - $130/hr
You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive ...
Senior Compliance Analyst
Raleigh, NC · On-site
$90 - $130/hr
You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive ...
Senior Compliance Manager
Raleigh, NC · On-site
$90 - $110/hr
Coordinate with Compliance Directors and CCO to maintain the governance framework for ... Extensive experience working at an RIA and broker‑dealer * Series 65 or 66 licenses (preferred)
New
Senior Compliance Manager
Raleigh, NC · On-site
$90 - $110/hr
Coordinate with Compliance Directors and CCO to maintain the governance framework for ... Extensive experience working at an RIA and broker‑dealer * Series 65 or 66 licenses (preferred)
New
Senior Compliance Analyst
Raleigh, NC · On-site
You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive ...
Senior Compliance Analyst
Raleigh, NC · On-site
You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive ...
Sr. Sales Assistant
Durham, NC · On-site
$65K - $76K/yr
Director, Business Development Location: In-office, Durham, NC Classification: Full-time, Exempt Summary / Job Objective: We are a growing independent Registered Investment Advisory (RIA) firm ...
Quick apply
Sr. Sales Assistant
Durham, NC · On-site
$65K - $76K/yr
Director, Business Development Location: In-office, Durham, NC Classification: Full-time, Exempt Summary / Job Objective: We are a growing independent Registered Investment Advisory (RIA) firm ...
Successfully establishes and cultivates RIA Networks, Broker/Dealer Networks, TPAs, Custodial relationships/partnerships, wire houses, consulting firms and other referral sources. * Direct ...
Successfully establishes and cultivates RIA Networks, Broker/Dealer Networks, TPAs, Custodial relationships/partnerships, wire houses, consulting firms and other referral sources. * Direct ...
Senior Compliance Analyst
Raleigh, NC · On-site
You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive ...
Senior Compliance Analyst
Raleigh, NC · On-site
You will work with the Director of Compliance to maintain and implement the compliance program for an established federally registered investment advisor (RIA) and registered broker-dealer, and drive ...
Senior Client Service Associate- Hightower Signature Wealth
Chapel Hill, NC · On-site
$54 - $75/hr
S., the firm operates as a registered investment advisor (RIA). Your Future Team We are a wealth ... Verify legitimacy of client directed requests. * Communicate with advisors/trading managers to ...
Senior Client Service Associate- Hightower Signature Wealth
Chapel Hill, NC · On-site
$54 - $75/hr
S., the firm operates as a registered investment advisor (RIA). Your Future Team We are a wealth ... Verify legitimacy of client directed requests. * Communicate with advisors/trading managers to ...
S., the firm operates as a registered investment advisor (RIA). Your Future Team We are a wealth ... The work is processdriven and detailoriented, and it plays a direct role in delivering a high ...
S., the firm operates as a registered investment advisor (RIA). Your Future Team We are a wealth ... The work is processdriven and detailoriented, and it plays a direct role in delivering a high ...
Client Services Associate/Trader
Chapel Hill, NC · On-site
$50K - $65K/yr
Execute on the firms day-to-day trading activities under the supervision of the Director of ... Knowledge of RIA operations, regulations, compliance, and oversight. * Demonstrates personal ...
Quick apply
Client Services Associate/Trader
Chapel Hill, NC · On-site
$50K - $65K/yr
Execute on the firms day-to-day trading activities under the supervision of the Director of ... Knowledge of RIA operations, regulations, compliance, and oversight. * Demonstrates personal ...
Counsel - Wealth Management (HYBRID)
Charlotte, NC · On-site
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Counsel - Wealth Management (HYBRID)
Charlotte, NC · On-site
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Counsel - Wealth Management (HYBRID)
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Counsel - Wealth Management (HYBRID)
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Counsel - Wealth Management (HYBRID)
Charlotte, NC · On-site
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Counsel - Wealth Management (HYBRID)
Charlotte, NC · On-site
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Academic Advisor
Raleigh, NC · On-site
$60K - $68K/yr
... RIA recipients, one NASA Early Career Faculty Award recipient, four ASME Fellows, seven AIAA ... This position reports directly to the Director of Undergraduate Advising. Duties include: Academic ...
Academic Advisor
Raleigh, NC · On-site
$60K - $68K/yr
... RIA recipients, one NASA Early Career Faculty Award recipient, four ASME Fellows, seven AIAA ... This position reports directly to the Director of Undergraduate Advising. Duties include: Academic ...
Significant experience operating inside an investment management environment (RIA, hedge fund, asset manager, family office, fund administrator, auditor, or similar), with direct exposure to finance ...
Significant experience operating inside an investment management environment (RIA, hedge fund, asset manager, family office, fund administrator, auditor, or similar), with direct exposure to finance ...
Counsel - Wealth Management (HYBRID)
Charlotte, NC · On-site
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Counsel - Wealth Management (HYBRID)
Charlotte, NC · On-site
$220K - $274K/yr
This is a high-impact role offering direct engagement with senior business leaders and the ... Experience with wealth management, financial advisor platforms, or broker-dealer/RIA environments.
Director Ria information
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Part-time
Retirement
Posted 24 days ago
Key responsibilities
Greet visitors and answer incoming calls to provide a welcoming experience.
Assist with scheduling client and internal meetings, and coordinate logistics for events and meetings.
Maintain office organization, manage supplies, sort mail, and support event setup and catering arrangements.
Job description
Our Story
Founded in 2008, Hightower is a wealth management firm that provides 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 vibrant 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., we operate as a registered investment advisor (RIA).
The Role
We are looking for a temporary part-time Client Experience Associate to support our team as the first contact to greet clients and answer incoming calls. Additional responsibilities include maintaining the office, coordinating meeting schedules and assisting with marketing events as requested. We expect this position to span around six months with the possibility of extending to a permanent position after that time. You will report to the Managing Director.
Hours
Part-time position: Monday through Thursday, 8:30 am – 4:00 pm, with a one hour lunch break.
What You’ll Do
- Office “Well-Being”: Greet visitors and answer incoming calls in a timely manner. Ensure office areas are always well-kept and ready for clients. Manage supplies and sort mail.
- Scheduling & Task Coordination: Assist other team members with client and internal team scheduling.
- Events & Marketing: Assist other team members to coordinate logistics for internal events, client meetings, and team offsites. Manage catering and meal planning, room setup, and guest accommodations to ensure a professional and welcoming experience.
What You’ll Bring
- Communication: Effectively communicates with colleagues and clients, following clear instructions and demonstrating understanding of assigned tasks.
- Problem Solving: Utilizes resources and procedures to solve problems effectively.
- Detail-Oriented: Focuses on understanding task details while maintaining awareness of the big picture.
- Organization: Maintains organized documentation and can retrieve specific items quickly using various filing systems. Documentation of all work completed and in process is a must, including client conversations.
- Time Management: Multitasks and prioritizes tasks in a fast-paced environment, managing conflicting priorities effectively.
- Work Style: Works well independently and collaboratively, forming good relationships and demonstrating sensitivity and respect.
- Initiative: Proactively seeks opportunities to assist colleagues, demonstrating a positive work ethic and willingness to take initiative.
AN EQUAL OPPORTUNITY EMPLOYER: 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.
You are a U.S. citizen, U.S. permanent resident, or possess other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.
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