Your Future Team Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio ...
60 Hightower Business Development Manager Jobs Hiring Near You
Your Future Team Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio ...
Senior Tax Manager
Dallas, TX · On-site
$130K - $150K/yr
Through Hightower Tax Solutions, we extend that commitment by incorporating tax services directly ... Development * Develop, motivate, and train junior staff and managers. * Delegate projects and ...
Senior Tax Manager
Dallas, TX · On-site
$130K - $150K/yr
Through Hightower Tax Solutions, we extend that commitment by incorporating tax services directly ... Development * Develop, motivate, and train junior staff and managers. * Delegate projects and ...
Argent Wealth Management is an independent-minded business where individuals and families ... Leadership & Team Development * Lead, mentor, and develop junior staff and managers within the tax ...
Argent Wealth Management is an independent-minded business where individuals and families ... Leadership & Team Development * Lead, mentor, and develop junior staff and managers within the tax ...
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... You will oversee business critical platforms including Salesforce CRM, Client Portal technologies ...
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... You will oversee business critical platforms including Salesforce CRM, Client Portal technologies ...
Argent Wealth Management is an independent-minded business where individuals and families ... Leadership & Team Development * Lead, mentor, and develop junior staff and managers within the tax ...
Argent Wealth Management is an independent-minded business where individuals and families ... Leadership & Team Development * Lead, mentor, and develop junior staff and managers within the tax ...
Senior Manager, Financial Planning & Analysis (FP&A)
Chicago, IL · Hybrid
$150K - $175K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... You will partner with the organization and Finance team leadership to guide the development and ...
Senior Manager, Financial Planning & Analysis (FP&A)
Chicago, IL · Hybrid
$150K - $175K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... You will partner with the organization and Finance team leadership to guide the development and ...
Director, IT Platform Services
Chicago, IL · On-site +1
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... You will oversee business critical platforms including Salesforce CRM, Client Portal technologies ...
Director, IT Platform Services
Chicago, IL · On-site +1
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... You will oversee business critical platforms including Salesforce CRM, Client Portal technologies ...
Your Future Team Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio ...
Your Future Team Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio ...
Trading and Client Operations Associate - Dechtman Wealth Management
Englewood, CO · On-site
$75K - $85K/yr
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Trading and Client Operations Associate - Dechtman Wealth Management
Englewood, CO · On-site
$75K - $85K/yr
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
... corporate executives, business owners, and wealthy families. Visit our website at ... Pet insurance Hightower's Story Founded in 2008, Hightower is a wealth management firm that ...
... corporate executives, business owners, and wealthy families. Visit our website at ... Pet insurance Hightower's Story Founded in 2008, Hightower is a wealth management firm that ...
Administrative Assistant - GMS Surgent
Devon, PA · On-site
$17.50 - $23.75/hr
Your Future Team In a business focused on numbers, we know that it is our people who make up the ... 2008, Hightower is a wealth management firm that provides investment, financial and retirement ...
Administrative Assistant - GMS Surgent
Devon, PA · On-site
$17.50 - $23.75/hr
Your Future Team In a business focused on numbers, we know that it is our people who make up the ... 2008, Hightower is a wealth management firm that provides investment, financial and retirement ...
Mergers and Acquisitions Succession Associate
Chicago, IL · Hybrid
$85K - $95K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in business, finance, accounting or a related field * 2+ years of experience in ...
Mergers and Acquisitions Succession Associate
Chicago, IL · Hybrid
$85K - $95K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in business, finance, accounting or a related field * 2+ years of experience in ...
Your Future Team Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio ...
Your Future Team Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio ...
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Trading and Client Operations Associate - Dechtman Wealth Management
Centennial, CO · On-site
$75K - $85K/yr
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Trading and Client Operations Associate - Dechtman Wealth Management
Centennial, CO · On-site
$75K - $85K/yr
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Mergers and Acquisitions Succession Associate
Chicago, IL · On-site
$85K - $95K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in business, finance, accounting or a related field * 2+ years of experience in ...
Mergers and Acquisitions Succession Associate
Chicago, IL · On-site
$85K - $95K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in business, finance, accounting or a related field * 2+ years of experience in ...
Salesforce CRM Project Manager (6 Month Contract)
Chicago, IL · On-site
$55 - $60/hr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in Computer Science, Information Technology, Business Administration, or a ...
Salesforce CRM Project Manager (6 Month Contract)
Chicago, IL · On-site
$55 - $60/hr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in Computer Science, Information Technology, Business Administration, or a ...
Salesforce CRM Project Manager (6 Month Contract)
Chicago, IL · On-site +1
$55 - $60/hr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in Computer Science, Information Technology, Business Administration, or a ...
Salesforce CRM Project Manager (6 Month Contract)
Chicago, IL · On-site +1
$55 - $60/hr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Bachelor's degree in Computer Science, Information Technology, Business Administration, or a ...
Senior Trust Officer
Chicago, IL · Hybrid
$140K - $150K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Maintain current knowledge of developments in the trust legal and regulatory environment
Senior Trust Officer
Chicago, IL · Hybrid
$140K - $150K/yr
Our Story Founded in 2008, Hightower is a wealth management firm that provides investment ... Maintain current knowledge of developments in the trust legal and regulatory environment
Trading and Client Operations Associate - Dechtman Wealth Management
Greenwood Village, CO · On-site
$75K - $85K/yr
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
Trading and Client Operations Associate - Dechtman Wealth Management
Greenwood Village, CO · On-site
$75K - $85K/yr
Bachelor's degree in Business, Finance, or related field preferred * Client-focused mindset with a ... Hightower's capital solutions, operational support services, size and scale empower its vibrant ...
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Full-time
Medical, Dental, Vision, Retirement
Posted 22 days ago
Job description
Presidio Wealth Partners ("Presidio"), an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals and business owners. Presidio currently manages $3billion of assets on behalf of our clients; about $1billion in alternative investments. We offer an outsourced family office experience for our clients that places us at the center of a client's financial life by focusing on asset management and customized financial planning solutions. Presidio is a team made up of 20 full-time employees comprised of 8 advisors and 12 supporting staff members.
Presidio 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, like Presidio, to grow their businesses and help their clients achieve their vision of "well-th rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Position will be in the office 5 days a week - Houston, TX
The Role
The Private Investment Specialist will report to the Private Investment Operations Manager and work closely with the Private Investment Operations Manager and the Director of Private Investments to enhance the reporting and operational functions of the Private Investment department.
What You'll Do
- Coordination and oversight of reporting of our alternative investment book of business.
- Audit and manage fund data entered into Black Diamond.
- Work closely with SS&C Accord reporting team, investment sponsors and Black Diamond.
- Compile specific customized reports for a selection of our largest clients.
- Other relevant duties as assigned from the Private Investment Operations Manager or Director of Private Investments.
What You'll Bring
- Impeccable organizational and time management skills.
- Strong attention to detail and accuracy.
- Ability to work in a fast-paced and rapidly changing environment.
- Proficient in Microsoft Office Suite.
- Self-starter that will take initiative and does not need to wait for instruction.
- Experience with private investments is preferred but not required.
- 5 + years of relevant industry experience
What We Offer
- 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)
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
Hightower's 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., the firm operates as a registered investment advisor (RIA).
AN EQUAL OPPORTUNITY EMPLOYER:Hightower is an equal opportunity employer and does not discriminate based upon 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.
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.