Operations Associate

Your Future Team

Alexandria Capital, a Hightower company, provides custom wealth, financial, investment, and tax solutions to individuals, non-profit organizations, and family offices. Alexandria's team of about 20 professionals work collaboratively together, sharing a natural curiosity to learn, dedication to clients, and a passion for results.

What You'll Do

Gain hands-on experience working closely with senior wealth advisors and investment managers. You will report to the Managing Partner.#LI-Onsite

• Help with client onboarding and relationship management
• Support senior wealth advisors in developing wealth plans and deliverables
• Help with reporting systems, trade reconciliations, and portfolio analytics
• Support investment and market research
• Collaborate across teams and gain insight into all aspects of integrated wealth management

What You'll Bring

Innate curiosity to learn, attention to detail, experience with results, and a fiduciary mindset.

• Relevant degrees include English, Economics, Business, Finance, and related fields
• Experience with transferable skills regarding data, analytics, and an interest in finance services
• A desire to work in an entrepreneurial environment with purpose and opportunities for growth
• A strong comfort with technology, data modeling & manipulation, and communication skills
• Self-starter mentality with eagerness to assume increasing levels of responsibility

What We Offer

Opportunity to learn and get involved at your pace.

• Hands-on training and mentorship; path to becoming a credentialed wealth advisor
• A collaborative, mission-driven culture
• Coverage on the first day of employment for medical, dental, and vision insurance
• 401k matching plan; HSA employer contributions
• Base salary of $80k-$90k plus discretionary bonus (exact base salary amount will be dependent on experience)

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, and 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).

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.

You are 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.