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Senior Product Manager - Client Agreements

Company: Hightower Advisors
Location: Chicago
Posted on: June 11, 2024

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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).
Your Future Team
The Product Development team develops and supports business applications and integrations that enable our corporate functions and advisor practices. We are a group of experienced, fun, and motivated individuals who are passionate about excellence and service to our advisors.
What You'll Do
Being a relationship manager, facilitator, and mediator, you will seek out the best ways to improve processes and increase effectiveness through the partnership between technology and business units in defining strategy and building solutions. With organizational and project goals lighting the way, the ideal candidate will drive the documentation and evaluate potential solutions-always working to bridge the gap with improved efficiency and productivity.
You will also ensure assigned projects are on schedule, with high-quality work products, within prescribed resource limits, and in accordance with requirements and standards.

  • Guide Client Agreement product roadmap to meet Regulatory and Compliance requirements delivered via unique Hightower advisor user experiences.
  • Partner with stakeholder teams across business units (i.e., Operations, Compliance, etc.) to develop necessary analysis and documentation collaboratively, communicating effectively and efficiently with production, managerial, and executive teams.
  • Communicate and engage with steering-level stakeholders across different departments to ensure the business goals are aligned with the product roadmap and execution.
  • Serve as an expert and communicate business processes and systems prototypes that promote increased efficiency and productivity on multiple levels.
  • Develop meaningful and lasting relationships with corporate and field-facing colleagues for optimized systems integration.
  • Manage business user engagement throughout the full release life cycle, from scoping, requirement gathering, design, user testing, change management, and postproduction support.
  • Perform, evaluate, and communicate quality assurance at every stage of systems development.
  • Assist the project manager in developing detailed project estimates and work plans and ensuring that projects are delivered on time and meet clients' and users' business needs and quality expectations.
  • Author and update internal and external documentation and formally initiate and deliver requirements from stakeholders.
  • Work to proactively address potential questions and concerns from managers and executives with supporting research and recommendations.
  • Assist in research, recommendation, and application of new technologies if applicable.
  • Strive to improve technical skills as well as knowledge of business processes.

    What You'll Bring

    • Bachelor's degree in a related field.
    • 5+ years' experience in the wealth management industry.
    • Understanding of regulatory rules, policies, and industry best practices around Client agreements and documentation.
    • Relationship management skills and the ability to manage stakeholders and expectations.
    • Strong attention to detail.
    • Practical experience generating process documentation and reports.
    • Working knowledge of Salesforce.

      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)
      • Mother's lounge onsite
      • Flexible PTO plan
      • Hybrid model work schedule (50% in office)
      • Free brand-new gym in the Chicago office
      • 401k matching plan
      • HSA employer contributions
      • Student loan assistance
      • Pet insurance

        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.

Keywords: Hightower Advisors, Chicago , Senior Product Manager - Client Agreements, Executive , Chicago, Illinois

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