Hightower

Compensation

Full 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). Your Future Team As a Senior Billing Analyst, you will be responsible for assisting with the accurate onboarding and termination of accounts related to advisory fee billing. You will report to the Manager, while also working closely with two analysts. You will play a pivotal role in executing processes and protocol, while working closely with other departments, as well as cross-functionally to execute the team's goals. Together, this team will support ongoing reporting & analysis, account terminations, and integration activities. This team will also help manage risk, integrate new advisor teams, enhance financial controls, and contribute to the achievement of the organization. What You'll Do • Compile quarterly termination analyses to identify and remediate accounts eligible for refunds. Communicate findings to advisor teams and prepare supporting documentation for final assessments. • Communicate and collaborate effectively with advisor teams to ensure alignment and support across the termination process. • Assist with processing of account terminations, ensuring precise calculations and processing of fees and refunds for clients. • Perform billing test runs and conduct detailed analyses for onboarding advisory businesses, ensuring accurate establishment of fee attributes and proper system setup • Respond to advisor team inquiries regarding billing and provide resolution. • Maintain accurate and organized integration and billing onboarding/termination records, supporting documentation, and audit trails to facilitate internal and external audits. • Support project-based initiatives by ensuring data integrity and accuracy throughout all phases of the project. • Foster a collaborative and inclusive work environment that encourages teamwork, accountability, and innovation. • Assist in governing, adhering, and reporting on internal controls and procedures to maintain regulatory standards, ensure compliance, and reduce errors. Track and support remediation. What You'll Bring • Bachelor's degree in Finance, Accounting, Business Administration, or related field • 5+ years of experience as a Billing Analyst or similar role • Financial services industry and RIA experience preferred • Strong understanding of billing principles, financial analysis, and relevant software applications • Proficiency in billing operations and related accounting systems (e.g. Envestnet Wealth Management software, Black Diamond, etc.) • Exceptional attention to detail and accuracy in data analysis and reporting • Strong organizational skills • High level of proficiency in Microsoft suite, including Excel (pivot tables, v-lookup, etc.), Word, Outlook • Effective communication and interpersonal skills to collaborate with diverse teams and interact with clients professionally • Ability to work independently, prioritize tasks, and meet deadlines in a fast-paced environment 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 work schedule (minimum of 3 days in office) • Free brand-new gym in the Chicago office • 401k matching plan • HSA employer contributions • Student loan assistance • Pet insurance • Base salary of up to $95,000 plus discretionary bonus (exact base salary amount will be dependent on experience) 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.