Chicago, Illinois, United States · Hybrid
$80k/yr
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 managem…
Skills: Billing Analysis, Financial Analysis, Envestnet Wealth Management, Black Diamond, Microsoft Excel
Houston, Texas, United States · Hybrid
$140k–$150k/yr
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 …
Skills: Trust Administration, Estate Planning, Fiduciary Principles, Client Relationship Management, Legal Document Interpretation
Wilmington, Delaware, United States · Hybrid
$140k–$150k/yr
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 …
Skills: Trust Administration, Estate Planning, Fiduciary Principles, Legal Document Interpretation, Client Relationship Management
Chicago, Illinois, United States · Hybrid
$140k–$150k/yr
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 …
Skills: Trust Administration, Estate Planning, Fiduciary Principles, Legal Document Interpretation, Client Relationship Management
Chicago, Illinois, United States · Hybrid
$145k–$155k/yr
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 …
Skills: IT Strategy, Governance, Service Delivery, Vendor Management, Budget Management
New Gloucester, Maine, United States · On-site
$60k–$85k/yr
Your Future Team Simmons Investment Advisors operates as a private financial advisory practice within Hightower Advisors, a financial services company. Established in 1987, Simmons Investment Advisors provides investment…
Skills: Client Relationship Management, Account Onboarding, Asset Movement, Data Accuracy, Regulatory Compliance
New Gloucester, Maine, United States · On-site
$60k–$85k/yr
Your Future Team Simmons Investment Advisors operates as a private financial advisory practice within Hightower Advisors, a financial services company. Established in 1987, Simmons Investment Advisors provides investment…
Skills: Client Relationship Management, Account Onboarding, Asset Movement, Regulatory Compliance, Data Accuracy
Alpharetta, Georgia, United States · On-site
Your Future Team Bluerock Wealth Management is an established and successful financial advisory practice which is part of the larger Hightower network. Our practice is an ensemble, where team members collaborate as one o…
Skills: Wealth Management, Financial Planning, Tax Mitigation, Estate Planning, Investment Strategy
Harrison, New York, United States · On-site
$65k–$75k/yr
Your Future Team Do you grow in a warm and positive environment where there is a clearly defined process and your role requires someone with a welcoming style? Is efficiency one of your strengths, allowing you to handle …
Skills: Client Relations, Account Maintenance, CRM Management, Meeting Coordination, Written Communication
Chicago, Illinois, United States · Hybrid
$120k–$130k/yr
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 …
Skills: M&A Integration, RIA Operations, Project Management, Cross-functional Execution, Client Onboarding
Chicago, Illinois, United States · Hybrid
$55/hr–$60/hr
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 …
Skills: CRM Conversion, Project Management, Data Migration, System Integration, Stakeholder Communication
Chicago, Illinois, United States · Hybrid
$150k–$175k/yr
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 …
Skills: Financial Planning & Analysis, Financial Modeling, Corporate Finance, Business Strategy, Team Management
Los Angeles, California, United States · On-site
$110k–$120k/yr
Your Future Team Bel Air Investment Advisors, an advisory practice of Hightower, provides investment management and advisory services to wealthy individuals, families, trusts and foundations, targeting clients with $20 m…
Skills: Client Relationship Management, Investment Operations, Asset Allocation, Account Establishment, Financial Research
Chicago, Illinois, United States · Hybrid
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 …
Skills: Data Cleaning, Salesforce, Box, Asana, Black Diamond
Hybrid
$40/hr–$43/hr
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 …
Skills: SEO Copywriting, Content Strategy, Financial Services Writing, Keyword Research, AEO
Chicago, Illinois, United States · Hybrid
$160k–$180k/yr
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 …
Skills: Strategic Sourcing, Contract Negotiation, Vendor Management, Risk Management, Procure-to-Pay Workflows
Norwich, Connecticut, United States · Hybrid
Your Future Team Strata Wealth Partners is a boutique wealth management practice, providing comprehensive financial planning and sophisticated portfolio management to successful entrepreneurs and families since 1983. We …
Skills: Client Service, Investment Research, Portfolio Management, Financial Markets, Microsoft Office Suite
Portland, Maine, United States · On-site
$100k/yr
Your Future Team White Pine Wealth Management is a team of 10 professionals servicing $1B+ in assets as of March 2026. We are based in Falmouth, Maine. What You’ll Do The Client Service Associate provides a white g…
Skills: Client Relationship Management, Account Maintenance, Money Movement Processing, Communication, Interpersonal Skills
San Ramon, California, United States · On-site
$100k–$120k/yr
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 …
Skills: Financial Planning, Relationship Management, Investment Proposals, Portfolio Review, Business Development
Chicago, Illinois, United States · Hybrid
$55/hr–$60/hr
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 …
Skills: CRM Conversion, Project Management, Data Migration, System Integration, Stakeholder Communication
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The Senior Billing Analyst manages the onboarding and termination of advisory fee billing accounts while ensuring accurate fee calculations and refunds. They collaborate with advisor teams to remediate accounts and maintain rigorous audit trails and internal controls.
Requires a Bachelor's degree in Finance, Accounting, or Business and at least 5 years of experience in a billing analyst role. Proficiency in Microsoft Excel and specialized wealth management software like Envestnet or Black Diamond is highly preferred.
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).
Your Future Team
As a Senior Billing Analyst, you will assist with the accurate onboarding and termination of accounts related to advisory fee billing. You will report to the Manager, while also working with two analysts. You will help implement processes and protocol, while working with other departments, and to accomplish 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
What You'll Bring
What We Offer
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.
A community of independent-minded advisors delivering holistic financial advice.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K 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., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US
A community of independent-minded advisors delivering holistic financial advice.
Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations and family offices, as well as 401K 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., the firm operates as a registered investment advisor (RIA). Learn more about Hightower’s collaborative business model at www.hightoweradvisors.com.
Offices: 200 W. Madison Street, Suite 2500, Chicago, IL 60606, US · 505 5th Ave., 14th Floor, New York, NY 10017, US · 201 Spear St., Suite 1100, San Francisco, CA 94105, US
