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Type of Role: Investments

Experience Level: VP/Principal/Director

Location: Westport, Connecticut

Salary: $150K - $250K

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). $105 billion AUM.

What You’ll Do:

  • Develop and implement comprehensive investment strategies and models tailored to specific goals, risk tolerance, and financial circumstances of the firm’s clients
  • Lead the firm’s Investment Committee which includes, but is not limited to capital markets updates, changes to investment processes, and responding to questions for the advisors, their clients, and prospects
  • Generate regular investment performance reports for the Investment Committee, including portfolio returns, risk metrics, and benchmark comparisons
  • Stay updated on market trends, economic conditions, and industry developments to adjust strategies as needed.  Analyze and monitor critical macroeconomic issues for their potential impact on investment portfolios
  • Oversee the management of diverse investment portfolios, including equities, fixed income, alternative investments, and other asset classes
  • Monitor portfolio performance, risk exposure, attribution, and asset allocation, making necessary adjustments to optimize returns
  • Using the firm’s software and programs, conduct in-depth financial analysis, due diligence, and market research to identify suitable investment opportunities
  • Stay informed about emerging investment products, asset classes, and investment technologies
  • Build and maintain strong client relationships, serving as the primary point of contact for investment-related matters
  • Effectively communicate investment strategies and performance to clients in a clear and understandable manner
  • Set performance targets, provide guidance, and facilitate professional development within the team
  • Ensure that all investment activities comply with industry regulations and company policies
  • Implement risk management strategies to protect client assets and uphold fiduciary responsibilities
  • Present investment results and insights in client meetings and reviews

Please note you are expected to be in the Westport office Monday-Friday

What You’ll Bring:

  • 10+ years of proven experience in a senior investment role within the wealth management, family office, or investment industry
  • Bachelor’s degree in Finance, Economics, or a related field (Master’s degree preferred)
  • CFA (Chartered Financial Analyst) or similar professional certifications highly preferred (CIMA/CAIA); Series 7,65/66
  • Bloomberg/Morningstar experience preferred
  • Strong analytical and quantitative skills
  • Excellent understanding of financial markets, investment products, and asset allocation

What We Offer:

  • Base salary- $150,000 plus discretionary bonus.  Negotiable for the right candidate
  • 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

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.