Founded on principles that form the bedrock of our firm today, Altium Wealth was born from the desire to be of uncommon service to our clients. In order to provide high quality service, we need a resourceful team. We are growing and are excited to talk to you about a career at Altium Wealth.

OPEN POSITIONS

Senior Client Service Associate

Founded in 2010, Altium believes that our clients wealth decisions are often compelled by a higher sense of purpose. Our mission far exceeds wealth generation: we want to empower our clients to create the life that they envision for themselves, their families, and their communities.

Altium Wealth is looking for a dynamic professional to join our growing Client Service team. Our client Service team directly impacts our client experience and is important to the success of the organization.

Please note - this person would be expected to be in the office every day.

What You'll Do

• Liaison between clients and advisors and expected to deliver remarkable service both externally and internally
  

• Coordination and preparation for client meetings, including post-meeting documentation and follow ups
  

• Schedule meetings including confirmation emails
  

• Use the group’s different applications (Outlook, Salesforce, Schwab, TD, Fidelity) to obtain account information and complete/coordinate all aspects of client service and account maintenance requests
  

• Field client requests and complete tasks, following through to make sure client’s needs are met while following compliance standards
  

• Manage client data within CRM (Salesforce) and monitor to ensure accuracy
  

• Process and track insurance maintenance requests for client policies
  

• Other responsibilities as may be assigned

What You'll Bring

• Team player who shows a client first attitude
  

• Adaptable to constant change
  

• Attention to detail and strong follow up/follow through skills
  

• Excellent customer-facing skills
  

• Strong written and verbal communication skills
  

• The ability to accomplish a variety of tasks in a thoughtful, organized manner and able to prioritize and re-prioritize throughout the day
  

• Show strong aptitude to anticipate client requests
  

• Maintain composure and remain positive under pressure even in time sensitive and complex situations
  

• Preferably a Minimum 5-year experience with Financial Services and/or Client Service
  

• BA/BS degree preferred
  

• Proficiency in MS Outlook and MS Word (Excel a plus)
  

• Prior experience with CRM software, preferably Salesforce
  

What We Offer

• Coverage on the first day of employment for medical, dental, and vision insurance
  

• 401k Matching Plan
  

• Paid Parental Leave
  

• Student Loan Assistance
  

• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)

Contact us with your resume and share why you’re interested in joining our team.

APPLY

Trading Analyst

Your Future Team

We started Altium by asking ourselves one simple and transformational question, “What would we want if we were clients?”  We believe wealth is compelled by a higher sense of purpose. Our intentions far exceed wealth generation: we seek to empower our clients to create the life that they envision for themselves, their families, and their communities.

Altium is seeking a trading operations analyst to join our investment platform team, working onsite at our Purchase, NY office.  Altium’s platform team manages roughly $5B in assets through a combination of workflows, processes, and applications. You will initially work directly with a senior trader until you are trained in all areas of the platform. You will have autonomous responsibilities yet will work with the other platform team members and the other departments within the firm.

Altium has five principles that you’ll find in our employees and our clients: envision a brighter future, seek truth, commit to excellence, embrace relationships, and lead selflessly.  We believe everyone possesses a unique genius, a quality that inspires them. In that ability are the tools to achieve their purpose. We also believe that happiness and fulfillment are not the destination at the end of one's journey, rather, they are achieved in the journey itself.

Please note this position requires you to be in the office Monday-Friday

What You'll Do

• Work closely with advisors to set up client portfolios for trading

• Use portfolio rebalancing system to analyze and approve daily trades

• Closely monitor account filters created to identify opportunities to trade client accounts

• Create ad hoc trade reports as requested

• Data maintenance within several systems across the investment platform

• Collaborate with various internal departments, custodians, broker-dealers, partners and 3rd party venders to ensure operational efficiency

• Assist in the trade settlement/reconciliation process

What You'll Bring

• Bachelor’s degree

• 2-3+ years financial services experience preferably in a trading support/back office role

• Detail oriented with strong organization skills

• Proficient with Excel

• Experience with the following tools: EZE, Black Diamond, Bloomberg, Salesforce or other OMS/EMS a plus

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)

• 401k matching plan

• HSA employer contributions

• Student loan assistance

• Pet insurance

• Salary range- $80,000-$95,000 plus discretionary bonus (exact amount is dependent on experience)

Hightower's 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., the firm operates as a registered investment advisor (RIA).

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.

Contact us with your resume and share why you’re interested in joining our team.

APPLY