Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted 32 hours ago

Onboarding Specialist - Hightower Signature Wealth

Hightower62 open roles

Where
Dallas, TX, USA
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowOnboarding Specialist - Hightower Signature WealthHightower · Dallas, TX, USA

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Hightower's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

12.8% of postings close within 7 days. Measured by our own scanner across the market. Hightower postings stay open a median of 21 days.

Share of postings closed within
  1. 2.2%1 day
  2. 4.5%3 days
  3. 12.8%7 days
  4. 20.6%14 days
  5. 35.6%30 days
  6. 58.4%60 days
This job: posted 32 hours ago

Hightower median: 21 days open

The posting

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).

The Role We are seeking an Onboarding Specialist to own the transition from prospect to fully onboarded and funded client, delivering a seamless and consistent experience as Hightower Signature Wealth builds out its centralized onboarding model.

You will partner closely with Business Development Officers, advisors, and internal teams to guide new clients through the onboarding process, coordinate account opening and funding activities, manage follow-up, and resolve blockers. You will serve as a primary point of contact throughout onboarding, ensuring clients understand next steps and experience a smooth transition into their ongoing relationship with Hightower Signature Wealth.

If you are client-focused, process-driven, and energized by helping clients navigate complex financial processes, this is an opportunity to help shape the onboarding experience at Hightower Signature Wealth.

What You'll Do

Own the end-to-end onboarding journey from client commitment through funded account Serve as a primary point of contact for new clients during onboarding, providing clear guidance on next steps, requirements, and timelines Partner closely with Business Development Officers and advisors to ensure a seamless transition from prospect to client Coordinate account opening, documentation, compliance requirements, asset transfers, and funding activities across clients and internal teams Proactively manage client follow-up and outstanding requirements to maintain momentum through the onboarding process Maintain accurate CRM and onboarding records, including client status, next steps, and outstanding requirements Execute standardized onboarding workflows and checklists to deliver a consistent client experience Proactively identify, escalate, and resolve blockers that delay account opening or funding Ensure a smooth handoff to the advisor and ongoing service team once onboarding is complete Track onboarding performance, including onboarding cycle time and time to funding

What You'll Bring

1-3+ years of experience in financial services, preferably in client service, operations, onboarding, or account administration Understanding of the wealth management industry and the needs of high-net-worth clients Experience supporting client onboarding, account opening, asset transfers, or related client service processes Strong organizational skills and attention to detail, with the ability to manage multiple client workflows simultaneously Clear and professional verbal and written communication skills with clients and internal teams Experience with CRM and onboarding/documentation systems; Salesforce experience preferred Strong process discipline with a focus on accuracy, responsiveness, and timely completion Accountability for onboarding performance, including onboarding cycle time and time to funding

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 In-office Monday through Friday

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Hightower's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Hightower's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Hightower's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.