What You'll DoHightower is looking for an Associate to join our Succession Planning Team and you will be reporting to the Manager of Succession. You will be a opportunity to support our strategic plans around consolidating existing advisory practices (Internal M&A) and facilitating succession planning for affiliated advisors. You will help evaluate internal transactions, build financial models, and support advisors through transitions that ensure long-term continuity and growth.
Responsibilities- Support internal M&A and succession planning projects across Hightower's advisor community
- Develop detailed financial models to evaluate internal consolidation opportunities and succession transactions
- Analyze practice-level economics, including revenue, profitability, and valuation metrics
- Collaborate with internal stakeholders (Finance, Legal, Operations, Advisory Services) to assess feasibility and structure of internal deals
- Help develop advisor succession plans, including timelines, transition structures, and financial outcomes
- Prepare presentations and materials for internal committees and leadership teams
- Report on internal transaction pipeline and measurements
- Stay informed on industry trends related to advisor succession, practice management, and RIA consolidation
- Prepare materials for use in internal meetings, using PowerPoint, Excel, Word, and other presentation tools
What You'll Bring- Bachelor's degree in business, finance, accounting or a related field
- 2+ years of experience in corporate finance, investment banking, M&A, FP&A, accounting or a related analytical role
- Strong financial modeling and valuation skills (Excel proficiency required)
- Familiarity with wealth management or financial advisory business models preferred
- Strong drive, proactive mindset, and solution-oriented attitude
- Discretion and professionalism when handling sensitive information
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
- In-office Monday through Thursday and work from home on Fridays
- Free brand-new gym in the Chicago office
- 401k matching plan
- HSA employer contributions
- Student loan assistance
- Pet insurance
- Base salary of $85,000-$95,000 plus discretionary bonus (exact base salary amount will be dependent on experience)
