Teams at Hightower

Administer HubSpot marketing automation for advisor and corporate teams. Responsibilities include managing access and accounts, creating email templates, configuring workflows, monitoring deliverability, maintaining HubSpot and Salesforce data integrity, troubleshooting systems, producing reports, training users, onboarding advisor teams, and coordinating with HubSpot customer success.

Leads technology integration workstreams for newly acquired advisory firms, managing project plans, system migrations, application onboarding, data integration, vendors, risks, and stakeholder communications. Partners with business and technology teams on due diligence, infrastructure transitions, access provisioning, training, change management, and regulatory alignment to ensure smooth post-acquisition adoption.

Execute and monitor daily portfolio overlay workflows, including portfolio rebalancing, block order transmission, cash management, settlement tracking, account reconciliation, exception resolution, and compliance reporting. Coordinate with advisors, portfolio managers, custodians, compliance teams, and vendors to ensure accurate, timely trade execution and alignment with investment policies, risk parameters, tax strategies, and client cash requirements.