M&A Business Development Analyst

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 vision of "well-th. rebalanced." Based in Chicago with advisors across the U.S., we operate as a registered investment advisor (RIA).

Our commitment to our culture is demonstrated every day through the Hightower Way. By joining Hightower, you will build a community of inclusive relationships, take proactive ownership, embrace others' perspectives, and have an uncompromising dedication to excellence.

What You'll Do

Hightower is looking for a motivated Business Development Analyst to join our fast-growing Mergers & Acquisitions (M&A) team! This dynamic role is focused on driving new inorganic growth opportunities for Hightower and its existing affiliate partners. You will include the following responsibilities:

• Serve as a Hightower brand ambassador by upholdingThe Hightower Waycultural elements - Mission, Purpose, V.A.L.U.E. Experience, Commitment and Standards, promoting excellence in the internal and external client experience during every encounter
• Improve consistency in every client and colleague encounter by embodying the core principles of our Hightower V.A.L.U.E. Experience (Validate, Actively Listen, Leverage Resources, Understand Ownership, Express Gratitude)
• Partner with cross-discipline team members to support collaboration and promote a positive client experience
• Identify and source new acquisition targets for Hightower through proactive, outbound business development and lead generation projects (cold-calling, email campaigns)
• Continually develop a pipeline of potential targets through ongoing relationship management activities with financial advisors
• Evaluate and summarize M&A prospect information discovered through marketing materials, public filings, meetings & calls, and other relevant sources
• Increase awareness of Hightower by attractively conveying its value proposition to financial advisors and practice owners
• Stay informed about industry trends and competitive landscape through ongoing review of industry publications and periodic published reports
• Support the M&A team in pipeline and acquisition efforts aligned with our broader revenue and profitability goals
• Prepare materials for use in business development meetings using PowerPoint, Excel, Word, and other presentation tools
• Assess acquisition target metrics including financial performance and operational fit

What You'll Bring

• Bachelor's degree in business, finance or other related field from an accredited college or university
• 1+ years of full-time work experience in business development, sales, transaction advisory, M&A, or relationship management capacity
• Experience with financial services space; financial services or wealth management industry experience
• General exposure to M&A through prior working experience, internships, or classroom experience
• Experience building a pipeline and closing on opportunities promptly
• Understanding in financial statement analysis and valuation modeling
• Broad knowledge and facilitation of sales cycle / process
• Experience with CRM tools (Salesforce CRM preferred)
• Strong drive, proactive mindset, and solution-oriented attitude
• Effective verbal and written communication skills with ability to adapt to different audiences

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
• Pet Insurance
• Flexible PTO Plan
• Hybrid Model Work Schedule (50% in the office)
• Flexible Benefits (FSA, Pre-tax transportation, HSA Employer Contributions)
• We commit to a transparent, people-first environment where talent is maximized through our diverse, equitable and inclusive community
• We nurture a spirit of belonging, are energized by challenges, celebrate our successes, and achieve individual and collective well-th goals

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.

• 200 W Madison St, Chicago, IL 60606, USA