The Client Service Associate position is based in St. Louis. Your primary role is to provide remarkable service in the setup, maintenance, and billing for client accounts. You will be the in-house expert in onboarding, preparing paperwork, preparing for client meetings, trading, and working with providers.

POSITION SUMMARY

• Reports to: John Reagan
• Benefits: Details Below
• Status: Full-Time

DUTIES AND RESPONSIBILITIES

• Support Hillfolio, Hill Investment Group, and Hilltop clients
• Deliver superior client service—troubleshoot problems
• Liaison between Advisor and client as needed: fast, friendly, take responsibility
• Prepare client paperwork and documentation for client meetings
• Manage client cash, prepare trades for rebalancing, money movements, etc.
• Prepare quarterly reports with client service team

QUALIFICATIONS

• Bachelor’s degree
• Series 65 required within 3 months of start – HIG covers cost of prep materials
• CFP designation expected within 3 years of start date – HIG will support your learning through conferences and other opportunities
• Strong understanding of evidence-based investment approach

COMPENSATION

• Competitive base salary, generous benefits
• Annual bonus potential based on performance

BENEFITS

• Paid continuing education and industry membership affiliations
• 15 free days to start, 11 holidays
• Daily team lunch
• Daily parking
• $100/month cell phone reimbursement
• 4% of salary 401k match

The marketing associate’s primary role is to help build a more substantial presence for HIG, leading to increased awareness of the firm with ideal prospects, additional influence for Matt Hall (leader and spokesperson), and ultimately generating new leads. We seek a candidate with marketing, branding, social media, and public relations experience.

POSITION SUMMARY

Reports to: President
Benefits: Details Below
Status: Full Time

DUTIES AND RESPONSIBILITIES

• Develop and implement an annual marketing calendar with content and event ideas that include social media, blog, newsletter, potential PR opportunities, client events, sales events, community events, sponsorships, ads, podcasts, etc.
• Develop and update metrics report (Google analytics metrics, Newsletter drip metrics, Leads associated with a campaign, lead tracking, and conversion)
• Maintain social media accounts including creating posts, content, comments
• Coordinate and manage monthly newsletter copy, design, setup, and publication
• Manage outsourced services including website update, graphic design, SEO strategy etc.
• Research and collect data on ideal client profile
• Plan, prepare, and run weekly internal marketing meeting
• Create and update the marketing/sales costs vs. revenue growth ratio
• Develop local and national press opportunities
• Contribute creative ideas for new content opportunities
• Optimize content according to SEO strategy
• In-person and virtual event planning, coordination, and execution

COMPENSATION

• Salary TBD based on experience and expertise
• Annual raise 3-15% and based on skill development and mastery
• Discretionary bonus based on outsized contributions

BENEFITS

• Paid continuing education and industry membership affiliations
• 15 free days to start, 11 holidays
• Location flexibility
• Daily team lunch
• Daily parking
• $100/month cell phone reimbursement
• 4% of salary 401k match

The Director leads Hill Investment Group’s Institutional offering. This involves building and managing relationships, resources, and extending the reach of the Hill Investment Group mission.

POSITION SUMMARY

• Reports to: President
• Benefits: Details Below
• Status: Full Time

DUTIES AND RESPONSIBILITIES

• Develop and maintain high-quality relationships with existing institutional, 401k clients
• Develop relationships in the community
• Shepherd new clients through the onboarding process
• Develop associated institutional-specific materials, and ongoing communication strategy
• Maintain high-quality service with cost-effective management of resources

QUALIFICATIONS

• 10-15 years of experience working in the retirement plan business
• Well-developed presentation, sales, and networking skills
• Self-motivated, ability to work independently
• Ability to handle multiple projects and priorities simultaneously
• A team player with strong coaching and leadership skills

COMPENSATION

• Salary TBD based on experience and expertise
• Annual raise 3-10% and based on skill development and mastery
• Discretionary bonus based on outsized contributions

BENEFITS

• Paid continuing education and industry membership affiliations
• 20 free days to start, 11 holidays
• Location flexibility
• Daily team lunch
• Daily parking
• $100/month cell phone reimbursement
• 4% of salary 401k match

As an intern at Hill Investment Group, you’ll learn what it means to be a practitioner of evidence-based investing. Our hope is that you will leave your internship with a strong sense of HIG’s mission and values and be inspired to engage in meaningful work after graduation.

POSITION SUMMARY

• Reports to: COO
• Full-Time or Half-Time

DUTIES AND RESPONSIBILITIES

Spending time in each functional area including:

• Client service: Investment management and financial planning strategies, support the team in delivering proactive client service
• Operations: Organizing and executing greater automation of the client experience, firm policy, compliance, IT, HR, finance
• Marketing: getting people interested in who we are and what we do
• Business Development: guide prospects from interested to taking the long view

QUALIFICATIONS

• Heart for service, hospitality
• Dedication to embracing an evidence-based investment approach
• High attention to detail
• Solid strategic thinking, problem-solving, and decision making
• Curiosity, growth mindset
• Positive attitude, solution focus, lifetime learner
• Proficiency in Word, PowerPoint, Excel, Outlook, self-starter with new software

COMPENSATION

• Start at $15/hour with bonus/raise potential
• Lunch will be covered by HIG for daily team lunches or lunch-and-learns
• Daily parking
• Participation in team activities and additional benefits while in the office