HilltopSecurities is hiring a Performance Improvement Analyst. The Wealth Management Products and Solutions team supports financial advisors across Hilltop Securities, Momentum Independent Network, and Correspondent firms. In this role, the Performance Improvement Analyst will oversee new product launches, process enhancements, performance‑improvement initiatives and KPI Dashboard monitor. This role is critical in enabling Products and Solutions the ability to scale to help drive revenue growth and operational excellence.
Responsibilities
Process Improvement & Risk Mitigation
Identify & implement workflow inefficiencies and lead process‑improvement initiatives
Partner with leadership to streamline operations, reduce risk, and strengthen service delivery.
Document, assess, and optimize end‑to‑end advisor and product workflows.
Lead coordination and execution of new product launches and product enhancements.
Develop rollout plans, advisor training strategies, and communication materials.
Partner with internal teams to ensure launch readiness and consistent advisor experience.
Ensure integrated process flow
Manage weekly field communications, training schedules, webinars, and digital content.
Build strong relationships with advisors and assist with platform navigation and adoption.
Support technology‑driven training enhancements, including AI‑driven tools and chatbot workflows.
Maintain and enhance KPI dashboards using Power BI.
Analyze advisor performance, product utilization, and engagement trends.
Develop insights that inform business strategy and organizational priorities.
Work closely with Products & Solutions, Insurance, Operations, and other business partners.
Participate in strategic initiatives that support firm growth and advisor productivity.
Perform additional duties and strategic projects as assigned.
Qualifications
Bachelor’s degree preferred; business‑related field preferred, or equivalent work experience.
Licenses preferred: Series 7 and 63/65 or 66; or ability to obtain required licenses within 90 days of hire.
Minimum 2 years of experience within the financial Services industry.
Experience with Envestnet, Salesforce, Power BI, AI‑driven tools, and chatbots preferred.
Proficient in Microsoft Word, Outlook, and Excel.
Strong project management skills with ability to manage multiple initiatives.
Excellent communication skills.
Highly detail‑oriented and analytical.
Demonstrated ability to adapt to shifting organizational priorities.
Self‑motivated team player and strong individual contributor.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.
About Us At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
About The Team HilltopSecurities’ Wealth Management department values its relationship‑based approach to serving clients. Through its Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker‑dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation’s largest licensed broker‑dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.
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Responsibilities
Process Improvement & Risk Mitigation
Identify & implement workflow inefficiencies and lead process‑improvement initiatives
Partner with leadership to streamline operations, reduce risk, and strengthen service delivery.
Document, assess, and optimize end‑to‑end advisor and product workflows.
Lead coordination and execution of new product launches and product enhancements.
Develop rollout plans, advisor training strategies, and communication materials.
Partner with internal teams to ensure launch readiness and consistent advisor experience.
Ensure integrated process flow
Manage weekly field communications, training schedules, webinars, and digital content.
Build strong relationships with advisors and assist with platform navigation and adoption.
Support technology‑driven training enhancements, including AI‑driven tools and chatbot workflows.
Maintain and enhance KPI dashboards using Power BI.
Analyze advisor performance, product utilization, and engagement trends.
Develop insights that inform business strategy and organizational priorities.
Work closely with Products & Solutions, Insurance, Operations, and other business partners.
Participate in strategic initiatives that support firm growth and advisor productivity.
Perform additional duties and strategic projects as assigned.
Qualifications
Bachelor’s degree preferred; business‑related field preferred, or equivalent work experience.
Licenses preferred: Series 7 and 63/65 or 66; or ability to obtain required licenses within 90 days of hire.
Minimum 2 years of experience within the financial Services industry.
Experience with Envestnet, Salesforce, Power BI, AI‑driven tools, and chatbots preferred.
Proficient in Microsoft Word, Outlook, and Excel.
Strong project management skills with ability to manage multiple initiatives.
Excellent communication skills.
Highly detail‑oriented and analytical.
Demonstrated ability to adapt to shifting organizational priorities.
Self‑motivated team player and strong individual contributor.
The above statements are intended to describe the general nature and level of work being performed by individuals in, or assigned to, the above position and are not intended to be construed as an exhaustive list of all responsibilities, duties and skills required and may be changed at the discretion of the Company.
About Us At HilltopSecurities, we believe in building noble and collaborative relationships that enrich the financial future of individuals, businesses and communities. With an extensive portfolio of products, we deliver a broad range of investment banking and related financial services that help our clients achieve their definition of success. As a subsidiary of HilltopHoldings, which also encompasses PlainsCapital Bank, and PrimeLending, we have the financial strength and stability that has withstood the test of time. Our nationwide presence in 400 locations across 44 states provides our associates with extensive opportunities to grow their careers in a diverse organization that truly values relationship capital above all else.
About The Team HilltopSecurities’ Wealth Management department values its relationship‑based approach to serving clients. Through its Private Client Group, we provide highly customized sound financial planning across a range of investment objectives and products. Our Wealth Management professionals deliver a full suite of services for investors such as helping to build wealth, analyzing financial status and goals, advising on investment strategies, developing new business opportunities, and welcoming new clients. You will also be able to learn and deliver behavioral financial concepts to clients, forge relationships with community and business leaders, and learn from experienced financial professionals about how to fully support the individuals you serve. Our Clearing department supports more than 130 broker‑dealers and Registered Investment Advisors who provide institutional and financial services through industry experts. We aim to mitigate risk, realize competitive returns, and meet investing objectives. As one of the nation’s largest licensed broker‑dealer clearing firms, we are focused on building long-term client relationships based on trust and personal service. As a part of our Wealth Management team, you will also be encouraged to take advantage of our professional development opportunities. This includes FINRA series exam sponsorship, tuition reimbursement, working with a mentor, and support from employees of all levels. Wealth Management at HilltopSecurities will give you the fulfilling experience of building meaningful relationships that allow you to fully serve clients in their best interest.
#J-18808-Ljbffr