Associate, Automation and Digital Transformation
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Job Location:
Atlanta, GA - USA
Monthly Salary:
Not Disclosed
Posted on:
20 hours ago
Vacancies:
1 Vacancy
Job Summary
HB Wealth (HB) is a national independent fee-only wealth management firm headquartered in Atlanta GA with additional offices in Palm Beach Gardens and Tampa FL; Alpharetta Augusta and Sandy Springs GA; Towson and Columbia MD; Charlotte NC; Columbia and Greenville SC; and Nashville TN.
Founded in 1989 HB provides wealth advisory services investment management and family office services to primarily high-net-worth individuals families and institutions. With over $29 billion in assets under management as of October 31 2025 our team collaborates across all locations to deliver The Fiduciary Standard Elevatedbringing unwavering financial peace of mind to the clients we are privileged to serve.
At HB Wealth we foster a healthy collaborative work environment where every team member is respected and valued. We look for talented individuals who are passionate about learning growing sharing ideas and making a meaningful impact for our clients.
Position Summary
HB is seeking a detail-oriented and motivated individual to join our team as Associate Automation and Digital this role you will take ownership of existing Microsoft Power Platform solutionsincluding PowerApps PowerAutomate flows and Dynamics CRM configurationsand ensure they continue to meet business needs. You will also help design and build new applications and automations that improve processes and support our digital transformation initiatives.
Job Responsibilities:
- Maintain and enhance existing PowerApps PowerAutomate flows and CRM configurations.
- Build new apps and workflows to support evolving business processes.
- Build custom connections to 3rd party APIs.
- Work with business teams to understand requirements and translate them into practical solutions.
- Troubleshoot and resolve issues related to Power Platform tools.
- Document processes and provide user support and training.
- Follow best practices for Power Platform governance and security.
- Bachelors Degree from an accredited college or university (required).
- At least 1 year of experience with PowerApps and PowerAutomate.
- Basic understanding of data sources like SharePoint Dataverse and Excel.
- Strong problem-solving skills and attention to detail.
- Good communication skills and ability to work collaboratively.
- Intellectual curiosity and perseverance when faced with challenges.
- Successful completion of a criminal background and credit check is required.
- Hybrid schedule: 60% in-office / 40% remote.
- Ability to successfully pass criminal background / credit check required.
Preferred Skills:
- Familiarity with Dynamics CRM (preferred).
- Exposure to Power BI or other Microsoft 365 tools.
- Experience in financial services or wealth management.
- Interest in automation and digital transformation.
- Copilot Studio experience is a plus.
Benefits
- Competitive PTO/Holiday policy
- 401k match
- 1st day eligible benefits offering; medical dental vision telemed disability
- Paid Maternity/Paternity leave
- Fun and welcoming office environment with monthly and quarterly events
- Ability to work remotely 40%
- Cell phone stipend
- EPP
Why HB is a great place to work
Employees enjoy the collaborative inclusive team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities our client base and the comprehensive benefit package round out the competitive compensation.
HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work meritocracy respect for others diversity and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected it is empowering it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference creativity and spirit. It is in our DNA and we like it that way.
Required Experience:
IC
Key Skills
About Company
Homrich Berg is a personal wealth management firm based in Atlanta, GA helping families protect, grow, and manage their wealth since 1989.
