Associate, Investment Operations

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 an Investment Operations Associate to assist the Operations Team in the investment administration process for clients. This role will execute documentation related to new and existing private investments coordinate client signatures and work with fund managers to facilitate client transactions.

Job Responsibilities

• Work with advisors clients and the Operations Team to administer the subscription process for all private investments.
• Assist with clients requests and inquiries regarding private investments.
• Liaise between client advisors and 3rd party managers to resolve matters regarding private investments.
• Monitor communication from 3rd party managers and ensure information is circulated across the firm as needed.
• Maintain documentation for ongoing private investments including W-9s Partnership Amendments and Quarterly Reports.
• Help resolve client issues through independent research and collaboration with the underlying investment manager or other private investment team members.
• Understand private investment transactions such as transfers redemptions distributions and capital calls and work with internal stakeholders as well as investment managers to ensure these transactions are processed accurately and on time.
• Identify processes and systems needing improvement and work with internal stakeholders to facilitate improvements.
• Complete special projects and other duties as assigned.

• Bachelors Degree from an accredited college or university.
• 3 to 5 years of relevant industry experience.
• Proficiency with Microsoft Office Suite including but not limited to Word and Excel as well as Adobe Acrobat.
• Excellent oral and written communication skills.
• Client first attitude professional demeanor personal integrity and an understanding of fiduciary responsibility.
• Highly organized with exceptional attention to detail and excellent follow-through.
• Self-starter with high initiative and comfort managing processes in an entrepreneurial fast-paced environment.
• Positive attitude and strong work ethic.
• Strong interpersonal skills with the ability to partner effectively in a team and build trust and confidence of colleagues.
• Ability to work effectively within a team environment and a willingness to pitch in when necessary.
• Strong analytical and problem-solving skills.
• Ability to successfully pass criminal background / credit check required.

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.