Manager, Investment Operations

Description

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 $32 billion in assets under management as of June 30, 2026, our team collaborates across all locations to deliver The Fiduciary Standard, Elevated®—bringing 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 Investment Operations Manager to lead a team and oversee private and alternative investment operations within our RIA/wealth management environment. This role will focus on developing team members, managing individual and team performance, setting clear expectations, balancing workloads, and fostering a culture of accountability, collaboration, and continuous improvement. The Manager will also provide subject-matter expertise and operational oversight across the full alternative investment lifecycle, including subscriptions, capital calls, distributions, redemptions, transfers, custodian workflows, manager communications, and reporting. This individual will partner closely with Advisory teams, Compliance, custodians, investment platforms, and third-party investment managers to ensure workflows are executed accurately, efficiently, consistently, and with appropriate controls.

Job Responsibilities

Investment Operations

• Assign, prioritize, and review associate-level work to ensure private investment requests, documentation, capital activity, and operational support items are completed accurately and on schedule. • Establish and monitor team expectations for quality, timeliness, service, productivity, documentation, and adherence to operational controls. • Review workflow data, errors, exceptions, and recurring issues to identify root causes, training needs, capacity constraints, and opportunities for process improvement. • Own and maintain operating procedures, workflow standards, training materials, and quality-control processes for private and alternative investment operations. • Identify and lead improvements to workflows, documentation standards, controls, technology utilization, and cross-functional handoffs. • Serve as the primary escalation point for complex, high-risk, or nonstandard private and alternative investment operational matters. • Partner with the Investments team, Compliance, Advisory teams, custodians, platforms, and third-party managers to administer private investment and alternative investment workflows. • Oversee the team’s accurate and timely execution of activities across the private and alternative investment lifecycle, including subscriptions, capital calls, distributions, redemptions, transfers, custodian workflows, manager communications, and reporting. • Provide status updates, issue tracking, workflow visibility, and escalation updates to leadership as needed. • Lead special projects and initiatives as needed.