Associate Portfolio Manager

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 $29 billion in assets under management as of October 31, 2025, 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 Wealth is seeking an Associate of Portfolio Management to work closely with Portfolio Managers, Advisory, and Investments teams to monitor client portfolio allocations, recommend suitable investment strategies, and facilitate trades using the firm’s rebalancing software. This client-facing role is focused on ensuring portfolios remain in compliance with each client’s Investment Policy Statement (IPS). As a key member of the Advisory Team, the Portfolio Manager helps implement the firm’s investment recommendations across more than $25 billion in client assets, provides investment commentary to clients, supports and monitors portfolio recommendations, and contributes to the firm’s ongoing investment research efforts. 

Job Responsibilities

• Act as a “go-to” investment resource to high-net-worth (HNW) clients.
• Collaborate with Financial Advisors to develop investment guidelines that reflect each client's risk tolerance and objectives, as outlined in the client’s Investment Policy Statement (IPS). 
• Independently oversee client portfolios, proactively recommend adjustments, and execute modifications as appropriate, with a focus on separately managed accounts and private investments.
• Champion the firm’s portfolio rebalancing software and investment guidelines.
• Gain knowledge of the Firm’s approved investment strategies, with an emphasis on private investments.
• Manage research projects and complete special assignments as directed by the Investment Committee.

Requirements

• Bachelor’s Degree from an accredited college or university (required) with a focus in Finance or Investments (preferred).
• 5 years of relevant industry experience working with HNW clients.
• CFA Charterholder.
• Demonstrated knowledge of various securities markets, including private alternatives such as private equity, private debt and real estate.
• A passion for teaching junior associates about financial markets, finance theory, economics, and current events.
• Demonstrate exceptional attention to detail, intellectual curiosity, and a proactive approach to reviewing processes for efficiency and effectiveness. 
• Thrive in a fast-paced, entrepreneurial environment by balancing multiple projects, collaborating within a team, and willingly contributing wherever needed.
• 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 20%
• Cell phone stipend
• EPP

Why HB Wealth 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 Wealth is an Equal Employment Opportunity Employer. HB Wealth 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.