Associate, Automation and Digital Transformation

HB Wealth • Atlanta, GA

9h • Hybrid

About The Position

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 is seeking a detail-oriented and motivated individual to join our team as Associate, Automation and Digital Transformation. In this role, you will take ownership of existing Microsoft Power Platform solutions—including PowerApps, PowerAutomate flows, and Dynamics CRM configurations—and 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.

Requirements

• Bachelor’s 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.

Nice To Haves

• 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.

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.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Number of Employees: 1-10 employees