Manager, Investment Operations

HB Wealth•Atlanta, GA

4d•Hybrid

About The Position

HB Wealth is seeking an Investment Operations Manager to lead a team and oversee private and alternative investment operations in an RIA and wealth management environment. The role includes developing team members, managing individual and team performance, setting expectations, balancing workloads, and fostering accountability, collaboration, and continuous improvement. The Manager provides subject-matter expertise and operational oversight across the alternative investment lifecycle, including subscriptions, capital calls, distributions, redemptions, transfers, custodian workflows, manager communications, and reporting. The role partners with Advisory teams, Compliance, custodians, investment platforms, and third-party investment managers to ensure accurate, efficient, consistent workflows with appropriate controls. HB Wealth is a national, independent, fee-only wealth management firm headquartered in Atlanta, Georgia, with additional offices in Florida, Georgia, Maryland, North Carolina, South Carolina, and Tennessee. Founded in 1989, the firm provides wealth advisory, investment management, and family office services primarily to high-net-worth individuals, families, and institutions. HB reported more than $32 billion in assets under management as of June 30, 2026. The firm describes its workplace as collaborative and inclusive, and emphasizes learning, growth, and meaningful client impact.

Requirements

Demonstrated knowledge of private and alternative investment operations, including subscriptions, capital calls, distributions, redemptions, transfers, investor documentation, custodian workflows, investment platforms, manager communications, and reporting.
Proficiency with Microsoft Office Suite, including Word and Excel, and Adobe Acrobat.
Excellent oral and written communication skills.
Client-first attitude, professional demeanor, personal integrity, and understanding of fiduciary responsibility.
Strong organization, 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 and ability to partner effectively on a team and build trust and confidence among colleagues.
Ability to work effectively in a team environment and willingness to pitch in when necessary.
Strong analytical and problem-solving skills.
Demonstrated ability to lead and develop employees, delegate effectively, provide constructive feedback, assess performance objectively, and hold team members accountable for quality, timeliness, service, and adherence to procedures and controls.
Ability to pass a criminal background and credit check.
Bachelor’s degree from an accredited college or university, or equivalent relevant experience.
Five to seven years of relevant experience in an RIA, wealth management, family office, investment operations, private investments, alternative investments, or related financial services environment.
At least two years of direct people-management experience, including coaching, workload delegation, performance feedback, employee development, and formal performance evaluations.

Responsibilities

Assign, prioritize, and review associate-level work to ensure private investment requests, documentation, capital activity, and operational support are completed accurately and on schedule.
Set 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 process-improvement opportunities.
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 matters.
Partner with the Investments team, Compliance, Advisory teams, custodians, platforms, and third-party managers to administer investment workflows.
Oversee accurate and timely execution across the private and alternative investment lifecycle, including subscriptions, capital calls, distributions, redemptions, transfers, custodian workflows, manager communications, and reporting.
Provide leadership with status updates, issue tracking, workflow visibility, and escalation updates as needed.
Lead special projects and initiatives as needed.
Lead, coach, and develop Investment Operations team members, setting individual and team expectations aligned with departmental and firm priorities.
Conduct regular one-on-one meetings and provide timely, specific, constructive feedback.
Set performance goals and development plans and evaluate progress during the performance cycle.
Identify skill gaps and implement training, cross-training, and development plans.
Address performance concerns promptly and consistently, document expectations, and partner with Human Resources when appropriate.
Recognize strong performance and create opportunities for team members to expand their knowledge, responsibilities, and professional capabilities.
Monitor team capacity and workload, rebalancing assignments and resources as priorities and transaction volumes change.
Promote accountability, collaboration, inclusion, knowledge sharing, and adherence to procedures and controls.
Support succession planning and help build bench strength within Investment Operations.
Recruit, interview, select, and onboard new team members as needed.

Benefits

Competitive PTO and holiday policy
401(k) match
Benefits eligibility beginning on the first day, including medical, dental, vision, telemedicine, and disability coverage
Paid maternity and paternity leave
Fun and welcoming office environment with monthly and quarterly events
Ability to work remotely 20%
Cell phone stipend
Equity Participation Plan
Collaborative and inclusive team environment
Community involvement and philanthropy opportunities
Continuous learning opportunities
Comprehensive benefit package