Manager of Investment Services

HUB International•Omaha, NE

About The Position

HUB Retirement & Private Wealth (RPW) is seeking a Manager of Investment Services to lead the trading, portfolio implementation, and investment operations function for our private wealth management client accounts. This role includes the day-to-day execution of trades, the implementation of model portfolios and rebalances, and the oversight of investment monitoring and reporting workflows in close partnership with the firm's advisors. This is a senior, hands-on role for an experienced investment professional who can move fluently between portfolio execution, performance reporting, and client-facing investment discussions.

Requirements

Bachelor's degree from a four-year college or university preferred
3 to 5 years of experience in trading, investment operations, or portfolio management within wealth management, an RIA, or a broker-dealer environment preferred
An equivalent combination of education and/or relevant work experience may be substituted in lieu of minimum qualifications
FINRA Series 7 and Series 65 or 66, active, required
Proficiency with custodial platforms, particularly Charles Schwab, preferred
Experience with rebalancing and portfolio management software such as iRebal or Orion preferred
Familiarity with Morningstar Workstation and eMoney preferred
CFA or CFP® designation, or meaningful progress toward one of these credentials, preferred
Prior experience in a multi-advisor private wealth practice preferred
Strong written and verbal communication skills, including comfort presenting investment concepts directly to clients
High level of attention to detail, sound judgment, and discretion in handling confidential information

Responsibilities

Lead daily trading activity across equities, ETFs, mutual funds, and fixed income on behalf of private wealth client accounts.
Implement model portfolio updates, rebalances, cash raises, and tax-aware adjustments using iRebal, Orion, or equivalent portfolio management software.
Oversee post-execution reconciliation, exception reporting, and resolution of trade errors.
Coordinate with custodians, primarily Charles Schwab, on operational and trading matters.
Own ongoing portfolio monitoring across performance, risk, style drift, and peer benchmarking.
Lead the preparation of investment monitoring reports, performance summaries, and review materials for advisor and client meetings.
Develop investment presentations for prospect meetings and new business opportunities.
Track market trends, current investment conditions, and regulatory developments relevant to the firm's investment strategy.
Oversee the administration of client investment accounts, including account setup, transfers, distributions, and ongoing maintenance.
Establish and maintain operational standards and documentation consistent with firm policy and regulatory standards.
Drive process improvements to trading and operations workflows as the practice scales.
Partner with RPW advisors throughout the sales and service cycle to deliver well-rounded investment support.
Attend client review meetings to present and discuss investment analyses at the account and macro level.
Serve as an internal subject-matter resource on portfolio construction, trading, and investment platforms.