Portfolio Manager

HB Wealth • Atlanta, GA

4h • 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 Portfolio Manager. In this role, you will work closely with fellow Portfolio Managers, Advisors, and the Investments team to ensure client portfolios are aligned with each client’s Investment Policy Statement and long-term goals.
This is a client-facing position, with a focus on portfolio oversight, investment recommendations, and trade execution using our rebalancing software.

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 and FO 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.
• Self-starter with exceptional attention to detail who can balance multiple projects and demands. in a fast-paced, dynamic, and entrepreneurial environment.
• Ability to work in a team-oriented, collaborative environment and a willingness to pitch in where needed.
• Proactively strive to review processes for efficiency and effectiveness.
• When challenged, demonstrate intellectual curiosity and tenacity to find a solution.
• Ability to successfully pass criminal background / credit check required.

Nice To Haves

• Familiarity with individual bond structures, especially in investment grade corporate and municipal markets, is a plus.

Responsibilities

• Act as a “go-to” investment resource to high-net-worth (HNW) and family office (FO) clients.
• Meet with Financial Advisors to review and manage client portfolios towards investment guidelines as outlined in the client’s Investment Policy Statement.
• Independently monitor, suggest and implement changes to client portfolios.
• Generate investment guidelines specific to client risk tolerances and goals.
• Champion the firm’s portfolio rebalancing software and investment guidelines.
• Utilize research software to screen for new investment ideas and maintain due diligence on existing holdings.
• Develop expertise in Investment Grade Municipal and Corporate Bond markets.
• In conjunction with the Director of Fixed Income, construct, monitor, and report on individual bond portfolios.
• Manage research projects assigned by the Investment Committee.
• Complete special projects as needed.

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: Mid Level