Manager of Investment Services
Job Description
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.
Your job responsibilities as a Manager of Investment Services:
Trading & Portfolio Implementation
- 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.
Investment Monitoring & Reporting
- 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.
Investment Operations & Account Oversight
- 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.
Advisor Collaboration & Client Engagement
- 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.
Qualifications:
- 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
What makes us different than all the rest?
Our Vision: To be everywhere risk exists – today and tomorrow. Helping protect what matters most.
Our Mission: To protect and support the aspirations of individuals, families and businesses. To empower our employees to learn, grow and make a difference in their communities.
Our Core Values:
- Entrepreneurship: We encourage innovation and educated risk-taking.
- Integrity: We do the right thing every time.
- Teamwork: We work together to maximize results.
- Accountability: We measure and take responsibility for outcomes.
- Service: We serve customers, communities and colleagues.
We are the perfect fit if you:
- Are seeking a progressive work environment at a rapidly growing organization
- Have an entrepreneurial spirit and are challenged by the opportunity to grow the business
- Are focused on learning and development to enhance your industry knowledge and expertise
- Are a self-starter willing to invest time and energy to learn the technical aspects of our business
- Believe in integrity and building success by developing relationships with others
Why Choose HUB?
At HUB, we believe in investing in the future of our employees and provide continuous opportunities for growth and development. Our entrepreneurial culture fosters an environment that empowers our people to make the best decisions for our customers and organization, focusing on expanding the industry knowledge of our insurance professionals to better serve our valued clients. We are committed to providing you with competitive and flexible benefits options that are rooted in your current needs yet evolves as your needs change over time. Join us in taking the first step toward creating a future that combines a diverse, challenging work environment with financial security and career satisfaction.
When you join the team at HUB International, you become part of a global insurance broker, providing a broad array of property, casualty, risk management, life and health, employee benefits, investment and wealth management products and services.
Becoming a part of HUB means that you thrive in an entrepreneurial and fast paced team environment supported by over 20,000 professionals in 600+ offices across North America, Canada and Puerto Rico.
What we offer you:
- A rewarding career helping local businesses in the community
- Rewards for top performers
- Medical/dental/vision/life insurance
- Paid Parental Leave
- Health Savings Account
- 401k matching program
- Voluntary insurance options
- Life and disability Plans
- A work/life balance because that’s important for all of us
- Opportunity to learn from the expertise of your coworkers
- Growth- HUB is growing, and so can your career
- Ability to be part of a motivated, winning team
HUB International Limited is an equal opportunity employer that does not discriminate on the basis of race/ethnicity, national origin, religion, age, color, sex, sexual orientation, gender identity, disability or veteran's status, or any other characteristic protected by local, state or federal laws, rules or regulations.
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