Manager of Investment Services

## Manager of Investment Services Solicitarremote type:
Hybrid Working locations:
Omaha, NEtime type:
Full time posted on:
Publicado hoyjob requisition :
R0036482

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…