Manager of Investment Services

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.

• 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.

• 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.

• Medical/dental/vision/life insurance
• Paid Parental Leave
• Health Savings Account
• 401(k) matching program
• Voluntary insurance options
• Life and disability plans
• Work/life balance initiatives
• Opportunity to learn from the expertise of coworkers
• Career growth opportunities with a growing company

E-Verify Program

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.

Contact the recruiting team: HUBRe This contact information is for accommodation requests only; do not use this contact information to inquire about the status of applications.