Associate Director, Public Manager Selection

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.

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

The Associate Director, Public Manager Selection will support senior investment professionals in the research, due diligence, monitoring, and analysis of public market investments and investment managers, including domestic equities, international equities, and fixed income strategies. This role will use research and data analytics to evaluate existing and prospective managers and strategies, generate actionable investment ideas, and support portfolio analysis across public markets. 

Job Responsibilities 

• Support senior investment professionals in research and due diligence of public equity and fixed income investments and managers
• Conduct research and use data analytics within domestic equities, international equities, and fixed income funds
• Support senior investment professionals with monitoring existing managers and strategies for domestic equities, international equities and fixed income
• Work collaboratively with HB’s research and market strategy team in building and maintaining HB’s public models
• Work with investments team members to generate actionable investment ideas within public markets
• Conduct portfolio analysis and prepare investment related materials for prospect and client meetings
• Research and prepare responses to inbound investments related questions from clients and advisory team members
• Develop, update, and maintain investments collateral used in investments committee meetings and for presentations to clients
• Takes ownership of investment decisions and related performance outcomes within the scope of the role 
• Coordinate with investment operations team on management of HB internal model portfolios

• Strong intellectual curiosity and demonstrated interest in investing, equity markets, capital markets, and in-depth investment research 
• Eagerness to learn new ideas/concepts, intellectually curious, and ability to contribute to a broader team
• Strong analytical skills and ability to multi-task across various projects
• Self-starter with the willingness to look for and offer up solutions to problems
• Advanced Microsoft Excel skills and experience with other Microsoft office products
• Knowledge of investment management and research tools, such as Factset, Black Diamond, and Bloomberg a plus
• Ability to convey complex investment information in a clear, concise, and useful way
• Willingness to adapt to changing priorities as the organization grows
• Ability to successfully pass criminal background / credit check required

Qualifications

• Bachelor’s degree in finance or business-related field preferred; has or is currently pursuing CFA designation required 
• 5-7 years’ experience or related experience 

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
• Equity Participation Plan

Why HB is a great place to work

Employees enjoy the collaborative, inclusive, team environment where they feel challenged and supported. The community involvement and philanthropy opportunities contribute to the culture of our company. The continuous learning opportunities, our client base, and the comprehensive benefit package round out the competitive compensation.

HB is an Equal Employment Opportunity Employer. HB only invites professionals to join us who share our values of hard work, meritocracy, respect for others, diversity, and commitment to our communities. Key to our culture is our commitment to creating a diverse workplace and fostering an inclusive environment in which people can be free to be their authentic selves. We insist on equality. It is expected, it is empowering, it is unwavering. We celebrate one another for the unique gifts that you alone can bring. We value difference, creativity, and spirit. It is in our DNA, and we like it that way.