Teams at HB Wealth Management

Provides front-desk reception and administrative support at HB Wealth’s Atlanta headquarters. Responsibilities include welcoming visitors, answering calls, managing calendars and meetings, coordinating travel, preparing correspondence and presentations, processing shipments, maintaining records, arranging meeting rooms and refreshments, and handling colleague requests. The role requires strong communication, organization, attention to detail, professionalism, and full-time in-office availability.

Develops tailored, persuasive responses to RFPs, RFIs, due diligence questionnaires, consultant databases, and other OCIO business-development materials. Owns the proposal process from intake through final production, researches prospects, interviews subject-matter experts, coordinates contributors, manages deadlines, maintains content libraries, and ensures accuracy, consistency, and responsiveness. The role requires strong financial-services writing, editing, project management, and familiarity with institutional investment concepts.

Supports OCIO investment services through portfolio analysis, investment manager research, performance reporting, liquidity and compliance monitoring, client materials, data maintenance, RFP responses, and workflow improvements. The role collaborates with portfolio managers, senior advisors, operations, client service, and compliance teams while supporting investment policy statements, asset allocation, due diligence, and institutional portfolio management.