Teams at HB Wealth Management

Leads the Investment Operations team and oversees private and alternative investment workflows, including subscriptions, capital calls, distributions, transfers, custodian processes, manager communications, and reporting. Manages team performance, workload allocation, training, quality controls, procedures, escalations, and process improvements. Partners with investment, advisory, compliance, custodial, platform, and external manager teams to ensure accurate, timely, and controlled operations.

Supports investment administration for private investments by managing subscription documentation, coordinating client signatures, liaising with advisors and third-party managers, maintaining investment records, and processing transfers, redemptions, distributions, and capital calls. The role also resolves client inquiries, monitors manager communications, researches issues, improves operational processes, and completes special projects.

Executes and optimizes integrated digital marketing campaigns across SEO, paid media, email, websites, marketing automation, and emerging AI-driven search. Manages lead generation, nurturing, conversion optimization, analytics, reporting, budgets, vendors, and agency partnerships. Uses performance data to improve campaigns, website experiences, attribution, and pipeline contribution while collaborating with marketing, business development, CRM, and business intelligence teams.