Job Description
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 i...
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 i...