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Manager of Investment Services @ HUB International

Omaha, Nebraska, USOnsiteFull-time
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About this role

Join our team as a Manager of Investment Services and lead trading, portfolio implementation, and investment operations for private wealth clients. Drive process improvements, oversee client accounts, and collaborate with advisors to deliver exceptional investment support. Grow your career in a dynamic, client-focused environment with opportunities for professional development.. Category: Business Operations

Skills

portfolio managementtrading executioninvestment monitoringportfolio implementationcash managementrebalancingregulatory complianceclient account managementcharles schwabirebalorionperformance reportingrisk analysisstakeholder managementattention to detail

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