Associate, Automation and Digital Transformation at HB Wealth

Atlanta, Georgia, United States -

Full Time

Start Date

Immediate

Expiry Date

25 Jun, 26

Salary

0.0

Posted On

27 Mar, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

PowerApps, PowerAutomate, Dynamics CRM, API Development, Troubleshooting, Process Documentation, User Support, Governance, Security, SharePoint, Dataverse, Excel, Problem-Solving, Communication, Collaboration, Copilot Studio

Industry

Financial Services

Description

Description 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; and Nashville, TN. 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 HB is seeking a detail-oriented and motivated individual to join our team as Associate, Automation and Digital Transformation. In this role, you will take ownership of existing Microsoft Power Platform solutions—including PowerApps, PowerAutomate flows, and Dynamics CRM configurations—and ensure they continue to meet business needs. You will also help design and build new applications and automations that improve processes and support our digital transformation initiatives. Job Responsibilities: Maintain and enhance existing PowerApps, PowerAutomate flows, and CRM configurations. Build new apps and workflows to support evolving business processes. Build custom connections to 3rd party APIs. Work with business teams to understand requirements and translate them into practical solutions. Troubleshoot and resolve issues related to Power Platform tools. Document processes and provide user support and training. Follow best practices for Power Platform governance and security. Requirements Bachelor’s Degree from an accredited college or university (required). At least 1 year of experience with PowerApps and PowerAutomate. Basic understanding of data sources like SharePoint, Dataverse, and Excel. Strong problem-solving skills and attention to detail. Good communication skills and ability to work collaboratively. Intellectual curiosity and perseverance when faced with challenges. Successful completion of a criminal background and credit check is required. Hybrid schedule: 60% in-office / 40% remote. Ability to successfully pass criminal background / credit check required. Preferred Skills: Familiarity with Dynamics CRM (preferred). Exposure to Power BI or other Microsoft 365 tools. Experience in financial services or wealth management. Interest in automation and digital transformation. Copilot Studio experience is a plus. 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 EPP 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.

Responsibilities

The associate will maintain and enhance existing Microsoft Power Platform solutions, including PowerApps, PowerAutomate flows, and Dynamics CRM configurations, ensuring they meet current business needs. They will also be responsible for designing and building new applications and automations to support digital transformation initiatives.