Associate, Automation and Digital Transformation
HB Wealth, Atlanta, GA, United States
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.
Job Type Full-time
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.
Hybrid schedule: 60% in‑office / 40% remote.
Successful completion of a criminal background and credit check is 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; medical, dental, vision, telemed, disability, +
Paid Maternity/Paternity leave
Fun and welcoming office environment with monthly and quarterly events
Ability to work remotely 40%
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.
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Job Type Full-time
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.
Hybrid schedule: 60% in‑office / 40% remote.
Successful completion of a criminal background and credit check is 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; medical, dental, vision, telemed, disability, +
Paid Maternity/Paternity leave
Fun and welcoming office environment with monthly and quarterly events
Ability to work remotely 40%
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.
#J-18808-Ljbffr