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Who We Are

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up

Summary: The Senior Human Resources Manager serves as a strategic and operational HR leader within a financial services organization, supporting business leaders in driving organizational effectiveness, talent strategy, and a strong risk-aware culture. This role partners closely with senior leaders to execute people initiatives aligned with business goals while ensuring compliance with employment laws and financial services regulations. The position balances hands-on HR execution with strategic advisory responsibilities across multiple HR disciplines.

Key Responsibilities

Strategic HR Partnership

Act as a trusted advisor to senior leaders on workforce planning, organizational design, talent management, succession planning, and change management
Translate business strategy into people initiatives that support growth, performance, and regulatory expectations
Partner with executive leadership on complex employee relations, performance management, and leadership effectiveness matters

Employee Relations & Risk Management

Lead and manage employee relations matters, including investigations, performance improvement plans, disciplinary actions, and terminations, ensuring consistency and legal compliance
Ensure HR practices align with federal, state, and local employment laws, as well as financial services regulatory standards
Partner with Compliance, and Legal, teams as needed on sensitive or high-risk matters

Talent Management & Development

Oversee talent processes including performance management, leadership development, career progression, and succession planning
Support leadership capability building and coach managers on effective people management practices
Partner with Learning & Development on targeted programs for leaders and high-potential talent

Compensation, Performance & Workforce Planning

Partner with Compensation and Finance teams on job leveling, compensation planning, incentive programs, and annual merit and bonus cycles
Support workforce planning initiatives, including headcount planning, role design, and budget alignment
Provide data-driven insights to leaders using HR metrics and analytics

HR Operations & Policy Governance

Ensure consistent application of HR policies, procedures, and programs across business units and legal entities
Support integration and standardization efforts in multi-entity or growth environments (e.g., acquisitions, restructures)
Contribute to continuous improvement of HR processes, systems, and employee experience

Team Leadership & Collaboration

May lead, mentor, or provide oversight to HR team members (e.g., HR Managers, HR Business Partners, Coordinators)
Collaborate closely with Recruiting, Payroll, Benefits, IT, Compliance, and Finance to deliver seamless HR support

Qualifications

Bachelor’s degree in Human Resources, Business Administration, or related field; Master’s degree preferred
SHRM-SCP or SPHR strongly preferred
8–10+ years of progressive HR experience, including employee relations and leadership support
Prior experience in financial services, professional services, or another regulated industry strongly preferred
Demonstrated ability to operate at both strategic and tactical levels
Strong knowledge of employment law and HR best practices

What We Offer

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $115,000 –$140,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.

Wealthspire

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