Job Type
Full-time
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 Wealth is seeking a
Senior Manager, Human Resources, to be responsible for driving the execution and continuous evolution of HB Wealth’s people strategy. This role will balance strategic leadership with detailed execution, taking a proactive approach and demonstrating accountability for delivering results. This role reports directly to the Chief People Officer and will also serve as a trusted partner to managers and firm leadership and operate with sound judgment, accountability, and a strong understanding of how the business works. The Senior HR Manager will translate firm priorities into effective people practices, help managers navigate complex employee situations, and build efficient, scalable processes that support a growing, multi-market, highly regulated RIA environment. In addition to leading core HR operations, this role will aim to improve manager capability, enhance engagement and retention efforts, and ensure our people programs reflect HB Wealth’s values and culture.
Job Responsibilities
Benefits Administration
- Oversee the administration of health, dental, vision, life, disability, retirement, and wellness programs.
- Lead open enrollment, serving as a liaison with benefit vendors.
- Manage the employee leave policies (e.g. FMLA, State Leave, STD, etc.).
- Evaluate plan effectiveness and make recommendations for enhancements or changes.
Compliance & Policy Development
- Ensure compliance with federal, state, and industry-specific employment laws and regulations.
- Maintain and update employee handbooks, HR policies, and procedures.
- Stay current on developing federal and state laws; provide guidance and recommendations on necessary changes.
- Coordinate annual HR and benefits-related audits and ensure readiness for internal and external reviews.
- Complete annual compliance reports and support internal reporting for leadership.
- Partner with finance, compliance, and legal to manage employment-related risk and maintain audit documentation.
People Development and Engagement
- Serve as a trusted resource for employees in resolving employee relations matters with discretion and professionalism.
- Provide coaching and guidance to managers on performance issues, conflict resolution, and sensitive employment situations.
- Promote a culture of transparency, accountability, and respect.
- Manage the firm’s performance management process, including goal setting, feedback cycles, and evaluations.
- Support managers in developing employee growth plans.
- Develop, implement, and lead initiatives that foster a positive, inclusive, and high-performing workplace culture.
- Conduct periodic employee engagement and satisfaction surveys; analyze feedback and present actionable insights to leadership.
- Provide guidance and support for career pathing and internal mobility.
- Develop, implement, and manage mentorship program.
- Oversight of culture committees.
- Track and report on engagement-related metrics such as retention, internal mobility, absenteeism, and exit interview trends.
People Operations Oversight
- Supervise and mentor HR Associates, delegating tasks related to onboarding, offboarding, recordkeeping, payroll processing, and reporting.
- Oversee the accuracy and timeliness of payroll, working closely with payroll vendors or platforms.
- Enhance HR processes and procedures to ensure efficient and effective HR management.
- Maintain HR systems and personnel records in compliance with legal and company standards.
Training and Development
- Lead and track completion of mandatory compliance and training across the firm.
- Develop and/or coordinate professional development programs, manager training, and learning opportunities.
- Identify skill gaps and future workforce needs.
Diversity, Equity & Inclusion (DEI)
- Champion DEI by embedding inclusive practices into hiring, training, and employee development.
- Track DEI metrics and lead firmwide education and awareness initiatives.
- Collaborate with leadership on strategies to foster an inclusive workplace culture.
Requirements
- Commitment to handle confidential information with discretion.
- Self-starter with initiative and exceptional attention to detail who can balance multiple projects and demands in a fast-paced, dynamic, and entrepreneurial environment.
- Proactively strive to make processes easier and more efficient. When challenged, demonstrate intellectual curiosity and tenacity to find a solution.
- Seek to understand the needs of our team members, provide superior services to meet those needs and to earn their trust, respect, and confidence.
- Ability to prioritize tasks and to delegate when appropriate.
- Excellent written and oral communication skills.
- Ability to successfully manage and complete administrative projects.
- Self-motivated and confident.
- Highly organized with exceptional attention to detail and excellent follow-through.
- Positive attitude and strong work ethic.
- Willingness to "pitch in" when necessary.
- Commitment to learning the wealth management industry.
- Ability to successfully pass criminal background / credit check required.
Qualifications
- Bachelor’s degree in human resources, business administration, or related field (or equivalent experience).
- HR certification required.
- 10+ years of demonstrated progressive growth in HR roles preferably in a professional services firm with 100-500 employees; RIA experience preferred.
- Proficient experience in including exposure to payroll and benefits administration; expertise in Paylocity preferred.
- Strong knowledge of federal and state labor laws, benefit regulations, and HR best practices.
- Demonstrated ability to resolve complex employee relations issues.
- High proficiency with Microsoft Office Suite, specifically Excel.
Travel Expectations
- Overnight travel to other HB locations at least 5 days per month required.
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.
