Human Resources Generalist

Position Overview

The HR Generalist serves as the onsite self-driven, HR representative for our growing wealth management firm with ~100 team members in numerous states. Currently, HR functions are outsourced to a third-party company. This role will bring the position in-house, and utilize the third-party company as an advisor as needed.

This role is central to continue shaping our culture, onboarding new employees, administering competitive benefits, and ensuring smooth day-to-day HR operations. They will serve as a trusted advisor to leadership on policy recommendations, an advocate for employees, and the driver of employee resources.

Key Responsibilities -

Benefits & Compensation Administration

• Administer employee benefits programs (health, dental, vision, retirement, wellness, etc.)
• Serve as primary liaison with benefits brokers, vendors, and insurance providers
• Manage annual benefits open enrollment and employee education

HR Operations & Administration

• Own all HR policies, procedures, and employee handbook maintenance
• Ensure compliance with federal, state, and local employment laws and regulations
• Maintain employee records, HR systems, and data integrity
• Oversee HR reporting, audits, and documentation
• Partner with leadership on workforce planning and headcount needs

Talent & Recruiting Support

• Collaborate with leadership on end-to-end recruiting for select roles, including job postings, screening, and coordination
• Support hiring managers with interview processes and offer administration
• Ensure compliance and consistency throughout hiring practices

Culture & Employee Experience

• Lead onboarding and offboarding experiences to ensure a seamless employee journey
• Support performance management processes, feedback cycles, and employee development initiatives
• Plan and execute employee communications, events, and recognition programs
• Serve as a trusted, approachable resource for employee questions and concerns
• Champion and evolve company culture, values, and engagement initiatives

Skills & Competencies

• Proficiency with HRIS platforms, benefits administration tools, and Microsoft Office.
• Strong understanding of HR best practices across the employee lifecycle.
• Possess proven track record being a hands-on executor who enjoys building and owning HR processes from the ground up.
• Exceptional interpersonal and communication skills; trusted and discreet.
• Highly organized, detail-oriented, and able to manage multiple priorities independently.
• Comfortable working autonomously and making sound judgment calls.
• Ability to balance empathy with professionalism and compliance.
• Experience supporting a professional services or financial services environment preferred.

Experience & Qualifications

• 3-5 years of progressive HR experience, ideally in a generalist or standalone HR role.
• Experience managing HR functions independently for a small to mid-sized organization.
• Hands-on experience with benefits administration and HR compliance.
• HR certification (PHR, SHRM-CP, or similar) a plus.