What are the responsibilities and job description for the Director, Human Resources Business Partner (Santa Clara, CA or Remote, Nationwide) position at Edelman Financial Engines?
Director, HR Business Partner (Santa Clara, CA or Remote - Nationwide)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As a Director, HR Business Partner, you’ll play the pivotal role of strategic consultant, supporting our Investment Management (IM), Product & Technology (P&T) businesses. This business includes teams responsible for developing our product offerings, advancing our internal and client-facing technology suites and delivering differentiated investment methodology. This role will support employees in our U.S. and India-based offices.
We’re not just looking for someone who’s passionate about helping people, the ideal candidate will bring experience in supporting a transformative approach to global workforce planning. If you’re great at building trust, enjoy working closely with leaders, and enjoy creating people-focused solutions, this could be a great fit!
Responsibilities:
- Support IM and P&T leadership on organizational/functional design and global workforce planning to position the organization for scalable and successful growth
- Diagnose and analyze business, talent and culture trends, identify challenges and opportunities; Design and deliver targeted solutions at the business unit level
- Advise leaders on key HR areas including performance management, compensation strategies, talent development and change initiatives
- Support the execution of HR programs and cyclical activities with a focus on employee experience, operational efficiency, and scalability
- Address employee relations matters with professionalism and care, partnering with employees, managers, and leaders to ensure timely and effective resolution.
- Collaborate across the HRBP and Centers of Excellence teams to support shared initiatives and recommend process improvements
Requirements:
- 10 years of relevant HR experience required
- 5 years of experience supporting and implementing global workforce development (India preferred)
- Bachelor’s degree or equivalent experience in Human Resources Management or related business field ideal
- Proven experience in Strategic HR, Workforce Planning, Compensation and Incentive plans, Talent and Organization development and Organizational change
- Demonstratable track record of influencing across all levels of leaders in a remote environment
- Excellent interpersonal and communication skills; ability to thrive in a fast-paced, evolving setting
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $126,000 - $168,000. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143 offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819
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Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or HRQ@EdelmanFinancialEngines.com.
1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.
2 Edelman Financial Engines data, as of September 30, 2024.
Salary : $126,000 - $168,000
