Human Resources Generalist

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first-our clients, our colleagues, and our communities.

For more information, visit Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Evergreen Opportunity:

Summary:

Wealthspire is seeking a dedicated and collaborative Human Resources Generalist to be a key resource for employees and managers across many HR functions. This role involves employee support, performance management, project management, and HR operations. The focus is on providing a positive employee experience, ensuring adherence to policies, and improving processes. The ideal candidate is proactive, well-organized, and able to manage multiple priorities while working closely with leaders and various teams in a fast-paced, expanding setting.

This role provides an outstanding chance to support workforce initiatives, improve HR programs and processes, and help drive organizational growth and employee engagement. Be part of a team that delivers flawless HR strategies and world-class employee experiences!

Key Responsibilities

Employee and Manager Assistance

• Act as the main contact for employee and manager HR questions.
• Provide mentorship on company policies, procedures, benefits, and HR programs.
• Support managers with performance-related documentation and corrective action processes.
• Advance complex employee relations matters and investigations to HR leadership.
• Coordinate onboarding, orientation, and offboarding activities.
• Process employee status changes, organizational updates, and HR transactions.
• Maintain employee records and ensure data accuracy in HR systems.
• Partner with Payroll, Benefits, IT, and other departments to support employee needs.
• Assist with audits and compliance-related activities.

Performance Management & Compensation Support

• Support annual performance review and goal-setting processes.
• Coordinate employee recognition and engagement initiatives.

Project Management & Process Improvement

• Complete HR projects from planning through completion.
• Support organizational initiatives, system implementations, and policy rollouts.
• Assist with acquisition integration activities and employee transitions.
• Find opportunities to improve processes, documentation, and employee experience.
• Maintain project trackers and ensure deliverables are completed on schedule.

Reporting & Analytics

• Generate and analyze HR metrics and reports.
• Monitor trends related to turnover, hiring, onboarding, employee engagement, and other HR activities.
• Maintain HR dashboards and reporting tools.

Qualifications

Required

• Bachelor's degree in Human Resources, Business Administration, or related field, or equivalent experience.
• 2-3 years of progressive HR experience.
• Experience assisting various HR functions, including onboarding, employee relations support, performance management, and HR operations.
• Demonstrated ability to successfully manage a high-volume workload, balance competing priorities, and meet deadlines in a fast-paced environment.
• Strong project coordination and organizational skills.
• Ability to prioritize various tasks and follow projects through to completion.
• Working knowledge of employment laws and HR guidelines.
• Strong interpersonal, communication, and problem-solving skills.
• Proficiency with HRIS systems and Microsoft Office applications.

Preferred

• SHRM-CP or PHR certification.
• Experience supporting a multi-state workforce.
• Experience in financial services, professional services, or a fast-growing organization.
• Experience with Workday or similar HRIS platforms.

What We Offer:

Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.