Director of Talent (Wealth Management Firm) (United States)

Lead Advisor is a wealth management consulting and search firm. This role is for our client.

Remote/Eastern Hours

$120,000- $130,000.

The Director of Talent leads the organization’s talent acquisition and workforce planning strategies, ensuring the attraction, development, and retention of top talent. The role oversees recruiting, employee engagement, succession planning, and talent management initiatives while partnering with leadership to align talent strategies with business objectives. The Director of Talent fosters a high-performance culture and drives programs that support employee growth, diversity, and organizational success.

Primary Responsibilities

· Collaborate with the firm’s leadership team to design and execute a workforce plan to achieve the five-year growth strategy.

· Own all human capital systems including hiring, onboarding, performance and feedback management, employment compliance and others.

· Own the hiring and employee onboarding process.

o Audit and modify firm selection processes

o Lead all interviewing and recruiting processes

o Partner with department heads to understand talent needs, timelines and budgets

o Partner with outside human capital resources

o Oversee employee onboarding processes including:

§ Working with PEO Vendor

§ Working with corporate office for hiring requirements, contracting and licensing processes

§ Working with state and federal agencies for licensing.

· Employee development:

o Work with firm leaders to create career pathing in each department

o Assist with building training in each department and be a liaison between corporate training programs

o Create goal setting, coaching, feedback and performance management frameworks to ensure high productivity for all employees firm wide

o Leading licensing, credentialing and other professional development for the firm

· Culture

o Ensure employees have the resources, direction and accountability to professionally grow and value working in the firm

Required Skills

• Thorough understanding of, or ability to quickly learn systems, and related protocols used in the organization.
• Excellent verbal and written communication skills.
• Professional and tactful people skills with the ability to interact with a variety of personalities.
• Strong leadership and supervisory skills.
• Excellent organizational skills and attention to detail.
• Excellent time management skills with proven ability to meet deadlines.

Qualifications

· Bachelor’s degree

· Preferred experience in wealth management

· 10 years + in human resources or people leadership functions.

· Experience leading hiring, onboarding and HR divisions