Human Resources Generalist & Operations Manager

About WestPoint Financial Group

WestPoint Financial Group (WPFG) is a full-service financial services firm dedicated to bringing financial wisdom and clarity to a world overflowing with information. Our associates are vibrant, high‑energy professionals who are respected for their expertise, product knowledge, and commitment to continuous growth. Teamwork, idea sharing, and healthy competition set our firm apart within the industry.

Why Join Us

At WestPoint, our culture of genuinely caring about people is our “special sauce.” We are good people who are defined by excellence. We work together to reach the next level in everything we do. We are inclusive, welcoming, and modern—and we take pride in creating an environment where people can thrive.

We are seeking a Human Resources Generalist and Operations Manager for our firm, located in our Wauwatosa office. The ideal candidate will have experience in both human resources management and general business operations. We’re looking for someone who takes initiative, collaborates effectively, manages multiple priorities, and demonstrates exceptional attention to detail.

This is a full-time, in‑office role based in Wauwatosa, Monday through Friday, with one hybrid day per week.

What You’ll Do

Responsibilities

• Serve as the initial point of contact for employee relations matters, including coaching, discipline, performance improvement plans, and documentation
• In coordination with our HR Partner (PEO), manage all leave‑of‑absence requests (FMLA, disability, paid parental leave, etc.)
• Maintain and update the policy manual for our five‑state firm footprint
• Provide support and guidance for the firm’s performance management system
• Review and update job descriptions as needed
• Source, interview, and hire candidates for staff roles and our tiered services program
• Onboard new staff members
• Develop and maintain building evacuation plans for all 12 offices across the firm
• Provide local operations management support as needed
• Assist with special projects as assigned

Qualifications

• 3+ years of Human Resources experience
• 2+ years of Operations experience
• Proficiency in Microsoft Office Suite (Outlook, Excel, PowerPoint, Word)
• Experience with HR and time‑management systems preferred
• No immigration sponsorship is available for this role

Benefits

• Competitive salary: $75,000–$85,000 annually
• Paid holidays and PTO
• Comprehensive benefits package, including:
  • Medical, dental, and vision insurance
  • Retirement plan 
  • Life and disability insurance

Equal Employment Opportunity

WPFG is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by law.