HR Generalist - W2 Advisor Support jobs in United States
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Osaic · 1 day ago

HR Generalist - W2 Advisor Support

Osaic is a financial services company seeking an HR Generalist to provide day-to-day HR support to employees and managers. This role involves employee relations, coaching, onboarding new talent, and supporting mergers and acquisitions activities within the W2 advisor channel.

Business DevelopmentFinancial ServicesWealth Management
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Responsibilities

Partner with the greater HR Business Partner team in the design, development and execution of key HR strategic processes to include the performance management cycle, talent management activities, and facilitation of employee engagement planning and execution with the business leaders
Partner with the HR Business Partner team to ensure alignment, continuity of HR delivery, and consistency across all geographies
Partner with TA and HR Business partner team to align processes and procedures within the W2 Channel
Leverage internal HR partners including Talent Acquisition, Talent Development, Internal Communications, HR Systems and Analytics, and Total Rewards on various projects, looping in the appropriate partners for a given situation
Partner with Talent Acquisition and hiring managers to assist in recruiting top talent, making hiring decisions, and crafting employment offers based on market compensation data, ensuring appropriate offers are extended to selected candidates
Responsible for tactical items that may include I-9 processing, HR data review and processing, employment/personnel file management
All other duties as assigned

Qualification

HR Generalist experienceWealth management industryHR principles knowledgeMicrosoft Office proficiencyAnalytical skillsContinuous improvement mindsetInterpersonal skillsCommunication skillsProblem-solving skills

Required

Bachelor's degree in Human Resources or another related field is required
3+ years of experience in HR as a HR Generalist or similar role
Specific experience working in the wealth management industry supporting W2 advisors including W2 advisor office transition, integration, recruiting, and success
Working knowledge of HR principles and procedures as well as intermediate understanding of the laws and regulations that govern the workforce
Strong interpersonal skills and the ability to build strong and lasting relationships with the employee base and management
Proficiency in Microsoft Office (especially Excel and PowerPoint) and Microsoft Outlook
Demonstrated ability to work under pressure, on tight deadlines, and with a variety of tasks with shifting priorities
Ability to communicate to employees at all levels, in a way they will understand
Exhibit ability to exercise sound judgment and knows when to escalate
Strong analytical, decision-making, and problem-solving skills
Excellent verbal and written communication skills
Ability to cope with and lead through frequent and unexpected changes
Mindset of continuous improvement

Benefits

Health, vision, dental insurance
401k
Paid time away
Volunteer days
And much more

Company

Osaic provides the support, resources, and community designed for the future of wealth management.

Funding

Current Stage
Late Stage

Leadership Team

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Jamie Price
Chief Executive Officer
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Kristy Britt
CFO
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Company data provided by crunchbase