Centura Wealth Advisory · 4 weeks ago
Director, People & Culture
San Diego, CA
Full-time
Onsite
Senior Level, Lead/Staff
$190K/yr - $200K/yr
8+ years expCentura Wealth Advisory is an SEC Registered Investment Advisory firm based in San Diego, specializing in innovative Investment and Wealth Management services. As the Director of People & Culture, you will lead the HR strategy, ensuring alignment with business goals while fostering a high-performing and inclusive workplace through various HR functions such as benefits management, performance evaluation, and compliance oversight.
ConsultingFinancial ServicesWealth Management
Responsibilities
Lead Centura’s annual benefits renewal and open enrollment process, including timeline creation, vendor coordination, and communication planning
Evaluate current benefit plan performance annually by analyzing participation, utilization, employee feedback and cost trends
Partner with the firm’s benefits broker to review plan design options, renewals, and alternative carriers or cost-savings opportunities
Benchmark benefit offerings against industry standards to ensure competitiveness and alignment with the firm’s total rewards strategy
Recommend plan design changes to leadership based on cost, compliance, and employee needs
Oversee benefits-related compliance requirements, including ACA reporting, ERISA notices, COBRA administration, and plan document updates
Collaborate with Finance to forecast benefits costs and incorporate updates into the annual budget
Manage vendor and carrier relationships, ensuring service quality, data accuracy, and timely issue resolution
Develop and deliver employee communication materials for open enrollment (e.g., guides, FAQs, and presentations) that clearly explain benefits options and changes
Conduct post-enrollment audits to verify accuracy of enrollments, deductions, and carrier data feeds
Administer Centura’s Leave of Absence (LOA) and Reasonable Accommodation processes in compliance with federal and California laws (e.g., FMLA, CFRA, ADA)
Send required notices and documentation to employees and managers within designated timeframes
Coordinate with employees, managers, and HR leadership to ensure a smooth leave process and proper return-to-work planning
Track leave dates, extensions, and return-to-work statuses to ensure accuracy and compliance
Maintain confidential LOA and accommodation files and ensure all documentation is complete and up to date
Partner with payroll and benefits administrators to ensure accurate benefit continuation and pay during leaves
Provide guidance to employees and managers on leave and accommodation policies, escalating complex cases to HR leadership as needed
Administer Centura’s Workers’ Compensation program in compliance with state and federal regulations
Serve as the primary point of contact for employees and managers regarding workplace injuries or incidents
File claims and coordinate with the insurance carrier to ensure timely submission and follow-up
Maintain accurate and confidential records of all injury reports, claim documents, and correspondence
Monitor claim progress and communicate updates to employees, managers, and HR leadership as appropriate
Coordinate return-to-work programs, including light-duty or modified work assignments when applicable
Partner with the insurance carrier, healthcare providers, and legal representatives to ensure effective case management and resolution
Track and report workplace injury trends to identify opportunities for safety and process improvements
Review annual federal and California legislative and regulatory updates to ensure company policies remain compliant
Partner with Littler or other legal resources to update Centura’s Employee Handbook and related policy documents as needed
Maintain a master log of company policies, ensuring all versions are current, approved, and properly archived
Draft, edit, and format new or revised policies for leadership review and approval
Coordinate with leadership and department heads to communicate new or updated policies to employees
Publish and distribute updated policies to employees
Track acknowledgment of policy receipt and understanding through electronic signature or other verification methods
Provide guidance to managers and employees regarding policy interpretation and implementation
Support annual compliance audits by maintaining up-to-date policy documentation and version control
Design, implement, and continuously refine Centura’s performance management framework to ensure alignment with the firm’s mission, values, and strategic objectives
Partner with leadership to establish clear performance expectations, goal-setting processes, and feedback standards that promote accountability and growth
Lead the annual and quarterly review cycles, including timeline planning, training and communication
Coach managers on delivering constructive, values-based feedback and fostering a culture of continuous performance improvement
Analyze performance data to identify firmwide strengths, development needs, and trends that inform talent planning and training initiatives
Ensure consistency, fairness, and compliance in performance evaluation practices across all departments
Partner with Finance and leadership to connect performance outcomes with compensation and advancement decisions
Develop and maintain performance improvement and development programs that support employee success and retention
Champion a feedback-driven culture that values recognition, accountability, and professional development
Coach managers on delivering constructive, values-based feedback and addressing underperformance proactively and effectively
Partner with leadership to identify and respond to performance issues through coaching, documented feedback, and ongoing performance discussions
Oversee the development, implementation, and tracking of Performance Improvement Plans (PIPs), ensuring fairness, compliance, and consistency across departments
Collaborate with legal counsel and executive leadership on complex or escalated performance cases to mitigate risk and support sound decision-making
Provide guidance to managers on documentation standards and best practices for managing performance-related issues
Analyze performance data to identify firmwide trends, high-potential talent, and areas requiring additional support, training or intervention
Oversee all HR compliance functions to ensure alignment with federal, state, and local employment laws, including wage and hour, leave, benefits, and anti-discrimination regulations
Partner with Centura’s legal counsel and external partners (e.g., Littler) to interpret new legislation, assess business impact, and implement required policy or procedural changes
Maintain and update Centura’s Employee Handbook and HR policies to reflect current laws, regulations, and best practices
Oversee completion of all mandatory employee trainings and certifications, including compliance, anti-harassment, and cybersecurity requirements
Ensure accurate and timely completion of required reporting and filings (e.g., ACA, EEO-1, OSHA, COBRA, ERISA)
Monitor HR systems and data management processes to ensure confidentiality, security, and compliance with data privacy laws
Conduct regular internal audits of HR practices, personnel files, and system data to maintain compliance and readiness for external audits
Partner with leadership to manage compliance-related investigations, employee relations issues, and disciplinary actions as needed
Educate managers and employees on compliance expectations, providing guidance and resources to promote ethical conduct and risk awareness
Stay informed of changes in employment law and proactively recommend updates to policies and processes to mitigate organizational risk
Approve and sign offer letters
Communicate employee terminations to staff
Lead planning and execution of firm-wide events, including logistics, communication, and post-event insights
Perform other duties as assigned, contributing to a collaborative and high-performing team environment
Qualification
Required
Bachelor's degree in Human Resources, Psychology, Business Administration, Organizational Leadership, or a related field
8+ years of progressive HR experience, including at least 3 years in a leadership or strategic HR management role
Demonstrated experience overseeing multiple HR functions such as recruiting, performance management, benefits, compliance, and employee engagement
Proven track record in developing and implementing HR strategies that align with organizational goals and improve business performance
Experience in California employment law compliance and employee relations
Strong knowledge of HR systems and technology platforms (e.g., HRIS, ATS, performance and engagement tools)
Excellent interpersonal, communication, and leadership skills
Ability to build and lead high-performing teams and foster an inclusive, collaborative work environment
Preferred
SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred
Experience in financial services or RIA environments strongly preferred
Company
Centura Wealth Advisory
Centura Wealth Advisory is a wealth management firm serving individuals, families and institutions seeking a planned & precise.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Jonathan Freeman
Chief Operating Officer
Recent News
PR Newswire
2022-01-24
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