Apella Wealth · 22 hours ago
Chief People Officer
West Hartford, CT
Full-time
Onsite
Director/Executive
$200K/yr - $225K/yr
15+ years expApella Wealth is an established and fast-growing wealth management firm that is expanding to new markets. They are seeking a Chief People Officer to join their leadership team, responsible for shaping HR strategy and strengthening organizational effectiveness.
AdviceFinancial ServicesWealth Management
Responsibilities
Develop and implement HR strategies aligned with Apella Wealth’s business goals and employee-owner culture
Serve as a trusted advisor to the President and leadership team on organizational design, talent strategy, and workforce planning
Drive initiatives that support growth, scalability, and operational excellence
Lead HR integration efforts for mergers and acquisitions, including due diligence, cultural alignment, and workforce transition planning
Champion Apella Wealth’s employee-owner culture, fostering collaboration, inclusion, and engagement
Lead initiatives that enhance employee experience and retention
Partner with leadership to design and refine organizational structures that promote clarity in roles, responsibilities, and reporting lines
Build and implement performance management frameworks to support employee development and engagement
Ensure compliance with federal and state employment laws and regulations
Oversee compensation, benefits, and payroll strategies to maintain competitive and equitable practices
Establish foundational HR systems and processes, including recommendations for HRIS and ATS implementation
HR vendor management and strategic alignment with Human Resource vendors
Qualification
Required
15 + years of progressive HR experience, including leadership roles in multi-site organizations
Proven experience as a CHRO, Managing Director, or senior HR executive within a growth-oriented organization
Strong background in strategic HR leadership, organizational development, and change management
Multi-state knowledge of employment laws and HR best practices, including California and New York
Experience leading end-to-end HR strategy for mergers and acquisitions
Exceptional communication, problem-solving, and interpersonal skills with a collaborative approach
Preferred
Bachelor's degree - Human Resources, Business Administration, or related field preferred
SHRM-SCP (Senior Certified Professional) is a plus
Benefits
Unlimited Paid Time Off
Medical
Dental
Life Insurance
Short- and Long-Term Disability
401k
Vision
Medical and Dependent Care Flexible Spending Accounts
Voluntary Life Insurance
Education Assistance
Company
Apella Wealth
At Apella, our focus is You.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Patrick Sweeny
Chief Executive Officer
Diana Bacon, CFP®
Senior Wealth Advisor and Partner
Recent News
2025-07-01
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