Focus Partners Wealth · 2 days ago
Human Resources Business Partner
Focus Partners Wealth is a leading partnership of fiduciary wealth management and related financial services firms. They are seeking an engaging and dynamic HR Business Partner to champion HR efforts, develop and implement programs, and collaborate with leaders to achieve business priorities and foster a fulfilling workplace.
ConsultingFinancial Services
Responsibilities
Lead projects that help our team complete strategic priorities
Serve as a partner to specific departments across organizational areas
Anticipate business needs and offer solutions aligned with firm and team objectives
Provide guidance and support across Human Resources activities including acting as liaison between the Centers of Excellence and our associates
Support our merger and acquisition work to help onboard and welcome new associates
Analyze trends and metrics in partnership with the HR team
Perform other related duties as assigned
Facilitate performance management processes in collaboration with the Center of Excellence
Collaborate with departments to develop and assess effective career pathing, talent mapping, and job descriptions ensuring consistency within the business area
Work with the Learning and Development leader to identify training needs and monitor learning progress within business and help facilitate those trainings
Champion team leaders to build and maintain strong team dynamics
Communicate, implement, and ensure application of HR initiatives, services, programs, policies, and procedures striving for best practices in standardization and alignment across departments always with the business objectives in mind
Maintain knowledge of current legal requirements related to the management of associates to reduce legal risk and ensure regulatory compliance; escalating to the legal department as needed
Guide team leaders regarding performance reviews, performance improvement plans, progressive discipline, and other related employment practices
Participate in the exit process including planning and discussions, documentation, exit surveys, retirements and communication plans
Establish strategic engagement initiatives to optimize our associate experience
Ensure team leader accountability related to the creation and execution of a capacity planning structure to help proactively identify hiring needs
Assist in the development of departmental workforce plans by partnering with the recruiting team and hiring managers to provide guidance and influence key hiring decisions
Support new merger associates in your care by completing activities such as title harmonization and org chart review, FLSA review, offer process, active associate leaves or improvement plans and other various onboarding tasks as needed
Complete HR workflows and tasks through our new HRIS, Workday (Workday is being implemented now)
Qualification
Required
Bachelor's degree plus a minimum of 3+ years' relevant HR experience
Personable and visible representative of HR
Committed to maintaining strict confidentiality and adhering to high ethical standards and daily living of our organizational values
Extremely organized and detail oriented with a high degree of personal ownership
Excellent written and verbal communication skills
Demonstrated ability to apply HR knowledge to resolve business challenges especially with HR processes, policies, systems, laws, and regulations
Highly collaborative and able to work and partner with colleagues in myriad departments
Must possess strong analytical skills and sound judgment with the ability to listen, assess problems and arrive at good logical solutions that achieve an appropriate balance between sound HR practices and business needs
Effective management of people, process and projects including change management
Versatility, flexibility, and a willingness to work within constantly changing priorities with enthusiasm
Preferred
Master's degree and/or HR certifications or designations are a plus
Benefits
Annual cash bonus
Comprehensive benefits package
Company
Focus Partners Wealth
Focus Partners Wealth is an organization of wealth, asset, and business management resources that brings strength, innovation, and partnership to client relationships.
Funding
Current Stage
Late StageRecent News
Business Insider
2025-04-26
InvestmentNews
2024-04-08
2024-04-08
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