4 дня назад
HR Business Partner, Client & Advisor Experience
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
HR Business Partner, Client & Advisor Experience (Fintech): Supporting Client Experience and Advisor Experience teams through employee relations, manager coaching, and people strategy with an accent on training and development for entry-level employees and developing managers. Focus on building manager programs, resolving sensitive workplace issues, supporting performance management, and partnering with leadership during organizational growth.
Location: Hybrid, with in-person presence required at the Irving, Texas office
Company
is a rapidly growing registered investment advisor combining expert advisors with fintech and technology to deliver tailored wealth management services.
What you will do
- Partner with the Client Experience and Advisor Experience teams on employee relations, coaching, and conflict resolution.
- Build and own manager training and development programs for entry-level employees and developing managers.
- Provide in-person HR support to employees and managers in the Irving office.
- Partner with CX and AX leadership on people strategy, headcount planning, and organizational development.
- Support goal-setting, performance reviews, and performance improvement processes.
- Drive engagement and culture initiatives while collaborating with the broader People team.
Requirements
- 4–7 years of HR experience, including generalist or HR Business Partner experience supporting a business unit or client group.
- Strong experience handling complex and sensitive employee relations matters.
- Experience building or delivering manager training programs, particularly for first-time or developing managers.
- Strong communication skills, sound judgment, and the ability to build trust across organizational levels.
- Ability to work independently as the primary HR presence in the office and escalate issues appropriately.
Nice to have
- Experience supporting customer experience, client services, or operations teams in a high-growth environment.
- Financial services or wealth management experience.
- Experience with Rippling, Lattice, or similar HRIS and performance management platforms.
- Background in learning and development, facilitation, or instructional design.
Culture & Benefits
- Opportunity to join a fast-scaling fintech startup and help shape its wealth management platform.
- Competitive compensation package.
- Health benefits, 401(k) matching, and Roth IRA options.
- Unlimited paid time off.
- Opportunities for professional growth as the company expands.
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