Offer summary

Qualifications:

10+ years of relevant HR experience, with 5+ years in the RIA space., Experience supporting financial planners/advisors is strongly preferred., Proven experience in Strategic HR, Workforce Planning, and Organizational change., Excellent interpersonal and communication skills, with a track record of influencing leaders in a remote environment..

Key responsabilities:

Support leadership on organizational design and workforce planning for scalable growth.

Analyze business and culture trends to develop innovative solutions.

Collaborate with leadership to influence and implement incentive-based compensation plans.

Manage employee relations and drive adoption of HR programs with clients.

Job description

Description

At Edelman Financial Engines (EFE), we believe everyone deserves to move their financial life forward!

We know that assets have the power to fund goals. Those numbers represent individual lifetimes filled with hard work and dreams for our clients and generations to follow. Our clients trust us to guide them forward with empathy, integrity, and invention. We uphold that same standard of respect and commitment for clients and colleagues alike.

Founded on the idea that financial education is a fundamental right for everyone, Edelman Financial Engines continues to grow and challenge the status quo. We’re moving forward, together. If our purpose-driven commitment inspires you, we invite you to consider joining our team.

As a Director, HR Business Partner, you’ll play the pivotal role of strategic consultant, supporting our Traditional Wealth Planning business. This business includes Planners responsible for bringing new clients to EFE and delivering the ongoing service and support needed to foster long-term client relationships. Additionally, this business includes critical support teams including estate and tax planning, learning & development, and practice management.

In addition to an earnest desire to help people, we are looking for the ideal candidate to complement the team’s existing talents. We are seeking a candidate with proven experience in a fast-paced environment with experience supporting revenue-generating clients. If you are a highly motivated, solution-focused HR professional that has a desire to support transformational change, this may be an opportunity for you!

Responsibilities:

Support Traditional Wealth Planning leadership on organizational and functional design, and workforce and talent planning, positioning the organization for scalable and successful growth
Diagnose and analyze business, talent and culture trends, helping to develop innovative solutions at the business unit and enterprise level
Consult on forward-thinking strategies to support organic and inorganic growth in Wealth Planning, and supporting tax, estate planning, insurance planning teams[VP1]
Closely collaborate with Traditional Wealth leadership and Compensation partners to influence design, and support implementation, of incentive-based compensation plans
Maintain an effective level of business literacy about the company’s strategy, mid-to-long range objectives, financial position, culture, and industry competition
Provide coaching and feedback to leadership to optimize performance and address development needs
Manage employee relations, including investigation and reporting as needed, following up with employees, managers and leaders as appropriate
Drive adoption of HR programs and lead cyclical activities with your clients

Requirements:

10+ years of relevant HR experience, with 5+ years in the RIA space
Experience supporting financial planners/advisors strongly preferred
Understanding of revenue generating business units’ unique needs and opportunities, including incentive- based compensation
Proven experience in Strategic HR, Workforce Planning, Compensation and Incentive plans, Talent and Organization development and Organizational change
Demonstratable track record of influencing across all levels of leaders in a remote environment
Excellent interpersonal and communication skills; ability to work in a fast-paced, evolving environment

Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $126,00-$167,950. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions.

Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.

Your recruiter can share more about the specific benefits eligible for this role during the hiring process.

About Edelman Financial Engines

Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Today, we are America’s top independent financial planning and investment advisory firm, recognized by Barron's 1 with 143+ offices across the country and entrusted by 1.3 million clients to manage more than $300 billion in assets 2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.

For more information, please visit EdelmanFinancialEngines.com.

© 2024 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Results are not guaranteed. See EdelmanFinancialEngines.com/patent-information for patent information. AM2789819

For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.

Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.

Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or [email protected].

1 The Barron’s 2024 Top 100 RIA Firms list, a nine-year annual ranking of independent advisory firms, is based on qualitative and quantitative factors. Firms elect to participate but do not pay to be included in the ranking. The 2024 ranking refers to Edelman Financial Engines as the top mega RIA.

2 Edelman Financial Engines data, as of September 30, 2024.

Required profile

Experience

Industry :

Financial Services

Spoken language(s):

English

Check out the description to know which languages are mandatory.

Other Skills

Social Skills
Communication
Problem Solving

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