Coordinator, Talent Acquisition

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services—empowering clients to navigate complexity with clarity and confidence.

With over 1,400 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first—our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com.

Summary

At Wealthspire, the Talent Acquisition Coordinator helps us welcome the people who will serve our clients and one another, and makes sure every candidate feels supported and valued from the first call to the first day. You will support recruiting for financial advisors, associate and client service advisors, paraplanners, operations, and corporate roles. You will coordinate interviews with our business leaders, manage the onboarding process from offer letter through background check and Form I-9, and keep our records accurate in Workday.

Responsibilities

Interview coordination and scheduling

• Partner with business leaders, partners, and hiring managers to schedule phone screens, panel interviews, and final-round meetings, keeping calendars moving and conflicts resolved.
• Serve as the point of contact for leaders on interview logistics, availability, and next steps for each candidate.
• Send interview invitations, prep materials, and follow-up communications, and collect interviewer feedback and scorecards promptly.
• Keep every candidate informed and engaged throughout the process, representing the firm professionally at each touchpoint.

Onboarding

• Create offer letters from approved terms and route them for review, signature, and acceptance.
• Complete and track RCA documentation for each new hire.
• Order and manage background checks and reference checks, and follow up on results with HR and Compliance.
• Complete Form I-9 verification within the required timelines and keep records audit-ready.
• Coordinate with HR, IT, and hiring managers so new hires have equipment, system access, and a smooth first day.

Workday and reporting

• Maintain accurate requisition, candidate, and new-hire records in Workday.
• Produce regular reports on open roles, time to fill, and onboarding status for the Talent Acquisition team.
• Handle candidate and compensation information with strict confidentiality.

Qualifications

Required

• Bachelor's degree in Human Resources, Business, Communications, Finance, or a related field, or equivalent experience.
• 2+ years of experience in recruiting coordination, HR operations, or onboarding within a professional services environment (for example wealth management, accounting, consulting, or law).
• Hands-on experience with Workday, including requisition, candidate, and onboarding records.
• Proficiency with Microsoft 365, especially Outlook calendars, Excel, and email.
• Prior experience in wealth management, banking, insurance, or another financial services setting.

Skills and Competencies

• Client-ready communication: clear, polished writing and a confident phone presence with senior professionals and high-caliber candidates.
• Organization and prioritization: you can juggle dozens of moving interviews and deadlines without dropping details.
• Discretion and integrity: you protect confidential candidate and firm information and understand why that matters in a fiduciary business.
• Attention to detail: accuracy in ATS data, offer paperwork, and compliance records.
• Relationship building: you build trust quickly with advisors, hiring managers, and candidates.
• Initiative and curiosity: you learn the wealth management landscape and look for ways to make hiring faster and better.

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.

The base salary range for this position is $70,000 – $100,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.

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