Director of Talent (Wealth Management Firm)
Director of Talent (Wealth Management Firm)
Posted 3 days ago
SENIORITY
Manager
About the role
- Collaborate with the firm’s leadership team to design and execute a workforce plan to achieve the five-year growth strategy.· Own all human capital systems including hiring, onboarding, performance and feedback management, employment compliance and others.· Own the hiring and employee onboarding process.o Audit and modify firm selection processeso Lead all interviewing and recruiting processeso Partner with department heads to understand talent needs, timelines and budgetso Partner with outside human capital resourceso Oversee employee onboarding processes including:§ Working with PEO Vendor§ Working with corporate office for hiring requirements, contracting and licensing processes§ Working with state and federal agencies for licensing.· Employee development:o Work with firm leaders to create career pathing in each departmento Assist with building training in each department and be a liaison between corporate training programso Create goal setting, coaching, feedback and performance management frameworks to ensure high productivity for all employees firm wideo Leading licensing, credentialing and other professional development for the firm· Cultureo Ensure employees have the resources, direction and accountability to professionally grow and value working in the firm
- Bachelor’s degree· Preferred experience in wealth management· 10 years + in human resources or people leadership functions.· Experience leading hiring, onboarding and HR divisions
Before you apply
Applying takes about a minute. These four things decide how fast it moves after that.
Your profile is current
It's what we read first. Occupations, seniority and locations matter more than a long history.
Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.
