Position Summary:
Lead and direct all human resources functions for the organization while overseeing the company's Professional Employer Organization (PEO) services division. Serve as a strategic business partner to executive leadership, driving organizational effectiveness through comprehensive HR strategies that support both internal operations and external client services. Responsible for developing and implementing HR policies, procedures, and programs that enhance employee engagement, ensure regulatory compliance, and deliver exceptional PEO services to client businesses and their employees.
Essential Roles and Responsibilities:
Strategic HR Leadership
- Develop and execute comprehensive HR strategies aligned with organizational goals and financial services industry requirements
- Partner with executive leadership to drive business outcomes through effective people strategies
- Oversee budget planning and resource allocation for HR operations and PEO services
- Lead organizational change management initiatives and cultural transformation efforts
- Provide strategic guidance on workforce planning, organizational design, and succession planning
Team Management & Development
- Direct and mentor the HR Generalist and Director of HR Services teams
- Establish performance goals, conduct evaluations, and support professional development
- Foster collaboration between internal HR operations and PEO service delivery
- Build high-performing teams capable of delivering superior internal and client services
Daily and Monthly Responsibilities:
Recruitment & Hiring
- Oversee full-cycle recruitment strategies for internal positions and client organizations
- Develop talent acquisition frameworks that attract top-tier candidates in financial services
- Ensure compliance with applicable regulations and industry-specific hiring requirements
- Partner with leadership on executive search and succession planning initiatives
- Monitor recruitment metrics and optimize processes for efficiency and effectiveness
Compensation & Benefits
- Design and manage competitive compensation structures for internal staff and PEO clients
- Conduct market analysis and salary benchmarking to ensure competitive positioning
- Oversee benefits administration, vendor relationships, and cost management
- Lead annual compensation reviews and merit increase processes
- Ensure compliance with FLSA, ERISA, and other compensation and/or benefit-related regulations
Employee Relations
- Provide executive-level guidance on complex employee relations matters
- Oversee investigation processes for workplace complaints and compliance issues
- Develop conflict resolution strategies and disciplinary action frameworks
- Monitor employee satisfaction through surveys, exit interviews, and stay interviews
- Ensure consistent application of policies across internal operations and client sites
Training & Development
- Create comprehensive learning and development strategies for all employee levels
- Oversee management development programs and leadership training initiatives
- Ensure regulatory compliance training for financial services requirements
- Develop client-facing training programs delivered through PEO services
- Measure training effectiveness and ROI to optimize program delivery
Compliance & Legal
- Ensure adherence to federal, state, and local employment laws and regulations
- Maintain expertise in financial services industry regulations and compliance requirements
- Oversee audit processes for both internal operations and PEO client services
- Collaborate with legal counsel, when necessary, on employment-related matters and policy development
- Monitor regulatory changes and implement necessary policy adjustments
Performance Management
- Design and implement performance management systems that drive results
- Establish clear performance metrics and accountability frameworks
- Coach executives and managers on performance improvement strategies
- Oversee annual review processes and performance improvement plans
- Link performance management to compensation and career development opportunities
Company Culture & Well-Being Initiatives
- Champion organizational culture initiatives that reflect company values
- Develop employee engagement strategies and wellness programs
- Create recognition and rewards programs that motivate high performance
- Monitor culture metrics and implement improvements based on feedback
Employee Records & Documentation Management
- Ensure accurate maintenance of all employee files and documentation
- Oversee HRIS systems and data integrity for internal and client records
- Establish document retention policies and compliance procedures
- Monitor data privacy and security protocols for sensitive employee information
- Coordinate with IT on system upgrades and data management improvements
Termination & Employee Exits
- Oversee termination procedures and exit interview processes
- Ensure compliance with final pay, benefits continuation, and legal requirements
- Develop offboarding procedures that protect company interests and maintain relationships
- Analyze exit data to identify trends and improvement opportunities
- Manage reduction-in-force situations with sensitivity and legal compliance
PEO Services Oversight
- Provide guidance to the strategic development and delivery of PEO services to client businesses
- Ensure service level agreements are met and client satisfaction is maintained
- Oversee client onboarding, implementation, and ongoing relationship management
- Monitor PEO service profitability and growth opportunities
- Stay current with PEO industry trends and competitive landscape
- Ensure regulatory compliance for all PEO service offerings
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