Head of Human Resources

Fiducient Advisors provides tailored and personalized investment consulting services to clients such as retirement plan sponsors, endowments and foundations, private clients, and financial institutions. We operate with over 200 professionals nationwide, supporting our distinct purpose of helping clients prosper.

Fiducient seeks a people-centric Head of Human Resources ("HR") to provide oversight and management of the HR and Business Administration functions of the company. The role is responsible for monitoring company HR strategies and solutions with a focus on driving success and meeting business goals and objectives while fostering collaborative working relationships, building morale, increasing productivity, and supporting the firm's culture of respect and inclusion. The Head of HR plays a key leadership role in collaborating with firm partners and executives on all facets of our HR strategy to drive growth and help clients prosper.

Responsibilities:

Workforce Planning & Talent Acquisition:

• Lead workforce planning to identify and analyze business needs in terms of workforce (size, type, experience, knowledge, skills, and quality) to achieve business objectives
• Drive Diversity, Equity, Inclusion & Belonging (DEIB) initiatives to ensure a diverse and representative workforce
• Working with management, define career paths for employees to optimize career development
• Partner with business leaders to create and execute a recruiting strategy resulting in a qualified talent pool and strong candidate pipeline
• Develop and maintain a mentorship program focused on investing in the next generation of talent
• Develop and maintain consistent job titles and job descriptions across the business/locations
• Oversee new employee onboarding and orientation processes

Policies, Procedures, and Employee Relations:

• Provide counsel and direction to management on employee relations matters
• Maintain compliance with all applicable federal, state, and city laws and regulations related, but not limited to, employment, employee relations, and compensation
• Ensure employees are trained on the company's employment-related policies as required by law
• Interpret and administer company policies for employees and management
• Serve as a business partner to senior executives and managers while balancing the role of being an employee advocate
• Monitor employment practices and decisions ensuring fair, consistent, and ethical practices fostering effective employee relations, reducing turnover, and promoting and maintaining high employee morale
• Educate and help employees through the Leave of Absence process
• Track and monitor employee data and provide proactive executive-level reporting as well as reports responsive to inquiries by various key stakeholders
• Oversee the payroll process and remedy issues, ensuring appropriate parties are notified and escalating as necessary
• Occasionally audit payroll registers during peak bonus periods, open enrollment, and to cover team member absences

Compensation:

• Collaborate with leadership to research, develop, implement, and administer compensation, bonus, and incentive programs and structures
• Provide compensation support including salary planning, approval of salary actions, promotions, and job re-leveling
• Develop and maintain knowledge of trends and an understanding of benchmark data for planning purposes

Performance Management and Development:

• Drive and facilitate effective performance management practices to create and maintain a high-performance culture
• Provide coaching and guidance to managers in regard to goal setting, performance reviews, and providing feedback to employees
• Support talent development and training for the business

Employee Engagement:

• Manage employee surveys, analyze trends, and provide recommended actions
• Lead the Engagement Team and co-lead the internal DEIB committee and Culture Club
• Develop and maintain knowledge of trends and an understanding of best practices deployed across the financial services industry

Required Education, Professional & Technical Experience

• Bachelor’s Degree or relevant work experience
• PHR, SPHR, or comparable HR certification is required
• A minimum of 8 to 10 years of generalist Human Resources experience
• High-level knowledge of the financial services industry is a plus
• Proficiency in Microsoft Suite and Adobe is required
• Experience with HRIS and LinkedIn Recruiter preferred
• Demonstrated project management experience
• Knowledge of HR best practices and current regulations
• Intellectually curious, proactively researching new HR trends and best practices
• Ability to read a situation and address conflict in a proactive manner

Essential Traits

• Empathetic with the thoughtful ability to establish rapport, build relationships, and be an active listener.
• Exceptional communication in a public setting with notable writing and presentation skills.
• Adaptability when priorities shift and able to work independently.
• Sound judgment and problem-solving skills.
• Innovative, curious, and enthusiastic.
• Detail-oriented with a high level of accuracy and organization.
• Ability to cultivate and develop inclusive and equitable working relationships to support a sense of belonging.
• Passionate about working in an organization that values and promotes diversity, equity, inclusion, and anti-racism.

Work Environment & Travel Requirements

• This role may travel up to 5-10% for team engagement, training, and business events.
• This role offers a hybrid work model with three days in one of our professional office environments and two days remotely.

Physical Job Expectations

The physical job expectations described here are representative of those that must be met by an associate to successfully perform the essential functions of this job:

• Must be able to remain in a stationary position for up to 8 hours.
• Constantly operate a computer and other office productivity machinery, such as a calculator, copy machine, and computer printer.
• The ability to communicate information and ideas so others will understand. Must be able to exchange accurate information.
• The person in this position may at times need to move throughout the building to access different areas.
• Ability to move equipment weighing up to 25 pounds.
• Reasonable accommodations may be made to enable individuals with disabilities to perform their primary responsibilities.

What We Offer (Summary Highlights)

A workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, belonging and inclusion. We strive to be active participants of change in and outside our industry.

Paid Time Off

• Generous PTO with optional rollover
• Personal/Sick Time
• 10 Holidays with additional half days off for specific holidays throughout the year
• Summer Perks
• Bereavement Time –inclusive time off for a loved one, unborn child, or pet.
• Employer Paid Parental, Personal and Family leaves.
• Professional Development Day for eligible exams

Work Life Convenience Benefits

• Exclusive Wellness Benefit Programs from VirginPulse, Care.com, Torchlight, Real Appeal, Peloton and more
• KindBody – Family & Fertility Assistance
• Wellness Reimbursement Program
• Professional Development Designation reimbursement
• Employee Referral Program
• Employee Resource Groups, Mentorship Program & New Hire Cohort
• 401K Plan with company match
• Cell Phone Reimbursement Program

Fiducient Advisors is a CFA Institute DEI Signatory. As a signatory, we commit to six Code Principals that seek to drive DEI progress in a meaningful way that can be measured. The six principles focus on pipeline, talent acquisition, promotion and retention, leadership, influence, and measurement.

Fiducient Advisors is an Equal Opportunity Employer that provides equal opportunities to all employees and applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, disability, genetic predisposition or carrier status, or any other characteristic protected by federal, state, or local law. The company is committed to this policy with respect to recruitment, hiring, placement, promotion, transfer, training, compensation, benefits, employee activities and general treatment during employment. It is expected that all employees are aware of this policy and that they create an environment that is sensitive and respectful to all individuals.

We are committed to upholding a workplace that welcomes authenticity and practices acceptance for what makes each of us different. We are committed to educating our team, growing as a firm, and taking intentional actions related to diversity, equity, equality, belonging and inclusion. We strive to be active participants of change in and outside our industry.