Sr. Human Resource Generalist

About Wealth Enhancement Group

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and UniFi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 61,000 households from our over 100 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit www.wealthenhancement.com.

Our corporate team has an excellent opportunity for a Sr. Human Resource Generalist here in Minnesota. The Sr. Human Resource Generalist position works to support the HR functions of Core HR, HRIS Support, HR Administration, and Employee Support. We are looking for an organized, collaborative, and detail-oriented HR professional to support our growing team. In this role you will be the vital link between Core HR functions, HRIS Support, employee administration for M&A and employee assistance. Ensuring our people are empowered, processes are seamless and transitions are smooth.

The salary target for this role is $80,000 - $90,000 depending on experience; this role is also eligible for our corporate bonus.

We select our initial compensation target using national compensation survey data. When we make an offer, we then factor in things like tenure, performance, and geographic location to come up with the most accurate numbers. We encourage you to apply and provide us with your compensation expectations when you do. We’re big on open conversations, so, let’s have one. 

Primary Job Functions

Mergers & Acquisitions – Alignment, Offers and Onboarding (25%)

• Conduct diligence on new firms joining WEG

• Track employee application, background checks, credentials, compliance

• Complete benefit costs differentials

• Draft offer letters for review & presentation to new employee

• Key employees into HR Systems; monitor workflows and benefit enrollment, complete I9

• Create and update Personnel Files using the document management system

• Assist employees with benefits questions

• Set up employees in the LMS and track completion of required courses

• Support new firms with ongoing HR needs

Job Description Maintenance and Compensation Analysis (25%)

• Collaborate with hiring managers, HRBP’s, and talent acquisition on creation and updating of job descriptions

• Maintain job description library; ensure all positions have a current job description

• Utilize job descriptions and compensation system benchmark data to market price positions to ensure competitive pay

• Team with Compensation Analyst(s) to review and update compensation grades and manage compensation programs

• Assist with oversight of compensation plans and processes. Create and update related training materials; educate managers

HR Administration:  HRIS Maintenance & Employee Support (20%)

• Partner with internal Workday team to configure and maintain the system; assist with rollout/implementation of feature releases

• Key data changes in system; run reports for analysis

• Assist employees with questions; respond to HR mailbox

Advisor Team Transition Support (15%)

• Attend cross-functional weekly Advisor Transition meetings

• Assist in review, approval, and processing of Advisor changes

Other Projects as Needed (15%)

Education/Qualifications

• Bachelor's degree (or equivalent experience) in Human Resources Management or related field

• 7 years' experience in Human Resources systems / generalist experience

• Financial services industry experience preferred

• Well-developed written and verbal communication skills with the ability to successfully interact with leadership and all levels of the organization

• Ability to work with and protect confidential data

• Detail oriented, highly organized and adaptable

• Proficient with Microsoft Office Suite, including Excel and PowerPoint

• Familiarity with Workday and PayFactors strongly preferred

Comprehensive Benefits Offerings

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