Human Resources Business Partner

Posting Description

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 1,200 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. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers

Position Summary

The Human Resources Business Partner (HRBP) at Wealthspire functions as a dependable resource for frontline leaders, delivering daily support on employee relations, performance management, coaching conversations, corrective action, employee development, and organizational efficiency.

This role involves a strong emphasis on consultation and relationship building, partnering directly with people leaders to handle employee concerns while ensuring uniformity, conformity, and alignment with company policies and values. Join us and engage in an exceptionally nurturing environment where your input drives real impact!

Key Responsibilities

Leader Coaching & Support

• Serve as the primary HR partner for assigned business leaders and managers.
• Provide guidance on employee performance concerns, mentor discussions, feedback delivery, and development planning.
• Help managers navigate difficult employee conversations with confidence and consistency.
• Mentor leaders on effective people management practices and leadership behaviors.
• Support managers in crafting and accomplishing performance improvement plans when appropriate.

Employee Relations

• Handle employee relations concerns from the first report through to resolution.
• Conduct fact-finding conversations and document employee concerns appropriately.
• Work together with leaders on disciplinary measures, performance oversight, and terminations.
• Advance complex investigations and high-risk matters to HR leadership and Legal when necessary.
• Ensure consistent application of company policies and employment procedures.

Performance Management

• Guide leaders through performance management processes and documentation.
• Partner with managers to address performance concerns early and proactively.
• Support employee development planning and progression discussions.
• Reinforce accountability and performance expectations across assigned groups.

Organizational & Talent Support

• Work together with leaders on workforce planning, organizational changes, and team efficiency.
• Support employee retention and engagement efforts.
• Serve as a connector between leaders and HR Centers of Excellence, such as Talent Acquisition, Compensation, Benefits, and Learning & Development.
• Provide practical and timely HR mentorship that balances employee experience with business needs.

Qualifications

Required Experience

• 5–7 years of progressive HR experience.
• Established background in supporting managers with employee relations and performance management concerns.
• Experience supporting frontline leaders in a fast-paced environment.
• Strong working knowledge of employment laws and HR guidelines.

Preferred Experience

• Experience supporting financial services, professional services, or a multi-location workforce.
• SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred.

Key Proficiencies

• Employee relations expertise.
• Manager mentoring and influence.
• Excellent judgment and discretion.
• Conflict resolution and problem-solving skills.
• Executive presence and communication skills.
• Ability to build trust quickly and operate independently.
• Comfortable handling sensitive and confidential matters.

Success Measures

The successful candidate will:

• Enable leaders to confidently manage performance and employee issues.
• Improve consistency in people-management practices.
• Handle employee relations issues in a professional and effective way.
• Serve as a dependable strategic collaborator to leaders and employees.
• Reduce HR blocking issue volume through proactive mentoring and manager capability building.

What We Offer:

Wealthspire Advisors 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.

Wealthspire and You... Better Together!

Wealthspire is an inclusive Equal Employment Opportunity employer.