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Jobs at Mission Wealth (Now Hiring) — 4 open

Mission Wealth logoMission Wealth

Human Resources Operations Manager

Scottsdale, Arizona, United States · On-site

$120k/yr

Senior

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, growth-minded Human Resources…

Skills: HR Operations, Process Improvement, HRIS Administration, Leadership Development, Project Management

Mission Wealth logoMission Wealth

Business Intelligence Analyst

San Diego, California, United States · On-site

$110k/yr

Mid level

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Business Intelligence Ana…

Skills: SQL, Tableau, Power BI, Snowflake, Salesforce

Mission Wealth logoMission Wealth

Client Service Representative

Scottsdale, Arizona, United States · Hybrid

$85k/yr

Mid level

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Client Services Represent…

Skills: Client Service, Problem Solving, Attention To Detail, Fidelity Platform, Schwab Platform

Mission Wealth logoMission Wealth

Tax Manager

Scottsdale, Arizona, United States · On-site

$200k/yr

Senior+

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a growth-minded Tax Manager to join our a…

Skills: Tax Strategy, Tax Compliance, Trust Taxation, Gift Tax Returns, Income Tax Returns

Mission Wealth logo

Human Resources Operations Manager

Mission Wealth

Scottsdale, Arizona, United States • On-site

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Senior

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  • $120k/yr
  • Full-time
  • bachelor degree, professional certificate
  • Medical benefits, Dental benefits, Vision benefits, 401(k), Profit Sharing, Volunteer Time Off (VTO)
  • Posted 1d ago
  • ~40 hrs/week

Responsibilities

Lead the day-to-day operational strategy of the HR department, focusing on process improvement, compliance, and HRIS optimization. Additionally, design leadership development programs and manage employee experience initiatives including company events and culture building.

Requirements

Requires a bachelor's degree and over 7 years of progressive HR experience with a focus on operations and HRIS implementation. Candidates should possess strong project management skills and the ability to develop leadership training programs.

Full job description

As a Barron’s Top 100 RIA firm and voted Best Places to Work by Fortune, Pacific Coast Business Times, Inc. (Best Workplaces), and Investment News, Mission Wealth is hiring a polished, growth-minded Human Resources Operations Manager with demonstrated HR experience to join our high-performing HR Department. As our Human Resources Operations Manager, your problem-solving nature and attention to detail are critical factors for the smooth operation of the HR Department and the attainment of its goals, as well as for the long-term growth of the firm. You should be extremely organized and be able to juggle multiple responsibilities, with the ability to deliver results in a fast-paced environment. Your commitment to making a positive impact in other people’s lives parallels your drive for personal and professional growth.

Mission Wealth has offered 360-degree wealth management services to affluent families since 2000. Our dynamic planning process ensures that every piece of the puzzle is put into place as our clients’ lives unfold and their needs evolve. This gives them the complete picture and confidence in their financial future. 

Day-to-Day as Human Resources Operations Manager: 

Human Resources Operations

  • Lead the day-to-day operational strategy for the Human Resources department. 
  • Design, implement, and continuously improve Human Resources processes and workflows. 
  • Develop and maintain standard operating procedures and department documentation, and support compliance within federal, state, and local regulations. 
  • Manage annual Human Resources initiatives, compliance calendars, and operational projects, including our Employee Handbook. 
  • Identify opportunities to improve efficiency through automation, AI, and technology. 
  • Partner with the Chief Human Resources Officer on strategic department initiatives. 
  • Partner with the Talent Acquisition Manager to administer, evaluate, and continuously enhance the firm's onboarding program. 
  • Develop HR metrics, analytics, dashboards, and reporting to support executive decision-making.
  • Research Human Resources best practices and recommend innovative solutions. 
  • Serve as an administrator and subject matter expert for the firm's HRIS platform. 
  • Optimize workflows, automation, and employee self-service capabilities. 
  • Partner with Payroll, Finance, IT, and other departments on system improvements. 

 

Learning & Leadership Development

  • Design, develop, and facilitate manager and leadership development programs. 
  • Build and maintain new manager onboarding and training programs. 
  • Coordinate compliance training and annual learning initiatives. 
  • Support performance review processes through manager education and communications. 
  • Develop resources that strengthen leadership capability throughout the organization. 
  • Assist with succession planning and organizational development initiatives. 

 

Employee Experience & Culture

  • Planning and execution of the firm's annual employee retreat and other company-wide events. 
  • Develop employee engagement and recognition programs. 
  • Coordinate wellness initiatives and employee appreciation activities. 
  • Support internal Human Resources communications. 
  • Enhance the employee experience throughout the employee lifecycle. 
  • Partner with cross-functional teams to strengthen Mission Wealth's culture. 

 

Benefits & Strategic Human Resources Support

  • Partner with the Payroll & Benefits Specialist to improve benefits administration, vendor relationships, and employee communications. 
  • Support annual Open Enrollment planning and implementation. 
  • Assist with leave administration process improvements. 
  • Participate in compensation, benefits, and total rewards projects. 
  • Provide operational support for strategic Human Resources initiatives. 

 

What You Bring as a Human Resources Specialist: 

  • 7+ years of progressive Human Resources experience with increasing operational responsibility. 
  • Bachelor's degree in Human Resources, Business Administration, Organizational Development, Communications, or a related field. 
  • Demonstrated experience improving Human Resources operations and processes. 
  • Experience administering or implementing an HRIS platform. 
  • Experience developing and delivering leadership or manager training. 
  • Excellent project management and organizational skills. 
  • Outstanding customer service and relationship-building abilities. 
  • Strong communication and presentation skills. 
  • Ability to prioritize multiple projects while maintaining exceptional attention to detail. 
  • Demonstrated ability to build relationships across all levels of an organization. 
  • Experience supporting a multi-state workforce preferred. 

 

Bonus Skills

  • SHRM-CP, SHRM-SCP, PHR, or SPHR certification. 
  • Financial services or professional services experience. 
  • Experience implementing AI or workflow automation solutions. 
  • Experience with Rippling or comparable HRIS platforms. 
  • Experience with organizational development or learning management systems.
  • Experience with event planning. 

 

Job Type: Full-time, salaried exempt

Location: This position is based out of our Scottsdale or Lisle office location. This is an in-office position.

Salary: $90,000 base; $30,000 annual bonus paid in quarterly increments

This position is not eligible for employer-sponsored work authorization. Applicants must be legally authorized to work in the United States at the time of hire and must not require employer sponsorship now or in the future to maintain employment authorization.

Please submit your cover letter and resume outlining your detailed experience of proven success in Human Resources Management. Be sure to share one of your favorite volunteer projects too! We offer a competitive salary, team-based compensation plan, defined pathways to equity partner in the firm, medical/dental/vision benefits, 401(k)/Profit Sharing, Volunteer Time Off (VTO), Family Medical Leave (FMLA), Sabbaticals, wellness benefits, and ongoing educational reimbursements. 

Related keywords

HRISRipplingSHRM-CPSHRM-SCPPHRSPHRAIWorkflow AutomationFinancial ServicesProfessional ServicesOrganizational DevelopmentLearning Management SystemsEmployee HandbookTotal RewardsOpen EnrollmentSuccession Planning

About Mission Wealth

LinkedInVisit site

Your goals. Our mission. For advisory services, please visit our website missionwealth.com.

Industry
Financial Services
Company size
201-500 employees
Founded
2000
Headquarters
Santa Barbara, California
LinkedIn followers
4,626

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives. __________________________________________ Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

Offices: 1111 Chapala St, Floor 3, Santa Barbara, California 93101, US · 1212 Broadway Plz, Suite 17 & 20, Walnut Creek, California 94596, US · 1100 Glendon Ave, Floor 17, Los Angeles, California 90024, US · 2128 W 32nd Ave, Floor 2, Denver, Colorado 80211, US · 12555 High Bluff Dr, Suite 215, San Diego, California 92130, US

InvestmentsEducation ProjectionsRetirement Projections & PlanningCharitable GivingWindfall Planning (sale of a home or businessdivorceor funds received through a settlementor inheritance)Estate PlanningInsurance
View all jobs at Mission Wealth

About Mission Wealth

LinkedInVisit site

Your goals. Our mission. For advisory services, please visit our website missionwealth.com.

Industry
Financial Services
Company size
201-500 employees
Founded
2000
Headquarters
Santa Barbara, California
LinkedIn followers
4,626

Mission Wealth is a premier wealth and investment management firm headquartered in Santa Barbara, CA, with multiple offices across the United States. Mission Wealth’s service offerings include financial planning, investment management, estate planning, asset protection, charitable giving, tax planning, retirement planning, and Inspired Living. Since 2000, Mission Wealth has offered holistic wealth management services to high-net-worth families throughout the United States. We specialize in helping people through major life events, and our visionary, service-oriented culture empowers our clients to lead more fulfilled lives. __________________________________________ Mission Wealth is a registered investment adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Mission Wealth and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Mission Wealth unless a client service agreement is in place.

Offices: 1111 Chapala St, Floor 3, Santa Barbara, California 93101, US · 1212 Broadway Plz, Suite 17 & 20, Walnut Creek, California 94596, US · 1100 Glendon Ave, Floor 17, Los Angeles, California 90024, US · 2128 W 32nd Ave, Floor 2, Denver, Colorado 80211, US · 12555 High Bluff Dr, Suite 215, San Diego, California 92130, US

InvestmentsEducation ProjectionsRetirement Projections & PlanningCharitable GivingWindfall Planning (sale of a home or businessdivorceor funds received through a settlementor inheritance)Estate PlanningInsurance
View all jobs at Mission Wealth

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