livingHR

Human Resources51-200 employeesWebsite

3

Open Roles

livingHR is a Human Resources company with 51-200 employees. The company is currently hiring for three positions. livingHR has three open positions available: * **Portfolio Manager:** This on-site, full-time role reports to the Chief Investment Officer in the Investment Services department. The position is located in Lee County (Sanibel, Fort Myers, Bonita Springs). The responsibilities include coordinating investment delivery for clients, monitoring macroeconomic and capital market developments, conducting investment research, building and managing client portfolios, working with colleagues to enhance new business, participating in public presentations, and maintaining client relationships. Candidates must have a minimum of 5 years of experience managing portfolios for high-net-worth clients, a strong understanding of fiduciary law, strong public speaking and interpersonal skills, and a Bachelor’s degree. CFA, CFP, CPA, MBA, or commensurate professional accreditations are preferred. * **Human Resources Director:** This hybrid position is based in the Tampa-Bay area and requires some travel to the office locations. This role involves leading all strategic and tactical aspects of the HR function. Responsibilities include managing payroll operations, overseeing employee relations, providing coaching to leaders and staff, ensuring compliance with employment regulations, overseeing recruitment, onboarding, and retention strategies, leading employee benefits programs, administering leave programs, ensuring compliance with employment laws, developing HR strategies, supporting M&A activities, and designing and implementing performance evaluation systems. The candidate should have a Bachelor's degree in Human Resources, Business Administration, or a related field, a minimum of 7 years of progressive HR experience, with at least 3 years in a leadership role, hands-on experience managing payroll operations, and extensive knowledge of employment law, leave management, and HR compliance. Demonstrated expertise in employee relations, investigations, and conflict resolution is required, along with experience with mergers, acquisitions, and organization integration, coaching managers, and conducting leadership development. Proficiency with HRIS, payroll systems, and applicant tracking systems, excellent communication, interpersonal, and problem-solving skills, and the ability to handle sensitive and confidential information with discretion are also required. A valid driver's license and the ability to travel between locations are necessary. A Master's degree in Human Resources or a related field, PHR, SPHR, or SHRM-CP/SHRM-SCP certifications, and experience in a multi-unit or multi-site organization are considered nice-to-haves. * **Client Services Administrator:** This on-site, full-time role reports to the SVP, Director of Operations in Lee County. Responsibilities include building and maintaining relationships with clients and their professional advisors, maintaining accounts using trust accounting software, preparing new account paperwork, setting up disbursements, processing cash additions, performing trust administration services, ensuring timely execution of duties, satisfying compliance requirements, assisting with audits, supporting tax reporting processes, and reviewing daily reports. A Bachelor’s degree and/or equivalent experience, 3-5 years of experience working directly with high-net-worth clients, proficiency with Adobe and Excel, attention to detail, and strong interpersonal skills are required. An understanding of fiduciary law is preferred. The technology stack for the **Portfolio Manager** includes Portfolio Management, Investment Research, Public Speaking, Interpersonal Skills, Fiduciary Law, Client Relationship Management, Compliance, Trust Accounting, Asset Allocation, Investment Selection, Financial Planning, Team Collaboration, Communication, Technical Software Proficiency, Market Analysis, and Presentation Skills. The technology stack for the **Human Resources Director** includes Human Resources, Payroll Operations, Employee Relations, Leave Management, Coaching, Compliance, Recruitment, Onboarding, Retention Strategies, Benefits Programs, Performance Management, Conflict Resolution, Leadership Development, HRIS, Problem-Solving, and Communication. The technology stack for the **Client Services Administrator** includes Client Management, Trust Accounting, Attention to Detail, Interpersonal Skills, Compliance, Tax Reporting, Operational Duties, and Software Proficiency. The **Portfolio Manager** and **Client Services Administrator** positions are on-site roles. The **Human Resources Director** position is a hybrid role, requiring some travel to various office locations. 1. **What benefits are offered by livingHR?** Both the Portfolio Manager and Client Services Administrator positions offer health & wellness benefits, including 90% employer-paid medical coverage, and dental and vision plans. Both positions also provide financial benefits like employer-supported 401(k) safe harbor contribution and Employee Stock Ownership Plan (ESOP). Both positions provide work-life balance through generous PTO, paid holidays, and a supportive team culture and offers access to mental health resources and wellness initiatives, and community involvement opportunities. 2. **What are the location requirements for the open positions?** The Portfolio Manager and Client Services Administrator positions are located in Lee County, with the Portfolio Manager position requiring work in Sanibel, Fort Myers, and Bonita Springs. The Human Resources Director position is based in the Tampa-Bay area and requires travel to office locations. 3. **What are the experience requirements for the Portfolio Manager position?** The Portfolio Manager position requires a minimum of 5 years of experience managing portfolios for high-net-worth clients. 4. **What are the experience requirements for the Human Resources Director position?** The Human Resources Director position requires a minimum of 7 years of progressive HR experience, with at least 3 years in a leadership role. 5. **What are the education requirements for the open positions?** The Portfolio Manager position requires a Bachelor’s degree. The Human Resources Director position requires a Bachelor’s degree in Human Resources, Business Administration, or a related field. The Client Services Administrator position requires a Bachelor’s degree and/or equivalent experience.