Job Description

Moneta is an independent Registered Investment Advisor (RIA) wholly focused on going further for our clients. We are one firm with many solutions and we provide a full spectrum of financial advisory services. Still, our true purpose is centered on building relationships and providing exceptional service to our clients around the globe. For that reason, we’ve built an entrepreneurial business model organized around our clients. Our Partner-led teams are empowered to serve only in the best interest of their clients. Plus, our independence means that we are never beholden to stakeholders or parent companies. We also have the unique ability to trace our history back nearly 150 years, demonstrating our ability to evolve to meet the needs of those we serve.

Job Description

The HR Generalist administers core HR functions, ensures multi-state compliance, maintains HR systems and data integrity, and supports firm-wide engagement and talent initiatives. This role partners closely with leadership to promote a positive workplace culture, ensure consistent HR practices, and support retention and growth strategies.

Essential Responsibilities:

Employee Support & HR Operations

• Provide day-to-day HR support to employees and managers on policies, procedures, benefits, and performance management

Compliance & Policy Management

• Ensure compliance with federal, state, and local employment laws across multiple states
• Draft, update, and implement HR policies; monitor regulatory changes and communicate firm-wide

HRIS & Performance Management

• Maintain accuracy and integrity of HRIS and performance management systems; serve as subject-matter expert for data entry, reporting, audits, and troubleshooting
• Support annual performance review cycles and ongoing performance management processes

Employee Engagement & Retention

• Lead engagement initiatives including stay and exit interviews; analyze feedback to provide actionable recommendations on culture, engagement, and retention
• Partner with leadership to enhance employee experience

Terminations & Offboarding

• Prepare termination documentation, final pay requirements, benefits notifications, and offboarding communications; coordinate equipment returns

Government Reporting

• Conduct required government reporting (EEO and other applicable filings) ensuring accuracy, timeliness, and regulatory compliance

Intern Program Management

• Lead the firm's intern program including planning, interviewing, onboarding, and partnering with managers to ensure a consistent, engaging experience
• Lead the firm’s university recruitment efforts including partnerships with key colleges and universities

Talent Acquisition Support

Interview and evaluate candidates for entry-level roles (Interns, Client Service Associates, Administrative Assistants), partner with TA on recruiting efforts

Qualifications

• Bachelor's degree in Human Resources or a related field
• 0-5 years related experience, preferably in a generalist capacity
• Experience with HRIS and performance management systems
• Proficient in Microsoft Office applications.
• Must be authorized to work in the United States

Additional Information

This is a full-time, exempt position reporting to the Director of Human Resources.

Moneta is committed to providing the best possible care for our employees; part of this care includes offering comprehensive benefits that enhance the well-being of employees and their families:

• Paid holidays
• Paid time off (PTO)
• Employer cost-shared medical and dental insurance
• Employer-paid short-term disability, long-term disability, basic life and AD&D insurance
• 401k Match – 50% of employee contributions up to 6% of compensation
• Discretionary annual profit-sharing bonus
• Paid parental leave
• Professional development reimbursement
• Paid volunteer time off (VTO)
• Employee referral incentive bonus program
• Onsite wellness programs & rewards
• Employee engagement activities

Moneta is a fiduciary fee-only Registered Investment Advisory firm and is unable to hold securities licenses with the exception of Series 65. We also do not allow outside business activities, insurance commissions, and/or trails.

Job Tags

Similar Jobs