Wealth Management Operations Manager Jobs in Wheaton, IL

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.