Note: The job is a remote job and is open to candidates in USA. Wealthspire is a wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions. The HR Operations Generalist delivers HR services, manages employee inquiries and case workflows, supports employee lifecycle events, maintains compliance and policy standards, and partners with Payroll, Benefits, HRIS, and other HR functions.
Responsibilities
- Serve as the primary owner of HR ServiceNow ticket management, ensuring timely triage, categorization, assignment, and resolution of employee inquiries
- Act as Tier 1 support for employee questions related to payroll, benefits, time off, leaves, and general HR policies
- Advance complex inquiries to HR Business Partners, Payroll, Benefits, Compensation, or other Centers of Excellence (COEs) as appropriate
- Monitor case metrics and identify trends or recurring issues requiring process improvement
- Ensure service-level expectations are consistently met and detailed
- Support large-scale lifecycle transactions such as organizational restructures, acquisitions, and offboarding waves
- Coordinate cross-functional communication between HRIS, Payroll, Benefits, IT, and managers during major lifecycle events
- Assist in validating data accuracy during bulk updates or organizational changes within Workday
- Ensure uniform implementation of standardized lifecycle processes and documentation
- Support the development, documentation, maintenance, and updating of HR policies and procedures
- Partner with Legal and HR leadership to ensure policies align with regulatory requirements across relevant jurisdictions
- Support regulatory changes systemically, and lead the testing of updates to Workday compliance changes
- Ensure compliance documentation is audit-ready and centrally maintained
- Support internal audits and compliance reporting as required
- Offer operational assistance to the HR Operations Leader, HRIS Leader, Payroll Manager, and Benefits Manager, managing daily transactions within each of the functional areas
- Support integrations, data governance, and reporting needs
- Work with the Corporate Development team to support and coordinate the HR Integration process for newly closed acquisitions, working with Sellers and HR Operations team
- Assist with documentation of standard operating procedures (SOPs) and workflow improvements
- Support the rollout and integration of HR systems and tools
- Find opportunities to streamline service delivery and improve employee experience
- Maintain high standards of data accuracy and confidentiality
- Track and report on HR service metrics and process efficiency
- Contribute to continuous improvement initiatives across HR operations
- Ensure consistent communication and transparency across collaborator groups
Skills
- 3-5+ years of HR experience in operations, shared services, or generalist roles
- Experience managing HR case management systems
- Solid grasp of employee lifecycle procedures and HR regulatory requirements
- Familiarity with Payroll and Benefits processes
- Strong written communication skills, particularly in policy drafting and documentation
- Outstanding organizational and time management skills
- Ability to manage sensitive information with discretion and integrity
- Comfortable working in a well-organized, methodical environment
- Bachelor's degree in Human Resources, Business, or related field, or equivalent experience, preferred
- 1-2 years' experience with Workday or similar HRIS platforms preferred
- Some experience in an M&A environment preferred
- Learning agility, curiosity, and problem-solving skills preferred
Benefits
- This role can be performed entirely remotely.
- PTO & paid holidays
- 401(k) with match
- This position may be eligible for performance-based incentives.
Company Overview