Wealth Management Specialist, Sr. jobs in Omaha, NE

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. Its the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

The Sr. HR Generalist will support Human Resources and Talent initiatives that promote a positive and thriving organizational culture. This position will be the primary contact for all Talent related questions, serving as a HR generalist in all areas of human resources as well take the lead on M&A integration activities and collaborate with relevant Talent experts to ensure effective people integrations (onboarding, offboarding, compliance, stakeholder relations, etc.).

What To Expect

• Lead Talent M&A integrations. Subject matter expert to support the people strategy for transactions, including leading HR due diligence, employment terms, onboarding new stakeholders, ongoing stakeholder, and location support.

• Collaborate with Talent and other business leaders to identify M&A process improvements, enhancements, and recommendations of new solutions.

• Main point of contact for stakeholders and managers for HR and Talent related items including answering questions, providing department support, and forwarding requests to appropriate HR team members as needed (Benefits, Recruiting, Payroll, etc.).

• Responsible for administration of stakeholder life cycle, including new hire onboarding items, background checks, system processing, document and policy management, I-9 verifications, metric reporting, system terminations, etc.

• Ensure compliance with all Federal, State, and local employment regulations, policies, and procedures, including required reporting, FLSA, DOL, EEO, ADA, FMLA, etc.
• Assist with stakeholder relations including performance management tracking and follow-up, performance review cycle completion, ethics reporting hotline maintenance, etc.
• Cross functional support of major talent work as needed, including recruiting support, leave management, benefits, and HRIS project management.
• Perform other related duties as required and assigned.

What You Need

• Knowledge of HR regulations and employment law
• Comfort handling complex problems while escalating issues to a manager when necessary
• Inherent and intentional customer service skills
• Organized, detail oriented, able to multi-task and work with minimal supervision
• Ability to work with and maintain confidentiality of Human Resources information.
• Excellent written and oral communication skills with the ability to train others and document processes
• A motivated professional who demonstrates initiative, flexibility, teamwork, and a sense of urgency
• Ability to interface with and influence all levels of Carson stakeholders.
• Accurate data entry skills and proficient in Microsoft Excel (i.e. Vlookups, pivot tables) and Microsoft Word (formatting, comparison of documents, etc.)

???????Preferred Education and Experience

• 5 years experience in HR administration, HR Generalist, or similar role
• Bachelor's degree in Human Resources, Business Administration, Psychology, or other related field
• SHRM-CP or PHR certification preferred?

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.