HR Generalist

Baker Street Advisors

San Francisco (CA)

On-site

USD 115,000 - 170,000

Full time

12 hours ago

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Benefits offered by this job

401k and Roth 401k Retirement Plans

Health Savings Account with Employer/S

Flexible Spending Plans for Health & D

Job summary

Baker Street Advisors, LLC in San Francisco, CA is seeking an HR Generalist to lead Talent Acquisition, performance management, and people operations within our Corporate Operations team.

You will own the full employee lifecycle, drive data analytics, manage benefits and compensation processes, and ensure compliance across federal, state, and local laws. This role demands strategic thinking and hands-on execution in a regulated wealth management environment.

Qualifications

5–9 years of progressive HR generalist experience, preferably in professional/financial services
BA/BS degree or equivalent practical HR experience; MBA a plus
Business acumen – linking HR processes with business needs
Team player with strong interpersonal skills and trusted relationships
Analytical, problem-solving, and project management skills
Experience with HR data analytics and policy development

Responsibilities

Own talent acquisition end-to-end, including creating job descriptions and candidate sourcing
Administer performance management processes and coaching for managers
Oversee employee lifecycle, benefits, and HR documentation
Develop and maintain HR policies to ensure legal compliance
Coordinate with payroll and benefits teams on lifecycle changes

Skills

HR Generalist

Talent acquisition

Performance management

Employee relations

HR data analytics

Strong communication

Project management

Analytical skills

Education

BA/BS degree or equivalent

MBA or graduate degree a plus

Tools

Lattice

Paychex

TriNet

MS Office (PowerPoint)

Job description

About Baker Street Advisors

Baker Street Advisors, a multi-family wealth management firm, is looking for an HR professional to join our Corporate Operations team. Baker Street Advisors LLC is a leading wealth management firm based in San Francisco, CA, managing over $20 billion in client assets. Founded in 2003, we specialize in delivering customized wealth management solutions to financially successful families and individuals. With a team of 70 professionals and growing, our mission is to provide independent, unbiased advice built on trust, integrity, and unparalleled service. Our team of experienced investment and advisory professionals offers a level of personalized service that is second to none – helping clients navigate complex financial challenges with confidence. Our reputation and continued success are a direct reflection of the dedication and talent of the people who make up our team.

Who We Look For

As the HR Generalist, you'll be the primary point person for all HR programs and processes within Baker Street, balancing strategic initiatives with tactical execution to create an environment where our people can thrive. You will own talent acquisition, performance management, total rewards, as well as people operations and HR data analytics. This role requires an individual who can operate independently, think strategically about how to align HR programs and processes to support our continued growth, and execute flawlessly on HR compliance and operational requirements within the highly regulated wealth management industry.

This is an exceptional opportunity for an HR professional who enjoys wearing multiple hats and wants to help build and shape the evolution of our people practices as well as serve as a trusted advisor to an amazing team of individuals.

Responsibilities

Talent Acquisition

Partner with hiring managers to create job descriptions with needed skills and experiences including defining ideal candidate profiles
Lead end-to-end recruiting processes, including job posting strategy, candidate sourcing, interview coordination, and offer management
Ensure an exceptional candidate experience through professional communication and streamlined processes
Coordinate background checks, reference verification, and new hire documentation
Design and facilitate comprehensive onboarding programs that accelerate new hire integration and success

Performance Management

Align the annual performance review calendar and timeline, ensuring the process is streamlined and aligned with other corporate deadlines and strategic initiatives
Administer the performance management processes through our Lattice platform, including review cycles, goal setting, and feedback facilitation
Coach managers on hiring, feedback, performance management, and team effectiveness

People Operations & Employee Experience

Serve as the primary point of contact for all employee questions about policies, procedures, and workplace matters
Manage employee relations issues with sensitivity and professionalism, guiding managers and employees to adeptly navigate complex issues and reach resolution of issues
Own the complete employee lifecycle from onboarding through offboarding, ensuring consistent and exceptional experience
Maintain a strong understanding of our benefits to help employees and candidates with related questions
Maintain accurate and confidential employee records and HR documentation systems
Support compensation and benefits processes including data analysis, reporting, benchmarking, and lifecycle administration. Develop HR trend analysis and data analytics to identify and address ways to enhance attraction, retention, and engagement
Coordinate relevant information with our payroll team to ensure employee lifecycle changes and benefits choices are accurately documented
Explore opportunities to use emerging technologies, including artificial intelligence, to improve workflows and productivity

HR Compliance & Risk Management

Serves as a consultant to hiring managers on current trends in human resource management, labor laws, HR policies, etc., to reach appropriate outcomes
Develop and maintain comprehensive HR policies and procedures that reflect our culture and comply with federal, state, and local employment laws
Manage HR-related compliance training programs and maintain documentation for regulatory requirements

What You Bring

Experience: 5 – 9 years of progressive HR generalist experience, preferably in a professional or financial services organization. Some experience at a mid-to-large-size company is helpful
BA/BS degree or equivalent practical HR experience. MBA or graduate degrees are a plus
Business acumen – effective at linking HR processes and practices with business needs
Team player - genuinely likes to help others and able to establish trusted relationships with a broad range of individuals
Intellectually curious - strong desire to continue to deepen their HR expertise and apply any learnings to enhancing our HR practices and processes
Excellent analytical, problem-solving, and project management skills as well as strong attention to details
Sound judgment – exercises discretion in handling sensitive and confidential information
Champion for change - comfortable managing multiple priorities and building support and momentum for new programs and processes
Strong interpersonal and diplomatic communication style – can communicate effectively with a broad range of stakeholders, provide constructive feedback in sensitive situations
Proficiency in excel and creating data analytics, as well as PowerPoint and other MS office programs
Familiarity with Paychex, TriNet, Lattice systems a plus but not required