HR, Payroll, Business Manager

Peak Asset Management, LLC, Colorado; Louisville (CO); On-site; USD 75,000 - 95,000; Full time

Benefits offered by this job

401(k) plan with 6% matching

Fully paid medical plan for 24+ hours per week

Educational reimbursement for professional designations

Profit-sharing bonus based on performance

Job summary

A financial management firm in Louisville, CO is looking for a Business Manager to oversee various operational functions including HR, compliance, and IT management. The ideal candidate will have over 5 years of experience in related fields, aiming to ensure efficiency and regulatory compliance within the firm. This full-time role offers a competitive salary between $75,000 and $95,000 based on experience, great benefits, and a supportive work environment.

Qualifications

• 5+ years of relevant experience, preferably in financial services.
• Proficient in Microsoft Office and CRM systems.
• Strong problem-solving and communication skills.

Responsibilities

• Oversee day-to-day office operations.
• Manage employee onboarding and payroll.
• Ensure compliance with SEC/state regulations.
• Coordinate with IT providers for technology infrastructure.

Skills

Attention to detail

Problem-solving skills

Strong communication

Self-directed

Entrepreneurial mindset

Education

5+ years in business operations or HR

Tools

Microsoft Office

Wealthbox

Tamarac

Job description

HR, Payroll, Business Manager Location: Louisville, CO

Employment Type: Full-time Reports To: Managing Partner / Firm Leadership

Our Purpose

Peak Asset Management is a fee-only investment management and financial planning firm located in Louisville, CO. Since our founding in 1994, we have empowered clients by earning their trust, sharing our expertise, simplifying the complex, and building and maintaining their financial security. We are a small but mighty firm of inquisitive and compassionate individuals with an entrepreneurial spirit. Our fiduciary responsibilities mean that when it comes to our core values, our clients come first. We currently manage $1 Billion of assets and continue to invest in the firm and our people for future growth.

Position Overview

The Business Manager is a key role responsible for overseeing the firm’s administrative, HR, IT, finance, compliance, and operational functions. This role ensures that Peak Asset Management operates efficiently, securely, and in compliance with industry regulations while maintaining an exceptional client and employee experience. The ideal candidate is highly detail-oriented, organized, and proactive. They will take ownership of operational processes and seek continuous improvements to enhance firm efficiency. Additionally, they will have an entrepreneurial mindset, always looking for ways to optimize workflows, reduce inefficiencies, and contribute directly to the firm’s success.

Key Responsibilities:

Operations & Management

• Oversee day-to-day office operations, ensuring efficiency and organization.
• Manage vendor relationships, equipment, and office maintenance.
• Serve as the main contact for custodians, software providers, and third-party vendors.
• Project management as required.

Human Resources & Payroll Administration

• Oversee employee onboarding and offboarding, including background checks anddocumentation.
• Prepare payroll data and coordinate with payroll providers for accurate processing.
• Manage employee benefits, including health insurance, enrollment, and renewals.
• Maintain HR records and regulatory compliance.
• Address employee questions related to HR policies, time-off tracking, and benefits.

IT & Systems Administration

• Coordinate with external IT providers to manage technology infrastructure, includingcomputers, software, and phone systems.
• Oversee implementation and maintenance of CRM, financial planning, and portfolio managementreporting software (we use Tamarac).
• Ensure cybersecurity measures, data security, and system updates are properly managed.
• Manage employee system access and security protocols.
• Demonstrate an aptitude for learning new technology and optimizing IT processes.

Compliance & Regulatory Support

• Assist in maintaining compliance with SEC/state regulations, including recordkeeping anddocumentation.
• Support compliance efforts by coordinating with consultants or internal compliance officers.
• Oversee licensing, continuing education requirements, and regulatory filings for employees.
• Prepare payroll and work with accounting personnel on accounts payable/receivable.
• Assist in budgeting, financial reporting, and expense tracking.
• Handle business insurance applications, renewals, and claims.
• Support bookkeeping functions and regulatory financial reporting.
• Serve as the main contact for custodians, software providers, and third-party vendors.
• Negotiate and oversee vendor contracts, including IT support, office supplies, and facility services.
• Monitor vendor performance to ensure quality service and cost efficiency.
• Work with data management systems, including CRM and client reporting software.
• Oversee billing and invoicing processes for client accounts.

Competencies: Behaviors, Skills, and Values

• High attention to detail and accuracy—nothing slips through the cracks.
• Strong problem-solving skills, with the ability to proactively address small business challenges.
• Self-directed and confident in managing multiple responsibilities.
• Entrepreneurial mindset—proactive, resourceful, and always looking for ways to enhance efficiency and optimize firm operations.
• Excellent active listening and communication skills.
• A team player who is accountable, motivated, upbeat, and contributes positively to the firm.

Cultural Musts

• Always act in the best interest of our clients.
• Treat others with kindness, care, and dignity.
• Be honest and act with integrity—always.
• Be a thoughtful contributor to the team.
• Be independently minded and motivated.
• Be entrepreneurial and demonstrate a strong work ethic.

Preferred Experience & Qualifications

• 5+ years of related experience in business operations, HR, payroll, finance, or compliance, preferably within a financial services firm.
• Proficiency in Microsoft Office, CRMs (we use Wealthbox), and portfolio managementreporting software (we use Tamarac).
• Experience with payroll preparation, benefits administration, and IT systems.
• Understanding of RIA compliance, custodial relationships, and financial industry best practices.

Compensation

• Salary range: Full time $75,000 - $95,000 based on level ofexperience. Part time hours and salary are negotiable.
• A fully paid medical plan is available at over 24 hours per week.
• Participation in our 401(k) plan with a 6% matchingcontribution.
• Variable compensation includes a profit-sharing bonus based on personal performanceand company success.
• Educational reimbursement for obtaining and maintaining professional designations.
• We live a balanced life and believe you should too.

How to Apply

Interested candidates should submit their resume and a cover letter to [e-mail]

Peak Asset Management is committed to building a diverse environment and is proud to be an equal-opportunity employer. All qualified applications will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.