Human Resources Generalist

Baker Street Advisors; San Francisco (CA); On-site; USD 115,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Life insurance

401(k)

Paid time off

Job summary

Baker Street Advisors, LLC, a San Francisco-based wealth management firm, is seeking an HR Generalist to lead talent acquisition, performance management, and people operations on the Corporate Operations team. You will own HR data analytics, ensure compliance, and serve as a trusted advisor to an amazing team of professionals.

This role requires strategic thinking, independence, and the ability to balance policy with client service in a highly regulated financial services environment.

Qualifications

• 5–9 years of progressive HR generalist experience in a professional or financial services organization.
• BA/BS degree or equivalent practical HR experience; MBA or graduate degree a plus.
• Business acumen – linking HR processes to business needs; confidentiality and discretion.

Responsibilities

• Lead Talent Acquisition: define roles and profiles, manage end-to-end recruitment, coordinate onboarding.
• Oversee Performance Management: align review calendars, manage cycles in Lattice, coach managers.
• Oversee People Operations: manage lifecycle from onboarding to offboarding, handle employee inquiries and benefits questions.
• Support HR Compliance & Risk: develop policies compliant with laws and regulations, maintain documentation.
• Analyze HR data to drive attraction, retention, and engagement strategies.

Skills

Analytical skills

Problem solving

Project management

Interpersonal communication

Team player

Curiosity / learning mindset

Attention to detail

Discretion / confidentiality

Change champion

Data analytics

Education

BA/BS degree or equivalent practical HR experience

MBA or graduate degree

Tools

Excel

PowerPoint

MS Office

Lattice

Paychex

TriNet

Job description

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

Estimated base pay range: $115,000 - $170,000

Actual compensation will be determined on an individual basis and may vary depending on experience, skills, and qualifications. Full benefits include health, dental, life insurance, 401(k), and a generous PTO policy.

Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records.