People Operations Generalist

BIP Wealth; Alpharetta (GA); On-site; USD 65,000 - 85,000; Full time

Benefits offered by this job

Revenue sharing for client referrals

Competitive base salary

Job summary

The People Operations Generalist at BIP Wealth, LLC will own end-to-end onboarding for new hires and manage day-to-day HR administration in a fast-paced, acquisitive environment.

You will support benefits administration, records, and compliance, help with acquisition integrations, and serve as a trusted partner to leaders across the organization.

Qualifications

• 2–4 years of HR experience spanning onboarding, HR administration, compliance support, and benefits administration.
• Bachelor’s degree in Human Resources/People Operations, Business Administration, or a related field preferred; equivalent experience considered.
• Working familiarity with federal and state employment law basics (FMLA, ADA, I-9/E-Verify, COBRA).

Responsibilities

• Own end-to-end onboarding for new hires.
• Serve as the primary point of contact for new hires during onboarding, ensuring a smooth, welcoming, and compliant experience.
• Design and continuously improve onboarding materials, checklists, and guidance to keep pace with headcount growth.
• Own onboarding logistics for acquisitions, executing against the integration playbook and timeline.
• Manage offboarding end-to-end ensuring a seamless exit for both employer and employee.
• Manage day-to-day HR operations and provide exceptional customer service to employees.
• Maintain accurate, compliant employee records in the HRIS/PEO system.
• Process employee changes and maintain personnel files in compliance with laws.
• Support benefits administration: open enrollment logistics and life-event changes.
• Track leave requests and documentation (FMLA, Parental, ADA, state-specific).
• Serve as a first point of contact for routine employee questions.
• Support recruiting logistics: scheduling, candidate communication, offers, ATS.
• Represent the company professionally to applicants and interns.

Skills

Onboarding

HR administration

Compliance support

Benefits administration

HRIS/PEO

ATS

Microsoft Office

Communication

Organization

Education

Bachelor’s degree in HR/People Operations or related field

Tools

HRIS/PEO

ATS

Microsoft Office

Job description

*This role requires that you live in the Atlanta area, willing to work onsite several days a week.*

THE OPPORTUNITY

Many firms say they can manage your wealth. Few can create it. At BIP, we endeavor to do both.

While other firms focus on selling, we're relentlessly focused on the science of investing. We are a Wealth Creation Engine – propelled by a unique blend of evidence-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. BIP Wealth seeks to deliver smarter, more insightful strategies for the complex needs of our clients, and a more engaging, dynamic and rewarding client experience overall.

Position Summary:

The People Operations Generalist is the second dedicated member of BIP's People Operations function, providing broad operational support across the employee lifecycle. The Generalist owns new hire onboarding end-to-end and day-to-day HR administration, provides first-line support on employee questions and routine compliance tasks, and assists with acquisition integration logistics. You will operate as a key strategic partner to the Director, trusted to lead the day-to-day operations of the People function and ensure flawless execution across all HR initiatives.

This role suits an HR professional ready to grow beyond pure coordination into broader operational ownership — comfortable managing onboarding, compliance administration, and day-to-day HR support in a fast-paced, acquisitive environment, with clear room to grow into more independent employee relations and compliance ownership as they develop in the role.

WHAT YOU WILL OWN

• Own end-to-end onboarding for new hires.
• Serve as the primary point of contact for new hires during onboarding, ensuring a smooth, welcoming, and compliant experience.
• Design and continuously improve onboarding materials, checklists, and guidance to keep pace with headcount growth.
• Own onboarding logistics for employees joining through acquisitions, executing against the integration playbook and timeline.
• Manage offboarding end-to-end ensuring a seamless exit for both BIP and the employee exiting.

HR Operations, Compliance & Recordkeeping

• Manage day-to-day HR operations and provide exceptional customer service to employees
• Maintain accurate, compliant employee records in the PEO system including new hires, changes, and terminations.
• Process employee changes (address, benefits elections, status/title changes) and maintain personnel files in compliance with federal, state, and local recordkeeping requirements.
• Support day-to-day benefits administration: open enrollment logistics, life-event changes, and coordination with the PEO/carriers.
• Track leave requests and documentation (FMLA, Parental, ADA, state-specific, flagging eligibility questions for review.

Employee Support & Performance Administration

• Serve as a first point of contact for routine employee questions related to policy, benefits, PTO, and general HR.
• Support People Operations projects and operational priorities by gathering data, preparing reports, tracking action items, documenting processes, and coordinating deliverables.
• Identify and implement opportunities to streamline HR processes, reduce manual work, improve reporting, and make better use of HR technology and automation.
• Support employee engagement initiatives, recognition programs, and company events.

Recruiting and Talent Support

• Manage full-cycle interview logistics: scheduling, candidate communication, offer coordination, and applicant tracking system.
• Support sourcing and initial candidate screening for select roles.
• Represent BIP with polish and warmth, creating a professional and welcoming experience for every applicant.
• Assist in the summer internship program's day-to-day administration: logistics, scheduling, materials, and supervisor coordination.

WHO YOU ARE

• A service-first mindset toward others to anticipate needs, respond with warmth and attentiveness, and make every employee feel valued and supported.
• 2–4 years of HR experience spanning onboarding, HR administration, compliance support, and benefits administration.
• Bachelor’s degree in Human Resources/People Operations, Business Administration, or a related field preferred; equivalent experience considered.
• Working familiarity with federal and state employment law basics (FMLA, ADA, I-9/E-Verify, COBRA).
• Good judgment about when to handle a matter directly versus escalated.
• Strong organizational skills and attention to detail; able to manage concurrent onboarding, compliance, and administrative workstreams.
• Excellent written and verbal communication skills; professional, discreet, and comfortable working with employees and leaders at all levels.
• Proficiency with HRIS/PEO and ATS systems and Microsoft Office.

WHAT SETS YOU APART

• Experience supporting HR through M&A, acquisition integration, or multi-entity organizational structures.
• Experience in financial services, RIA, or professional services.
• HR certification (PHR, SHRM-CP) or a related master’s degree - or progress toward one.
• Experience in a lean or solo-support HR function within a fast-growing company.

COMPENSATION & BENEFITS

• Competitive base salary commensurate with experience
• Revenue sharing for client referrals you generate