Job Description

Human Resources Business Partner (HRBP)

Private Wealth Management Firm
San Francisco, CA (Onsite)

A growing private wealth management firm is seeking an experienced Human Resources Business Partner (HRBP) to lead and manage the firm’s people operations function. This role combines strategic HR leadership with hands-on execution across employee experience, talent acquisition, performance management, compliance, and organizational development.

The ideal candidate is a proactive, highly organized HR professional who thrives in an entrepreneurial environment and enjoys building scalable processes while supporting a collaborative, high-performing culture. This is an opportunity to work closely with leadership and make a meaningful impact across the organization as the firm continues to grow.

Key Responsibilities

People Operations & Employee Experience

• Serve as the primary point of contact for employee questions related to policies, procedures, benefits, and workplace matters

• Manage the full employee lifecycle including onboarding, employee engagement, development, and off-boarding

• Maintain and improve HR policies and procedures to support both firm culture and compliance requirements

• Lead employee engagement and culture-building initiatives

• Handle employee relations matters with professionalism, discretion, and sound judgment

• Maintain accurate and confidential employee records and HR documentation systems

Talent Acquisition & Recruiting

• Partner with hiring managers to develop job descriptions and candidate profiles

• Manage full-cycle recruiting processes including sourcing strategy, interview coordination, candidate communication, and offer management

• Ensure a high-quality candidate experience throughout the hiring process

• Coordinate background checks, reference checks, and onboarding documentation

• Track recruiting metrics and continuously improve hiring processes and workflows

Performance Management & Development

• Oversee performance management processes including review cycles, goal setting, and feedback programs

• Partner with managers to support employee development and career growth planning

• Coordinate learning and development initiatives, training programs, and professional development opportunities

• Support succession planning and broader talent development initiatives

HR Compliance & Risk Management

• Ensure HR practices comply with federal, state, and local employment laws

• Maintain employee handbook, policies, and compliance documentation

• Coordinate HR compliance training and required record-keeping

• Partner with external legal counsel and advisors on employment-related matters as needed

• Monitor adherence to internal HR policies and best practices

Qualifications

• 5–7 years of progressive HR experience, ideally within professional services, financial services, or a fast-paced corporate environment

• Strong understanding of employee relations, recruiting, performance management, and HR operations

• Experience with HRIS systems, performance management platforms, and compliance tools

• Excellent written and verbal communication skills with strong discretion and professionalism

• Highly organized with exceptional attention to detail and follow-through

• Ability to work independently while partnering effectively across teams and leadership

• Comfortable managing multiple priorities in a dynamic, evolving environment

• Strong judgment, adaptability, and strategic thinking skills

Benefits & Perks

• Competitive compensation with discretionary bonus potential

• Comprehensive health and wellness benefits

• Professional development opportunities

• Collaborative and team-oriented culture

• Opportunity to partner closely with leadership and help shape the employee experience

• Stable and growing organization with long-term growth potential