People Operations Manager

About Embarc Advisors

Embarc Advisors was founded to break the mold of traditional finance careers - built by a former Goldman Sachs banker and McKinsey consultant who saw a better way to do this work. We're one of the fastest-growing firms in our space, with revenue up nearly 3x over the past three years and multiple repeated rankings on the Inc. 5000 list of America's fastest-growing private companies. We're scaling fast, and we're doing it without sacrificing the culture that got us here.

Role Overview

Job Type: Full time
Position Location: Remote (Mountain and Central time zones preferred)

Responsibilities

• PEO Coordination & HR Administration
• Serves as the firm's primary point of contact with its PEO for HR administration, benefits enrollment, payroll processing, and compliance filings.
• Coordinates open enrollment, benefits changes, and leave administration in partnership with the PEO.
• Maintains accurate employee records and ensures data consistency between internal systems and the PEO platform.
• Fields employee HR inquiries and resolves or escalates to the PEO as appropriate.
• Recruiting
• Manages full-cycle recruiting: job postings, sourcing, screening, interview coordination, and offer administration.
• PARTNERS WITH PRACTICE LEADS TO ESTABLISH HIRING CRITERIA AND STRUCTURED, WORK-SAMPLE-BASED INTERVIEW PROCESSES.
• Administers employee referral programs and recruiting-related reporting (pipeline, time-to-fill, source effectiveness, cost-per-hire).
• Onboarding, Professional Development & Offboarding
• OWNS NEW-HIRE ONBOARDING, PAPERWORK, SYSTEMS-ACCESS COORDINATION WITH THE PEO, ORIENTATION, AND 30/60/90-DAY RAMP PLANS.
• DESIGNS AND DELIVERS PROFESSIONAL DEVELOPMENT AND TRAINING PROGRAMS; TRACKS COMPLETION AND EFFECTIVENESS.
• SUPPORTS CAREER-PATHING AND COMPETENCY FRAMEWORKS IN PARTNERSHIP WITH PRACTICE GROUP LEADERS.
• MANAGES TERMINATION PROCESSING (VOLUNTARY AND INVOLUNTARY), INCLUDING PEO COORDINATION, FINAL-PAY COMPLIANCE, AND COBRA/BENEFITS-CONTINUATION NOTICES.
• CONDUCTS EXIT INTERVIEWS AND TRACKS ATTRITION TRENDS (VOLUNTARY VS. INVOLUNTARY) BY PRACTICE GROUP.
• ENSURES TERMINATIONS FOLLOW DOCUMENTED, LEGALLY COMPLIANT PROCESSES CONSISTENT ACROSS ALL STATES OF OPERATION.
• Multi-State Compliance, Benefits, 401(k) & Payroll
• ENSURES COMPLIANCE WITH MULTI-STATE EMPLOYMENT LAWS IN PARTNERSHIP WITH THE PEO AND OUTSIDE COUNSEL AS NEEDED.
• COORDINATES 401(K) PLAN ADMINISTRATION, ENROLLMENT, CONTRIBUTIONS, COMPLIANCE TESTING, AND ANNUAL FILINGS, WITH THE PLAN PROVIDER AND/OR PEO.
• COORDINATES IMMIGRATION AND WORK-AUTHORIZED MATTERS IN PARTNERSHIP WITH THE PEO, OUTSIDE COUNSEL, AND AFFECTED EMPLOYEES, INCLUDING SPONSORSHIP NEEDS, REQUIRED DOCUMENTATION, FILING TIMELINES, AND ONGOING COMPLIANCE.
• OVERSEES PAYROLL ACCURACY IN PARTNERSHIP WITH THE PEO, INCLUDING MULTI-STATE TAX WITHHOLDING, AND RESOLVES DISCREPANCIES PROMPTLY.
• Maintains and updates the employee handbook and HR policies to reflect current multi-state requirements.
• Budget Alignment, Cost Reduction & Vendor Negotiation
• PARTNERS WITH THE COO TO BUILD AND MANAGE THE ANNUAL HR, BENEFITS, PEO, AND RECRUITING OPERATING BUDGET, TRACKING EXPENSES AGAINST PLAN AND FLAGGING VARIANCES.
• LEADS NEGOTIATIONS WITH THE PEO, BENEFITS CARRIERS, 401(K) PROVIDER, AND RECRUITING VENDORS TO SECURE FAVORABLE PRICING, TERMS, AND RENEWAL RATES.
• IDENTIFIES AND EXECUTES COST-REDUCTION OPPORTUNITIES ACROSS BENEFITS DESIGN, STAFFING LEVELS, AND VENDOR CONTRACTS WITHOUT COMPROMISING EMPLOYEE EXPERIENCE OR COMPLIANCE.
• BROWS COMPENSATION EXPERTISE TO MARKET BENCHMARKING, OFFER STRUCTURING, AND BONUS/INCENTIVE PLAN DESIGN; PARTNERS WITH LEADERSHIP ON PAY EQUITY AND POSITIONING.
• Performance Metrics & Capacity Management
• DESIGNS AND IMPLEMENTS PERFORMANCE-METRIC FRAMEWORKS AND SCORECARDS BY ROLE, TIED TO THE FIRM'S EOS SCORECARD AND PRACTICE-GROUP KPIS.
• TRACKS INDIVIDUAL AND TEAM PERFORMANCE DATA, PARTNERING WITH PRACTICE LEADS ON REVIEW CYCLES, CALIBRATION, AND DEVELOPMENT PLANNING.
• MANAGES CAPACITY AND UTILIZATION PLANNING ACROSS STRATEGIC FINANCE, TRANSACTION DILIGENCE, AND CORPORATE DEVELOPMENT, FORECASTING STAFFING NEEDS AGAINST WORKLOAD AND PIPELINE.
• PARTNERS WITH PRACTICE LEADS TO FLAG CAPACITY GAPS OR OVERAGES AND INFORM HIRING, CROSS-STAFFING, OR WORKLOAD-REBALANCING DECISIONS.
• Data, AI & Process Optimization
• APPLIES AI TOOLS ACROSS THE EMPLOYEE LIFECYCLE TO OPTIMIZE PROCESSES, SCREENING, POLICY DRAFTING, PERFORMANCE-METRIC ANALYSIS, COMMUNICATIONS, AND REPORTING.
• EVALUATES AND PILOTS EMERGING AI/HR-TECH TOOLS, RECOMMENDING ADOPION WHERE THEY IMPROVE EFFICIENCY, ACCURACY, OR COST.
• BUILDS AND MAINTAINS HR DASHBOARDS AND METRICS (HEADCOUNT, ATTRITION, TIME-TO-FILL, RAMP SUCCESS, BENEFITS UTILIZATION, COST-PER-HIRE, CAPACITY/UTILIZATION).
• PROACTIVELY IDENTIFIES AND IMPLEMENTS PROCESS IMPROVEMENTS ACROSS THE EMPLOYEE LIFECYCLE.

Qualifications

• 5+ years of experience in human resources, people operations, or a related role.
• Bachelor's degree with relevant undergraduate focus.
• Exceptional organizational and project management skills.
• Strong written and verbal communication abilities.
• Ability to manage multiple priorities simultaneously while remaining calm, maintaining attention to detail, and aligning with broader business priorities.
• High level of professionalism and discretion handling confidential information.
• Strong judgment, business acumen, and problem-solving skills, with the ability to learn quickly and make informed decisions.
• Demonstrated ability to be proactive, responsive, and comfortable anticipating needs before being asked.
• Entrepreneurial self-starter mindset and dedication to improving processes and creating structure.
• Advanced proficiency with Microsoft 365, including Outlook, Teams, Word, Excel, and PowerPoint.
• Able to work within HCM software modules.
• Experience using AI tools to drive automation, organization, and efficiency.

Preferred Experience

• Operating effectively in a fast-paced and evolving environment.
• Experience in professional services, consulting, finance, investment banking, M&A advisory, legal services, accounting, or a related industry.
• Familiarity with iSolved software, Docusign, and project management tools.