Senior Employee Relations Partner

About the Role

Kestra Holdings provides industry‑leading wealth management platforms for independent financial professionals. The Senior Employee Relations Partner serves as a trusted advisor to leaders and employees, offering expertise in employee relations, workplace investigations, performance management, policy interpretation, and employment‑related risk. This individual contributor works closely with managers, Human Resources, Compliance, and Legal to promote a positive employee experience while ensuring fair, consistent, and compliant people practices.

Responsibilities

• Employee Relations & Workplace Investigations
  • Manage complex employee relations matters in partnership with HR Business Partners and key stakeholders.
  • Conduct thorough, objective, and well‑documented investigations; present findings and recommendations.
  • Assess organizational and legal risk while balancing employee experience and business objectives.
  • Identify trends and recommend proactive solutions to improve workplace culture and reduce recurring issues.
  • Manage unemployment claims, coordinating documentation and ensuring compliant claim handling with HR, Legal, and third‑party administrators.
• Manager Coaching & Consultation
  • Provide consultation and guidance to leaders on employee relations issues and workplace concerns.
  • Coach managers on performance management, difficult conversations, conflict resolution, corrective actions, documentation, and accountability.
  • Guide leaders in consistent application of company policies and employment practices.
• Policy Interpretation & Compliance
  • Interpret and apply company policies, procedures, and employment practices fairly and consistently.
  • Provide guidance on compliance with federal, state, and local employment laws.
  • Partner with HR Business Partners and Legal on complex or high‑risk matters, supporting legal strategy, risk assessment, and execution.
  • Support policy development, updates, and manager education efforts.
• Organizational Effectiveness
  • Develop and deliver training related to employee relations and performance management.
  • Analyze employee relations trends and recommend escalations to HR leadership.
  • Maintain confidentiality while handling sensitive employee and business information.
  • Participate in enterprise‑wide HR projects and strategic initiatives as needed.

Qualifications

• Bachelor’s degree in Human Resources, Business Administration, Psychology, Industrial Relations, or a related field.
• 5–8 years of progressive HR experience with significant expertise in employee relations.
• Proficiency with Microsoft Office and HRIS systems; experience with Dayforce preferred.
• Demonstrated experience conducting complex workplace investigations and managing sensitive employee matters.
• Strong knowledge of employment law, HR best practices, and risk mitigation strategies.
• Experience influencing leaders and navigating complex organizational situations.
• Excellent communication, facilitation, conflict resolution, and relationship‑building skills.
• Ability to maintain confidentiality and exercise sound judgment in highly sensitive situations.
• Experience supporting a multi‑state workforce preferred.
• Experience in financial services or other highly regulated industries preferred.

Benefits

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k) plan and health insurance.
• Supportive, collaborative environment committed to professional excellence.
• Opportunities to help clients navigate meaningful financial decisions.
• Training, development, and long‑term growth opportunities within the firm.
• Tuition reimbursement for qualified expenses.

Internal Application Policy

Internal applicants must be in good standing, have a minimum of one year of service with Kestra, and have at least one year in their current role unless approved by the EVP.

Values

• Serve
• Make it Happen
• One Team