Senior Human Resources Generalist

About the role

We build technology that transforms how wealth management firms operate, scale, and serve their clients. As a leading SaaS platform in the fintech space, we’re trusted by some of the largest independent broker-dealers and RIAs to power the full advisor and client experience—from portfolio construction and reporting to compliance and client engagement. This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.

Responsibilities

• Serve as a true generalist across the employee lifecycle — rolling up your sleeves on HR operations, onboarding, and business partnership, often all in the same day.
• Own end-to-end new hire onboarding: offer-to-start logistics, paperwork and compliance, first-day experience, and check-ins through the first 90 days.
• Be a go-to resource for employees and managers on policies, benefits, payroll questions, and general HR support — with the judgment to know when to escalate.
• Maintain HRIS (Rippling) data integrity, including employee changes, terminations, org updates, and compliance-related recordkeeping.
• Own immigration case management and documentation — coordinate visa sponsorship, extensions, and status changes with outside counsel, track key filing deadlines and compliance dates, and maintain accurate records across the employee's immigration lifecycle.
• Act as an HRBP for a subset of teams — supporting managers with lighter-touch coaching, performance conversations, and employee relations issues.
• Support core compliance work, including I-9s, leave administration, and state-specific filings across our multi-state workforce.
• Help plan and execute engagement, culture, and internal communications initiatives that keep people connected as we grow.
• Build and refine repeatable HR processes and playbooks — turning ad hoc practices into scalable ones as the company matures.
• Partner with Talent Acquisition, Total Rewards, and HRBP to ensure a seamless, consistent employee experience across functions.
• Jump into whatever’s needed — this role is built for someone who genuinely enjoys variety and isn’t afraid to figure things out.

Requirements

• 4–7+ years of progressive HR generalist experience spanning HR operations, onboarding, and HR business partnership.
• A scrappy, roll-up-your-sleeves mindset — comfortable operating without a large team or fully built-out infrastructure.
• Hands-on HRIS and Rippling experience required.
• Sound judgment and discretion when handling confidential or sensitive employee matters.
• Strong process orientation — able to bring structure and consistency to ambiguous or undefined situations.
• Working knowledge of employment law fundamentals (leave administration, I-9 compliance, multi-state employment).
• Excellent interpersonal and communication skills, with the ability to build trust quickly across all levels of the organization.
• A genuine enjoyment of variety — equally comfortable auditing HRIS data one hour and coaching a manager through a tough conversation the next.
• Fluent with AI tools and comfortable using them to move faster on the administrative side of HR — with the judgment to know what still needs a human.
• Bachelor’s degree or equivalent practical experience.

Benefits

• Competitive base salaries, annual performance-based bonuses, and equity opportunities.
• Comprehensive health benefits, including dental, life, and disability insurance.
• Unlimited paid time off program.

Pay

The estimated base salary range for this position is $125,000–$145,000 + bonus & equity. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications. Additionally, market data is leveraged to determine compensation, so posted figures are subject to change as new market data becomes available.

Advisor360° is currently authorized to employ individuals remotely in the following states: CA, CT, FL, GA, IL, MA, MD, ME, MI, NH, NJ, NY, NC, PA, RI, SC, TN, TX, UT, WA, VA. Applicants must reside in one of these states at the time of hire and throughout their employment unless otherwise approved by the People Team. Candidates located within 50 miles of our Needham, MA headquarters may be required to follow applicable hybrid work guidelines.