Senior Human Resources Generalist

At Advisor360°, 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. 

What sets us apart? It's not just the tech. It's the people, the purpose, and the passion behind everything we do. 

We’re a team of builders, thinkers, and doers who believe that great companies are defined by the stories they tell and the experiences they create—internally and externally. We bring deep industry expertise, a collaborative spirit, and a commitment to innovation as we reshape what’s possible in wealth management. 

As we grow, we’re looking for teammates who are ready to roll up their sleeves, think big, and help elevate our brand in a way that reflects the bold ambitions we have for our company and the clients we serve. Join us, and be part of a company that's not only moving fast—but making it count. 

This role is hybrid, requiring three days per week onsite in our Needham, MA headquarters.  

Here’s What You’ll Do:   

• 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.

What You Bring to the Table:  

•  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.

Why You’ll Love Working Here: 

It’s not just about work—it’s about building a career and enjoying the ride! Here’s what you can expect:

We believe in recognizing and rewarding performance. Our compensation package includes competitive base salaries, annual performance-based bonuses, and the chance to share in the equity value you and your colleagues create during your time with the company. We offer comprehensive health benefits, including dental, life, and disability insurance. We also trust our employees to manage their time effectively, which is why we offer an unlimited paid time off program to help you perform at your best every day.  

Join us on this journey. Advisor360° is an equal opportunity employer committed to a diverse workforce. We believe diversity drives innovation and are therefore building a company where people of all backgrounds are truly welcome and included. Everyone is encouraged to bring their unique, authentic selves to work each and every day. The way we see it, we are here to learn from each other.   

The estimated base salary range for this position is $125,000–$145,000 + bonus & equity. 

Advisor360° provides an estimate of the compensation for roles that may be hired as required by state regulations. Compensation may vary based on factors including, but not limited to, individual candidate experience, skills, and qualifications.

Additionally, Advisor360° leverages current market data to determine compensation, therefore posted compensation figures are subject to change as new market data becomes available. The salary, other forms of compensation, and benefits information is accurate as of the date of this posting. Advisor360° reserves the right to modify this information at any time, subject to applicable law.

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.

While we are interested in qualified applicants who are permanently eligible to work for any employer in the United States, we are unable to sponsor or take over sponsorship for employment visas at this time.

To all recruitment agencies: We do not accept unsolicited agency resumes and are not responsible for any fees related to unsolicited resumes.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.