Firm Background
U.S. Capital Wealth (“USCW”) is a full-platform wealth management firm (Registered Investment Advisor and Broker Dealer) with multiple locations. USCW is majority owned by Arax Investment Partners (“Arax”), a premier wealth management platform company backed by RedBird Capital Partners (“RedBird”).
USCW’s mission is to combine the deep experience and expertise of its financial advisor teams with the significant breadth and depth of its investment strategies and solutions to deliver exceptional client experience.
Position Description
Title: HR Generalist / Recruiter
Location: 100% Remote
Reports To: HR Manager
Benefits: Full benefits
Compensation: $75,000 – $85,000 base salary + 10% target bonus
FLSA Status: Full-time, Exempt
Position Summary
The HR Generalist / Recruiter supports the day-to-day execution of human resources functions with a primary focus on full-cycle recruiting, onboarding, and employee support across the organization. This role is especially critical in supporting both organic growth and inorganic growth through acquisitions, ensuring a seamless candidate and employee experience throughout the hiring and onboarding lifecycle. This position partners closely with hiring managers and leadership across the RIA/Broker Dealer platform to attract top talent, maintain HR compliance, support employee relations, and assist with HR operations and special projects. The ideal candidate is highly organized, proactive, relationship-driven, and comfortable operating in a fast-paced, evolving environment.
Key Responsibilities
Talent Acquisition & Recruiting
- Manage full-cycle recruiting for corporate and operational roles across the RIA/BD platform
- Partner with hiring managers to define position requirements, compensation alignment, and hiring strategy
- Draft and post job descriptions across multiple platforms
- Source, screen, and coordinate interviews for qualified candidates
- Manage candidate communications and ensure a high-quality candidate experience
- Coordinate offer letters, pre-employment screenings, and background checks
- Support recruiting efforts related to mergers, acquisitions, and advisor team transitions
- Track recruiting metrics and provide reporting to HR leadership
Onboarding & Integration
- Coordinate new hire onboarding for both organic hires and acquired employees
- Facilitate onboarding schedules, orientation, training, and new hire documentation
- Partner cross-functionally with IT, Operations, Payroll, and leadership to ensure smooth transitions
- Support employee integration efforts during M&A activity, including employee communication and documentation
HR Generalist Support
- Serve as a first point of contact for employee questions related to policies, benefits, and HR processes
- Assist with employee relations matters, documentation, and follow-up
- Support benefits administration, enrollment, and employee education
- Maintain employee records and ensure HRIS accuracy and compliance
- Assist with performance management processes and annual HR cycles
- Support policy updates, handbook maintenance, and compliance initiatives
- Participate in HR projects related to process improvement, engagement, and retention
Compliance & Administration
- Ensure compliance with federal, state, and employment laws across multiple states
- Support audits, reporting, and documentation related to HR and recruiting
- Maintain confidentiality and professionalism in all employee matters
- Uses sound judgment, critical thinking, and honest, clear and professional communication in handling all duties and responsibilities
Qualifications
Required
- Bachelor’s degree in human resources, Business, or related field preferred
- 3–5+ years of HR Generalist and/or Recruiting experience
- Experience managing full-cycle recruiting in a professional services, financial services, RIA, or Broker Dealer environment preferred
- Strong knowledge of employment law and HR best practices
- Experience supporting onboarding and employee transitions
- Excellent communication, organization, and relationship-building skills
- Critical thinking, problem-solving and project management skills
- Strong attention to detail and ability to manage multiple priorities
- Proficiency with HRIS, ATS platforms, and Microsoft Office Suite
- Willingness to travel up to 20% of time
Preferred
- Experience supporting M&A integrations or rapid-growth environments
- Experience working in a multi-state employer environment
- SHRM-CP, PHR, or similar certification preferred
