HR Business Partner

3 weeks ago


Omaha, United States Carson Group Holdings, LLC Full time
Job DescriptionJob Description

Who We Are

In an increasingly complex world where people are starving for someone they can trust, we stand for something simple: always put the client first. We do well by doing good for those we serve. It’s the ultimate measure. We believe in providing value beyond a doubt and in the notion that time will either expose you or promote you, based on your willingness to embrace change.

We serve financial advisors and investors through three entities, each headquartered in Omaha, Nebraska: Carson Wealth, Carson Coaching and Carson Partners. We provide coaching and partnership services to advisor firms – and straightforward financial advice to the investing public. We all share a common mission to be the most trusted in financial advice.

Who We Want

We are seeking an HR Business Partner and leader to join our dynamic team. The successful candidate will play a pivotal role in leading our financial firm through the complexities of Mergers and Acquisitions (M&A) specifically related to talent integration. This will include identifying and implementing synergy strategies, conducting HR due diligence, compensation framework mapping, organizational design, recruiting for office added through M&A, and other HR generalist duties. This role requires a strategic thinker and expertise in relationship management with an understanding of M&A processes, excellent analytical skills, and the ability to manage multiple priorities in a fast-paced environment.

What To Expect

  • M&A Strategy and Planning:

  • Collaborate with senior leadership to develop and execute HR strategies and frameworks aligning with the company’s M&A objectives.

  • Conduct thorough HR due diligence to assess potential risks, benefits, and integration challenges from structure and compensation perspectives.

  • Collaborate with Talent and other business leaders to identify M&A process improvements, enhancements, and recommendations of new solutions.

  • Synergy Identification and Implementation:

  • Identify opportunities for operational and cultural synergies between merging entities.

  • Develop and implementation integration plans to realize identified synergies, ensuring a smooth transition and alignment with business goals.

  • HR Due Diligence

  • Evaluate the target company’s HR policies, practices, and compliance status.

  • Assess employment terms, compensation structures, benefit programs, and organizational design.

  • Identify potential HR-related liabilities and development mitigation strategies.

  • Compensation and Benefits

  • Analyze and integrate compensation and benefits programs, ensuring competitive and equitable packages for all stakeholders, being flexible to growth while mitigating risk to the firm

  • Harmonize compensation structures and incentive plans post-acquisition.

  • Organizational Design and Development

  • Lead the design and restructuring of the organization to optimize efficiency and effectiveness.

  • Develop talent management strategies to support the integration process, including leadership development, succession planning and stakeholder engagement initiatives.

  • Recruiting

  • Lead ongoing recruiting for offices joining Carson through the M&A process.

  • Act as primary liaison between Carson recruiting strategy and all relevant wholly owned office stakeholders.

  • HR Generalist Duties

  • Provide comprehensive HR support across various functions, including recruitment, stakeholder relations, performance management, and compliance.

  • Serve as a trusted advisor to management on HR-related matters.

  • Main point of contact for wholly owned stakeholders and managers for HR and Talent related items including answering questions, providing department support, and forwarding requests to appropriate HR team members as needed (Benefits, Recruiting, Payroll, etc.).

  • Performs other related duties as assigned.

What You Need

  • Knowledge of HR regulations and employment law.

  • Comfort handling complex problems while escalating issues to a manager when necessary.

  • Inherent and intentional customer service skills.

  • Organized, detail oriented, able to multi-task and work with minimal supervision.

  • Ability to work with and maintain confidentiality of Human Resources information.

  • Excellent written and oral communication skills with the ability to train others and document processes.

  • A self-motivated professional who demonstrates initiative, flexibility, teamwork, and a sense of urgency.

  • Ability to interface with and influence all levels of Carson stakeholders.?

  • Accurate data entry skills and proficient in Microsoft Excel (i.e. Vlookups, pivot tables) and Microsoft Word (formatting, comparison of documents, etc.).

Preferred Education and Experience?

  • Bachelor’s degree in human resources, Business Administration, or a related field. Master’s degree or HR certification (e.g., SPHR, SHRM-SCP) preferred.

  • Minimum of 7-10 years of HR experience, prefer exposure and experience with M&A.

  • Background in the recruiting process

  • Strong understanding of M&A processes, including due diligence, integration planning, and synergy realization.

  • Excellent analytical and problem-solving skills, with the ability to handle complex and confidential information.

  • Strong project management skills and the ability to lead cross-functional teams.

  • Exceptional communication and interpersonal skills, with the ability to influence and build relationships at all levels of the organization.

  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities.

In exchange for your expertise, we offer a base salary, bonus potential, 401(k) plus matching, health benefits, and a great working environment. This is your chance to play a key role in the continued success of our company. Our culture is fast-paced, collaborative, innovative, and focused on healthy living. Carson strives to promote the health and wellness of its stakeholders by maintaining a tobacco-free workplace.

We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, gender, national origin, disability, protected veteran status, sexual orientation, age or any other characteristic protected by law.



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