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Wealth.com is a leading advanced planning platform trusted by major global finance institutions. The company combines proprietary AI with deep technical expertise to serve wealth planning clients and has won multiple industry awards including Top Estate Planning Technology (2025) and Best Technology Provider in the Trust category (2024).
You will build and lead Wealth.com's People Operations function with an AI-native approach from the ground up. The goal is to create a world-class operation that remains under 3% of company headcount even as the organization scales. You will own the complete employee lifecycle—from offer acceptance through offboarding—and lead critical conversations with managers and employees.
Key responsibilities include:
- Employee Relations: Own performance conversations, documentation, improvement plans, investigations, and exits end-to-end. Coach managers through difficult situations and escalate appropriately to senior leadership or outside counsel.
- Payroll, Benefits & Leave: Run payroll across US and international teams. Manage benefits administration with brokers and 401(k) providers. Oversee leave administration with particular attention to accuracy and employee support during vulnerable moments.
- Program Rollouts: Ensure compensation decisions, promotions, performance cycles, and benefits changes flow correctly through all systems, paychecks, and employee communications.
- Compliance: Manage multi-state and international employment compliance, contractor classification, I-9 verification, and required training tracking.
- HRIS Ownership: Lead Paylocity implementation and maintain it as the system of record for employee data, roles, compensation, and reporting relationships.
- Onboarding & Offboarding: Execute flawless onboarding and offboarding programs consistently.
- Automation & Efficiency: Build automated systems that connect payroll, benefits, leave, and onboarding while maintaining a personal employee experience. Systematically retire manual work weekly.
The role emphasizes using AI and automation to handle repetitive tasks, freeing you to focus on high-touch employee relations and strategic HR work. Success in 12 months means zero day-one failures, perfect leave administration, trusted Paylocity implementation, managers equipped to handle difficult conversations with proper documentation, and a documented list of manual processes automated.
Requirements:
- 6+ years in People Operations or HR, with substantial hands-on experience at a fast-growing company
- Demonstrated experience running payroll, benefits, and multi-state leave for distributed teams; ability to discuss what broke and how you caught it
- End-to-end ownership of employee relations cases with documentation that would withstand scrutiny
- Track record of earning manager trust and being their first call before problems escalate
- Experience implementing HRIS or payroll systems and maintaining data integrity post-launch
- Builder mindset: you've created automations yourself and can demonstrate one; you design systems to eliminate recurring questions
- Judgment under pressure: reputation for making sound decisions in high-stakes situations; ability to say no to anyone, including the CEO, with confidence
- Genuine passion for building and caring about the person behind every ticket
- Nice to have: international payroll or employment experience
