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Barnum Financial Group · Shelton, Connecticut
This role is intentionally designed as a hybrid operational and developmental position within Barnum’s evolving Human Capital function. The immediate business need is heavily focused on operational execution, supporting onboarding, recruiting, employee and advisor support activities, and day-to-day workflow management. During the first 12–18 months, the majority of responsibilities will involve hands-on coordination, administration, operational support, and process execution that are critical to the success of the department and overall organization.
At the same time, Barnum is seeking someone who brings curiosity, strong business judgment, systems thinking, and a technology-forward mindset. As organizational knowledge and operational expertise grow, this individual will have opportunities to contribute to workflow optimization, process improvement, operational efficiency, technology enablement (including AI-supported solutions), employee experience initiatives, and strategic projects, ultimately expanding their consultative impact within the firm.
Job purpose
At Barnum, the Human Capital function operates differently than a traditional HR department. In addition to supporting core HR functions such as recruiting, onboarding, payroll and benefits administration, employee relations, and policy management, the
Human Capital Consultan t also serves as an operational and strategic partner to the firm’s financial advisor network. This involves supporting licensing and credentialing, training initiatives, and experience programs designed to help our associates succeed.
The ideal candidate is adaptable, highly organized, and technology-savvy, with a passion for client service and a collaborative mindset. This individual acts as a positive role model for the firm’s values and vision while effectively managing shifting priorities in a fast-paced environment.
Work Activities
Source, screen, interview, refer and track candidates for internal firm positions
Create and deliver an exceptional, welcoming onboarding experience for all new hires
Manage, maintain, and continuously improve onboarding processes for all associates
Serve as a point of contact for employee inquiries, addressing issues promptly while maintaining confidentiality
Support hiring managers with onboarding, training coordination, and new-hire integration
Conduct concierge-style meetings with hiring managers to provide guidance and support on employee lifecycle needs, questions, and best practices, including recruiting, onboarding, engagement, and performance-related topics
Coordinate, plan, and support monthly new-hire Orientation classes, including scheduling, logistics, materials, and participant communication to ensure timely preparation and successful execution
Conduct 30- and 90-day check-in reviews with new hires and facilitate exit interviews to gather feedback and support continuous improvement
Monitor and manage the HR team mailbox on a rotating basis, responding to inquiries in a timely, professional manner and escalating issues as appropriate
Proactively manage and update internal systems and platforms (e.g., Salesforce) to ensure data accuracy
Maintain reports, guides, policies, procedures, manuals and employee/contractor handbooks
Maintain working knowledge of Equal Employment Opportunity (EEO) and affirmative action laws and guidelines
Understand and be able to explain employee benefit options and assist with enrollment.
Provide ad hoc support for special projects, escalations, and departmental initiatives as needed
Plan and execute firm events and initiatives that strengthen culture and engagement
Growth within the role will be influenced by demonstrated performance, initiative, business acumen, adaptability, and organizational needs.
Highly organized with strong attention to detail
Professional demeanor with a client-first attitude
Solution-oriented with a proactive and adaptable mindset
Strong time-management skills with ability to manage competing priorities and meet deadlines
Flexible, resourceful, and team-oriented, with a willingness to step in and contribute wherever support is needed as business needs evolve
Ability to collaborate effectively and build and maintain strong working relationships
Use of sound judgement and proven discretion and ability to maintain client confidentiality
Ongoing understanding of Human Resources principles, practices, and procedures, with a commitment to ongoing learning
Strong systems orientation with workflow and process improvement capabilities
Ability to thrive in an ever-changing, fast-paced environment.
Proficient with Microsoft Office suite (Excel, Word, PowerPoint, Teams, Outlook) and Zoom.
Minimum Qualifications
Bachelor's degree in Human Resources or related field and/or equivalent professional experience
At least three years of related professional experience in Human Resources, Operations, Talent Acquisition, Business Support, Financial Services Operations, or related environments
Experience supporting onboarding, recruiting, employee experience, or HR operations is preferred
Exposure to licensing, credentialing, or financial services operations is a plus
General knowledge of labor law and employment equity regulations
Experience leveraging technology platforms and AI-enabled tools within daily workflows strongly preferred
Computer-literacy with capability in Microsoft Office and related business tools
SHRM-CP, PHR or related professional certification credential is a plus
CRN202906-11434761.
Details
| Company | Barnum Financial Group |
| Location | Shelton, Connecticut |
| Type | FULL TIME |
| Niche | Full-time |