HR Generalist, Talent and Development

Is working with people you want to do life with important to you? It is to us, too.

At Triad, our motto is simple: #DBDL – Do Business, Do Life. While delivering a boutique-like experience for our clients is a top priority, we believe the work we do should also inspire and empower our team members. Imagine working alongside a team that builds financial planning solutions capable of transforming the lives of thousands. If that excites you, we’d love to connect.

Who Are We?

Triad was founded on a bold idea: business growth should never come at the expense of personal freedom. We’re leading a revolution in our industry—empowering financial advisors to achieve record-breaking business growth while enjoying levels of personal freedom they once thought impossible.

We call this unique intersection of professional and personal success DBDL: Doing Business and Doing Life. It’s more than a motto; it’s the foundation of everything we do.

At Triad, every team member is a leader. Regardless of experience or job title, you’ll have the opportunity to think strategically, innovate boldly, and make a measurable impact. You won’t just follow established processes—you’ll help create them. By driving new solutions, optimizing systems, and contributing to transformative initiatives, you’ll play a pivotal role in shaping the future of our industry.

What Does DBDL Look Like for You?

Do Business: Your work at Triad will be more than checking boxes—it’s about making a meaningful difference. As part of our team, you’ll collaborate on projects that directly contribute to the success of our clients and our company.

Do Life: We understand that the best ideas happen when people feel refreshed and energized. That’s why we cultivate an environment where you can pause, recharge, and pursue what brings you joy outside of work. Whether it’s spending time with family, traveling, or exploring a passion project, we encourage you to bring balance to your life.

Let’s Build Something Extraordinary Together.

If you’re ready to work in a place where innovation meets personal fulfillment, let’s talk. At Triad, you’ll find a team that not only shares your professional drive but also values the moments that make life worth living.

About the role

The HR Generalist, Talent & Development supports the full team member lifecycle with a focus on recruitment, talent management, and learning & development. This role manages recruiting, hiring, and onboarding highly qualified candidates, strengthens HR processes, and builds scalable programs that support team member growth and development.

You will partner closely with Director of Talent and Culture support talent development, enhance recruiting, and ensure a smooth, compliant, people-focused HR function.

What you'll do

Talent Acquisition

• Consult with hiring managers to understand the requirements, duties, and qualifications desired for the specified role(s).
• Manage full-cycle recruiting, including job postings, sourcing, screening, interviews, gathering feedback and consulting on candidate selection, and candidate communication.
• Counsel hiring managers, interview teams, and candidates on the interview and hiring process.
• Arrange meeting locations, travel, and/or accommodations for applicants and hiring managers when necessary.
• Ensure compliance with employment laws, company policies, and employment opportunity (EEO) regulations throughout the hiring process.
• Track recruiting metrics and analyze market trends to support competitive hiring.

HR Generalist Responsibilities

• Administer onboarding and offboarding processes for team members.
• Manage HR operations including compensation updates, audits, and job evaluations with a focus on data accuracy and reporting.
• Provide team member relations support and escalate when needed.
• Maintain compliance with state/federal regulations and internal policies.

Talent Management

• Support performance management (goal-setting, review cycles, performance improvement initiatives).
• Build and manage training programs (leader training, onboarding modules, compliance).
• Coordinate development activities such as workshops, lunch & learns, and skill-based sessions.
• Maintain learning content and track learning engagement.

Internship Program Development

• Develop a robust internship program designed to build early-career pipelines and generate future qualified candidates.
• Partner with departments to define intern roles, scopes, and development plans.
• Build relationships with universities, career centers, and student organizations.
• Manage all aspects of the internship lifecycle, including recruitment, onboarding, orientation, program events, evaluations, and conversion opportunities.

Qualifications

• Bachelor’s degree in Human Resources, Business Administration, or a related field, or equivalent work experience.
• 3-5 years related experience required, preferably in financial services, with at least 1 year in recruiting.
• Experience with training, performance management, or internship program management strongly preferred.
• Professional certification (e.g., SHRM-CP, PHR) is a plus.