HR Integration & Onboarding Specialist

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 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

Support onboarding and integration efforts for newly acquired firms and employees. Serve as a key HR partner during acquisitions by coordinating onboarding activities, ensuring data accuracy, and facilitating a smooth transition experience. Collaborate across compensation, benefits, HR systems, and organizational design to support go-live readiness. Deliver a structured, high-quality onboarding experience that promotes employee engagement and operational success.

What To Expect

• HR Integration & Onboarding Coordination: Serve as the primary HR point of contact for onboarding-related integration activities during acquisitions. Manage onboarding and integration tasks within designated systems and processes, ensuring accuracy and timely completion. Gather, review, and coordinate HR data including employee information, compensation, benefits, and organizational structure. Partner with internal stakeholders to support transition planning and successful go-live execution.
• Compensation, Benefits & Organizational Alignment: Map employee compensation programs and pay structures into internal frameworks. Review benefit plans, identify differences, and support transition planning for incoming employees. Assist in evaluating organizational structures and reporting relationships to support integration efforts. Ensure employee data is accurate, complete, and ready for onboarding and system configuration.
• Employee Onboarding Experience: Support onboarding for employees joining through acquisitions and other hiring channels. Guide employees through onboarding steps, HR processes, and available resources. Deliver training on HR systems, tools, and workflows, including HRIS navigation. Respond to employee inquiries related to onboarding, systems access, and HR processes with professionalism and care.
• Cross-Functional Partnership & Process Improvement: Support HR Business Partners during integrations and employee transitions. Coordinate with payroll, benefits, HR operations, and other stakeholders to ensure seamless onboarding experience. Assist with documentation, process improvements, data validation, and organizational chart updates. Contribute to the development of scalable and consistent onboarding and integration practices.
• Other Duties: Perform additional tasks, duties, and responsibilities as needed or assigned by leadership to support departmental and organizational objectives.

What You Need

• Bachelor’s degree in Human Resources, Business, or related field preferred.
• Minimum of two years of experience in Human Resources, HR operations, onboarding, benefits, compensation support, or related field preferred.
• Experience supporting acquisitions, integrations, or employee transitions preferred.
• Experience with HRIS platforms and onboarding systems preferred.
• Exposure to compensation mapping, benefits analysis, or organizational design preferred.
• Strong proficiency in Excel or spreadsheet tools preferred.
• Strong organizational skills with the ability to manage multiple projects and deadlines required.
• Exceptional attention to detail and follow-through required.
• Strong communication and interpersonal skills with a customer-service mindset required.
• Ability to handle sensitive information with discretion and professionalism required. Demonstrated ability to collaborate effectively and adapt in a dynamic environment required.

EEO Statement:

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.

The total rewards expected for this role include:

• Starting annual base salary between $67,500 - 80,000.
• Variable compensation potential (Bonus and/or commissions)
• Competitive benefits including 401(k) with company contribution, PTO, Parental Leave, Medical, Dental, Vision, Health Savings Accounts, Flexible Spending Accounts, Life and AD&D Insurance, Short and Long-Term Disability, Work/Life Benefits and Holistic Wellbeing Programs.