Posting Description

Who We Are:

We are a newly independent wealth management firm, with approximately $500 million in revenue, recently carved out from a larger parent company and acquired by a leading private equity sponsor. With a strong foundation of client relationships, acquisitions, and growth potential, we are in the process of standing up new systems, processes, and controls to support our next phase of expansion. This is a unique opportunity to help shape the tax infrastructure of a high-growth platform from the ground up.
Summary: The Talent Management & Development Specialist plays a key role in strengthening organizational capability, driving performance, and operationalizing compliance-related learning initiatives across the employee lifecycle. Reporting to the Chief People Officer, this position designs and delivers impactful development programs while partnering closely with Legal and HR leadership to execute compliance training requirements effecti...