Talent and Culture Specialist

About this position

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

#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 Talent and Culture Specialist creates thoughtful, memorable experiences for both Triad Members and Team Triad. This role owns external member gifting and recognition, team member celebrations and recognition programs, and the culture calendar. This role is also designed as a development opportunity: with mentorship from the Director of Talent and Culture, the Specialist will progressively build skills in core HR support, including scheduling, record keeping, talent sourcing, document management, and HR projects.

The ideal candidate is detail-oriented, creative, eager to learn, and takes pride in making every gift and celebration feel personal and well executed.

What you'll do External Member Gifting and Recognition

• Own gifting for Triad Members, including birthdays, memorials, support gifts, and other special occasions, ensuring each gift is thoughtful and personalized.
• Run the birthday report regularly to capture new birthdays, and maintain the member gifting calendar and gifting spreadsheet so no occasion is missed.
• Research member preferences through the Triad Survey, Jot Form survey responses, and outreach to members or internal teams; research gifts, obtain approval, wrap each gift, add a handwritten note, and schedule delivery for the occasion date when possible.
• Respond to Culture Inbox requests from members, and post to Teams so the internal team can celebrate with the member.
• Fulfill contest winner gifts (Sweat Challenge, social media), DBDL Academy call gift card drawings, Large Experience room…