Human Resources Generalist | Wealth Management

Thread line Wealth is an independent SEC‑registered investment adviser serving high‑net‑worth individuals, families, and business owners. We combine sophisticated wealth management and investment solutions with a highly personalized client experience.

We are a modern independent firm focused on long‑term growth, operational excellence, and thoughtful collaboration across advisory, investment, operations, and client service teams.

We are seeking an experienced and highly organized HR Generalist to support the day‑to‑day HR operations of a growing professional services firm. This role will serve as the primary internal coordinator for payroll administration, recruiting, onboarding/offboarding, employee administration, and HR processes, working closely with firm leadership and the firm’s PEO.

The ideal candidate is adaptable, resourceful, and execution‑oriented, with the ability to manage shifting priorities and support a consistent, professional employee experience within a fast‑paced and evolving organization. Professional services experience preferred.

This position is based in Bellevue, Washington. We anticipate a hybrid work arrangement, with regular in‑office collaboration expected approximately 1‑2 days per week. Remote work flexibility is supported, with occasional travel for team meetings and visits to other firm locations across the West Coast. This position is classified as exempt under applicable wage and hour laws.

• Serve as the internal liaison with the firm’s PEO partner
• Support payroll, benefits administration, leave coordination, and employee HR processes
• Maintain accurate employee records, HR documentation, and HR systems administration
• Respond to routine employee and manager HR‑related questions
• Exercise sound judgment in supporting employee administration, HR processes, and operational matters

• Coordinate onboarding and offboarding processes, workflows, documentation, and employee communications
• Support employee relations matters and help maintain a professional employee experience
• Assist with HR policies, procedures, and process administration
• Coordinate job postings, candidate communications, interview scheduling, and offer processes
• Partner with hiring managers to coordinate and help drive the recruiting and hiring process from posting through onboarding
• Support training, performance management, and employee development initiatives over time

• Support HR policies, procedures, compliance processes, and documentation requirements in partnership with the PEO
• Coordinate HR reporting, tracking, and administrative requirements
• Assist with audits, process improvements, and development of scalable HR operations

• 3–7+ years of HR generalist, HR operations, or HR administration experience
• Bachelor’s degree in Human Resources, Business Administration, or a related field preferred
• Experience supporting payroll, onboarding, recruiting, employee administration, and HR processes
• Experience working within or alongside a PEO‑supported environment preferred
• Professional judgment and ability to handle sensitive information with discretion
• Ability to work effectively with leadership and cross‑functional teams
• Professional services experience (RIA, accounting, consulting, legal, or similar) preferred
• Experience supporting a growing organization preferred
• SHRM‑CP, PHR, or similar certification is a plus but not required.

• Strong organizational skills, attention to detail, and follow‑through
• Ability to manage multiple priorities in a fast‑paced environment
• Strong interpersonal and communication skills
• Sound judgment, professionalism, and a high level of discretion and…