Sr Employee Relations Specialist

About Wealth Enhancement

Wealth Enhancement is an independent wealth management firm with an endless passion for enriching the lives of our clients. We continually seek to perfect our craft of personalized financial planning with our team-based Roundtable and Uni Fi processes that go far beyond the standard approach. We proudly provide unique financial plans and investment management services to over 90,000 households from our over 175 offices - and growing - nationwide.

Since 1997, Wealth Enhancement has tirelessly raised the standard of wealth management with specialized knowledge and more attentive service that helps every client craft their future. For more information, please visit

This is a Remote position.

In the spirit of pay transparency, we are excited to share the base salary range for this position is $ to $, exclusive of bonuses and benefits.

• Manage a portfolio of employee relations cases from intake through resolution.

• Provide guidance to managers on employee performance concerns, conduct issues, attendance, workplace conflict, and policy violations.

• Conduct prompt, thorough, and impartial investigations involving employee complaints, harassment allegations, discrimination concerns, retaliation claims, and other workplace issues.

• Document investigations, findings, recommendations, and outcomes in accordance with company standards.

• Analyze case trends and recommend proactive actions to reduce recurring workplace issues.

• Coach leaders on effective employee management practices.

• Partner with managers on performance improvement plans, disciplinary actions, and separation decisions.

• Provide recommendations that balance business needs, employee experience, legal compliance, and organizational values.

• Support organizational changes, restructures, and workforce transitions.

• Interpret and apply company policies consistently across the organization.

• Ensure compliance with federal, state, and local employment laws.

• Partner with Legal and HR leadership on complex employee relations matters.

• Assist with reviewing and updating policies, procedures, and workplace practices.

• Maintain knowledge of employment law developments and emerging workplace trends.

• Facilitate conversations and interventions to resolve workplace conflicts.

• Promote respectful workplace behaviors and foster positive employee relations.

• Support employee engagement initiatives and help leaders address workplace concerns proactively.

• Serve as a trusted resource for employees seeking guidance on workplace issues.

• Maintain accurate case documentation and records.

• Track key employee relations metrics and trends.

• Prepare reports and insights for HR leadership regarding case volume, themes, risks, and resolution effectiveness.

• Identify opportunities to improve processes, manager capability, and employee experience.

• Develop and deliver training for leaders on employee relations best practices.

• Educate managers on performance management, documentation, investigations, accommodations, and policy application.

• Support the creation of tools, templates, and playbooks that improve consistency across the organization.

• Use approved AI and digital tools to simplify work, improve service quality, and increase efficiency, while validating outputs for accuracy, privacy, and business alignment.

• Identify and escrow inaccurate information and knowledge gaps, or issues related to digital tools

• Required:
  
  Bachelor's degree in Human Resources, Business Administration or equivalent, demonstrated through one or a combination of the following: work experience, training, military experience, education

• 7+ years of progressive Human Resources experience with significant employee relations responsibility.

• Demonstrated experience conducting workplace investigations and managing complex employee relations matters.

• Strong knowledge of employment laws and HR compliance requirements.

• Experience advising managers on performance management, corrective action, and terminations.

• Excellent verbal, written, and interpersonal communication skills.

• Ability to maintain strict confidentiality and exercise sound…