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Modera Wealth Management, LLC
Westwood, NJ, United States
6 days ago
Modera Wealth Management, LLC
Westwood, New Jersey, United States
6 days ago


Modera Wealth Management, LLC is a comprehensive wealth management firm with offices in Boston, MA, Westwood, NJ, Wayne, PA, Charlotte, NC, Atlanta, GA, and Inverness, FL. We are an independent, fee-only firm that provides clients with financial planning and investment management. 

We are seeking a Chief Human Resource Officer to join our team.  This is a full-time position that will ideally be in one of our many centrally located offices:  Westwood, NJ, Boston, MA, Wayne, PA, Charlotte, NC, or Atlanta, GA.

Modera has been awarded among the 2020 Barron’s Top 100 Registered Investment Advisor Firms as well as named as one of Pensions & Investments Best Places to Work in Money Management for the sixth year (2020, 2019, 2018, 2017, 2012). The work culture of the firm promotes collaboration, professional growth, and a commitment to providing exceptional client service.

Essential Duties and Responsibilities:

  • Be the strategist in charge of growing and nurturing the supply of our most important resource: our people.  Specifically, work will center on:
    • Overarching Talent Strategy & Leadership
      • Work with the CEO and executive leadership team to set a strategic vision and priorities for all talent work.
      • Participate at the executive level in decisions about strategic priorities and planning, ensuring talent management is fully integrated.
      • Facilitate staff connectivity to firm’s purpose, values and vision and clear line of sight between staff roles and achievement of firm goals.
      • Ensure that diversity, equity and inclusion is woven into all talent-related activities.
      • Develop and support all managers to become high-skilled “talent champions.”
    • Recruitment and Hiring
      • Actively promote the organization as a great place to work, build the “employer brand” with potential hires.
      • Increase the success rate of new hires AND decrease the time and energy it takes from other team members to find them by:
        • Continuously building and managing a diverse pool of outstanding candidates from current and future potential positions;
        • Developing systems to more deeply assess likely performance for prospective new hires;
        • Ensuring “must-haves” and “nice-to-haves” are spot on and effectively assessed in hiring processes.
    • Talent Development
      • Develop orientation and new staff training practices that give every new staff member what they need immediately.
      • Ensure annual development plans are in place and implemented for all employees, focused on both immediate and longer-term organizational needs (both training on technical skills and stretch assignments for growth and assessment).
      • Develop and/or enhance career paths for all disciplines to convey expectations and opportunities and promote developing and retaining top performers.
      • Implement assessment mechanisms that support all employees in their development and identify team members with greatest future potential (includes maintaining effective performance management process to plan, monitor and reward results).
    • Retention
      • Develop employee retention programs
      • Craft policies that support internal promotions
      • Research and consult on compensation and benefits
      • Create benefits market analysis and strategy that keeps Modera at, or above, market while minimizing costs
  • Supervise the HR staff and lead the firm’s HR team in creating an inviting and cohesive employee experience.
  • Implement HR policies and programs including employee relations, recruiting and staffing, wage and salary administration, benefits, and management training.
  • Partner with management to address day-to-day HR operational issues such as employee labor relations, compensation reviews, escalated benefits issues, performance management and training.
  • Provide objective guidance to employees at all levels of the organization including career development, and general management / employee relationship issues.
  • Implement and manage compliance efforts with all federal and state labor laws and regulations that govern our office locations.
  • Maintain an effective level of business literacy including company goals, mission, financial position, strategy, competition, technology and culture.
  • Other duties as assigned.


Requirements for this position:

  • Must possess a broad range of business knowledge and leadership skills, including:
    • Vigilance in scanning the external environment to anticipate business and talent threats and opportunities.
    • Ability to develop talent strategy, influence the Board, CEO & executive leadership and convey it to the company as a fiduciary responsibility.
    • Cross-functional business understanding with a P&L orientation.
    • The courage and decisiveness, to prioritize, succeed – or to fail fast and move forward.
    • The conceptual skills to shape the firm to meet tomorrow’s demographic challenges.
    • Financial acumen to broadly balance resources and understand the financial implications and tradeoffs of investments in every aspect of the business, including talent.
    • Technological savvy to drive efficiencies and to engage the workforce through innovations in technology solutions.
    • A risk management perspective with regard to talent.

Education and Experience:

  • BS/BA degree from an accredited college/university; MBA or MA/MS in human resources or related field preferred.
  • A minimum of 15 years of HR experience with at least five years of executive HR experience at a firm with at least 100+ employees.
  • SHRM Certified Professional (SHRM-CP) or Professional Human Resource (pHR) certification preferred.
  • Proven ability to remain objective, maintain confidentiality and exercise common sense.
  • Able to develop strong, trusting relationships within department and organization.
  • Excellent verbal and written communication skills.
  • Excellent interpersonal and conflict resolution skills.
  • Strong supervisory and leadership skills.
  • Thorough knowledge of employment-related laws and regulations.
  • Knowledge of and experience with varied human resource information systems.

What we offer:

  • Competitive salary commensurate with experience.
  • Performance-based bonus.
  • Safe Harbor 401(k) plan with discretionary profit sharing.
  • Medical, Dental, Vision, Flex-Spending Account, Long-Term and Short-Term Disability and Life insurance.
  • Paid time off.
  • Opportunities for professional growth and continuing education.

Job Information

  • Job ID: 58730181
  • Location:
    Westwood, New Jersey, United States
    Boston, Massachusetts, United States
    Atlanta, Georgia, United States
    Wayne, Pennsylvania, United States
    Charlotte, North Carolina, United States
  • Position Title: Chief Human Resources Officer
  • Company Name: Modera Wealth Management, LLC
  • Industry: Banking / Accounting / Financial
  • Job Function: Other
  • Job Duration: Indefinite
  • Min Education: BA/BS/Undergraduate
  • Min Experience: Over 10 Years
  • Required Travel: 10-25%
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