HR Business Partner Manager supporting Wealth Management, Private Banking, Entertainment, Capital Markets and the East Coast Region.

Led a Human Resources team supporting global wealth management professionals with expertise in private client investments, trusts and estates, mortgage advisory, centralized portfolio management, wealth planning and client service.Streamlined the U.S. Private Bank’s Affluent Segment’s coverage model by exiting smaller markets and building in core locations while also executing a talent upgrade to a single client advisor coverage standard.Reduced voluntary turnover rates for client service professionals globally by establishing salary minimums, better aligning incentives with increased product penetration and improving career pathing opportunities for top talent.Supported strategic business changes by working closely with key stakeholders to drive the overall talent agenda including staffing, leadership development, performance management, organizational modeling, compensation, and diversity.

Played key role in growing Genspring from a relatively obscure regional brand to a top-ranked Multi Family Office (by assets under advisement and other industry metrics) by strategically recruiting and integrating select professionals while exiting underperformers to formulate the most competitive high performance team. Overcame longstanding complacency caused by generic compensation arrangements and significantly improved employee performance across the firm by creating a pay for performance culture that differentiated individuals and motivated a healthy competitive spirit. As head of real estate activities, positioned the firm to save expenses by championing and managing the migration of its 35,000 square foot headquarters to a different location with newer space at a lower cost. Led 100+ employees in the design, construction, and physical move and follow up logistics.

Delivered superior level of service by initiating and maintaining strong relationships while providing core human resources support, (Staffing, Compensation & Benefits, Employee Relations, Organizational Development)Operated as a strategic partner with Business Executives and Regional Group Heads who managed client, product and functional organizations focused on; Private Banking, Sales & Trading, Capital Markets and Corporate Finance. Managed executive searches and negotiated appropriate compensation packages resulting in successful recruitment of top bankers, portfolio managers and sales traders from competititors.Developed and delivered training modules for client facing staff that increased revenue, products per relationship and business margins. Improved internal relationships and promoted a partnership focused culture between client and product groups resulting in increased productivity.Advised heads of Technology, Operations, Finance and Marketing on HR strategies to address their goals while managing a team of HR people who supported their groups.