Industry Advisory

• Maintain deep knowledge of the hedge fund, private equity, venture capital, family office, and investment management landscape.
• Understand the organizational structures, compensation practices, compliance considerations, recruiting strategies, and operating models commonly found within investment organizations.
• Monitor industry trends and emerging workforce challenges affecting Premier Financial firms.
• Provide market intelligence and recommendations that strengthen ExtensisHR’s Premier Financial strategy and positioning.
• Support Product and Marketing teams in developing messaging, collateral, thought leadership, and go-to-market initiatives for the vertical.

Service & Operational Advisory

• Serve as the internal authority on the operational expectations and service requirements of Premier Financial organizations.
• Educate Service, Payroll, Benefits, HR, and Implementation teams on the unique needs of investment-based businesses.
• Help internal teams understand the culture, pace, expectations, and service standards common within hedge funds, family offices, PE firms, VC firms, and investment advisory organizations.
• Provide guidance on complex client situations and help service teams proactively address challenges.
• Support onboarding and implementation activities for strategic Premier Financial clients.
• Ensure commitments made during the sales cycle align with operational capabilities and service delivery expectations.
• Act as a bridge between Sales, Service, Operations, and Product teams to drive a seamless client experience.
• Identify recurring client feedback, service gaps, and operational improvement opportunities within the Premier Financial segment.

Internal Enablement

• Develop and maintain Premier Financial sales playbooks and best practices.
• Deliver training and coaching to Broker Sales Managers, Sales Managers, and operational teams.
• Create educational content that improves organizational understanding of the Premier Financial market.
• Help establish consistent standards for supporting and servicing Premier Financial clients.
• Serve as a trusted internal resource for questions related to the vertical, client expectations, and market dynamics.

AI Utilization and Literacy:

A key function of this role includes the effective use and understanding of artificial intelligence (AI) tools and technologies to enhance productivity, decision-making, and overall performance. This position is expected to maintain awareness of emerging AI applications relevant to their responsibilities, apply AI tools ethically and effectively, and continuously develop their AI proficiency.

What You Bring:

Qualifications - Required

• 5+ years of experience serving, consulting for, or selling into financial services organizations.
• Demonstrated understanding of hedge funds, family offices, private equity firms, venture capital firms, and investment management organizations.
• Strong executive presence with the ability to communicate effectively with senior business leaders.
• Exceptional presentation, communication, and relationship management skills.
• Ability to operate independently while influencing cross-functional teams.
• Strong business acumen and ability to translate industry requirements into practical business solutions.

Qualifications - Preferred

• PEO, HCM, HR technology, benefits, payroll, or workforce management experience.
• Experience supporting a consultative sales organization.
• Existing network or relationships within the financial services community.
• Experience working with highly sophisticated and relationship-driven clients.
• Familiarity with the workforce, compensation, benefits, compliance, and talent challenges unique to investment organizations.

Desired Attributes

• Highly polished, professional, and credible in executive settings.
• Self-motivated, entrepreneurial, and capable of working with minimal supervision.
• Comfortable influencing without direct authority.
• Naturally curious and passionate about the financial services industry.
• Detail-oriented, responsive, and highly organized.
• Equally effective working with client-facing and operational teams.
• Able to earn trust quickly with both clients and internal stakeholders.
• Committed to delivering a premium client experience consistent with the expectations of sophisticated financial organizations.

Success Measures

• • Increased pipeline and win rates within the Premier Financial segment.
  • Improved confidence and effectiveness of Broker Sales Managers and Sales Managers pursuing Premier Financial opportunities.
  • Stronger onboarding and operational readiness for Premier Financial clients.
  • Positive feedback from clients and internal stakeholders regarding industry expertise and support.
  • Growth and retention within the Premier Financial client portfolio.
  • Increased organizational knowledge and capability supporting the financial services vertical.

What We Offer:

Position Salary:

100k-125k

Effective 06/1/2025 NJ passed a Pay Transparency Law which requires NJ based hiring to include a compensation range on each job posting. This compensation range is presented in good faith for candidates that are hired in these roles will be presented a salary within the range stated on the job posting.

At ExtensisHR, we recognize there are many factors that influence your overall satisfaction both at work, and in your personal life. Under our You, Supported program, we provide a perfect mixture of compensation, benefits, company culture, and resources to our employees that help you reach a happier, more balanced life. Some of these offerings include:

• Competitive compensation to reward you for your hard work every day.
• Progressive Paid-Time Off Program for you to enjoy time out of the office, including time off for volunteering and life events.
• Group Medical, Dental, Vision and Life insurance to encourage a healthy lifestyle available from day one.
• Student Loan Assistance Program where ExtensisHR contributes toward your student loans.
• Pretax Spending Accounts to ease taxes on health and dependent care expenses.
• Extensive professional development programs to help you get to where you want to go in your career.
• Discounts in retail and entertainment.
• A social and community outreach committee that promotes a fun inclusive culture through in-office events and networking opportunities.
• Complimentary coffee andsnacks to keep you fueled and productive throughout the day.

ExtensisHR is committed to a diverse and inclusive workplace. We are an equal opportunity employer and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, veteran or disability status.

#INDMM

Originally posted on Himalayas