What are the responsibilities and job description for the Director of People and Organizational Development position at Stevens Foster Financial Advisors?
About the Firm
We are a highly respected, client-focused financial services firm known for delivering personalized financial guidance with integrity, precision, and care. Our commitment to excellence extends beyond our clients to our team of 20 employees. We foster a collaborative, high-performance culture where professional growth and innovation are deeply valued.
Position Summary
The Director of People and Organizational Development is a strategic leadership role responsible for aligning people, culture, and organizational strategies to support the firm’s long-term growth. This position drives initiatives across talent acquisition, leadership development, performance management, succession planning, and organizational effectiveness. The ideal candidate will bring a deep understanding of talent strategy and organizational dynamics, especially within a professional services or financial firm environment.
Key Responsibilities
Talent Strategy & Acquisition
- Design and lead recruitment strategies to attract top-tier professionals aligned with the firm’s culture and values
- Build strong talent pipelines for both immediate and future organizational needs
- Oversee onboarding programs to ensure seamless integration and early engagement
Organizational Development & Culture
- Drive initiatives that support a high-performing, inclusive, and values-driven workplace culture
- Partner with leadership to assess and enhance organizational structure and team effectiveness
- Lead change management and process flow initiatives and foster adaptability across the firm
Performance & Leadership Development
- Implement robust performance management systems that promote growth and accountability
- Design and deliver leadership development programs to build bench strength and succession planning
- Identify and nurture high-potential employees for leadership and technical roles
Employee Engagement & Experience
- Lead efforts to enhance employee satisfaction, engagement, and retention
- Regularly assess and evolve employee feedback channels and engagement surveys
- Champion initiatives that promote well-being, psychological safety, and long-term career development
Benefits, Wage and Salary Administration
- Recommend annual changes to company benefits program in support of budget and talent acquisition goals.
- Support payroll administration to ensure compliance with applicable regulations, including unemployment compensation and workers compensation.
Compliance & HR Best Practices
- Ensure all talent management practices comply with applicable labor laws and regulatory requirements
- Partner with legal consultant as needed on employment policies and procedures
- Stay abreast of HR and organizational development trends, particularly those relevant to the financial services sectors
Qualifications
- Bachelor’s degree in Human Resources, Organizational Psychology, Business Administration
- 8–10 years of progressive experience in HR, talent management, or organizational development
- Experience in a professional services, or financial services environment preferred
- Proven track record of building high-impact people programs and strategies
- Strong leadership presence, influencing skills, and emotional intelligence
- Familiarity with HR tech platforms, performance systems, and data-driven decision-making
What We Offer
- Competitive compensation and performance-based incentives
- Generous 401(k) match
- Health, dental, and vision insurance
To Apply:
Submit your resume and a brief cover letter outlining why you're passionate about talent development and how your background aligns with the goals of our firm.
