Human Capital Associate

Morton Wealth is currently looking to add a new Human Capital Associate to our growing team. We are a registered investment advisor that was formed in 1981 and manages roughly $2.5 billion in assets across 1,100+ families. We manage wealth personally with the goal of empowering better investors and encouraging families to enjoy their lives. Our investment approach is distinctly not “Wall Street” as we are willing to look beyond traditional investments if we feel that alternative investments can more closely match our investment philosophy of risk management, true diversification and cash flow.

At Morton, it is our goal to empower our team members to get the most life out of their careers. As a member of our Human Capital Team, the HC Associate plays a key role in delivering an exceptional employee experience through talent acquisition, training and new hire onboarding and ensuring our team has the technological tools to set themselves up for success. This role provides support to all teams across the organization, creating ample opportunity for career growth within any department.

Our ideal candidate for this role will strive to reflect our core values in the following ways:

• Excellence – Exhibits high attention to detail, strong organizational and problem solving skills.
• Empowerment – Has a desire to continue improving at his/her job function and suggests ways that the team can work more efficiently.
• Empathy – Has strong communication skills and understands how each role within the organization fits into company goals.
• Ethical – Finds balance between operational efficiency and the safety and security of our team members and clients.
• Engagement – Fulfilled by achieving success in his/her career and through the growth of the organization as a whole.
• Enjoyment – Works well as part of a team and participates in Morton events.

Requirements

Daily responsibilities include:

• Talent acquisition – Create job postings for all positions, review resume submissions and conduct candidate screenings and schedule interviews between candidates and other internal team members.
• Work with Team Leads from each department to develop training modules for Morton’s learning management software.
• Partner with all new hires to ensure successful onboarding.
• Oversee implementation of new technology platforms and ensure that existing platforms are being used to best support each team member’s needs.

Qualifications

• Proven experience in hiring, recruiting and onboarding processes.
• Expertise in training module development and management and/or ability to design and implement engaging training courses.
• Proficiency with Microsoft suite (Outlook, SharePoint etc.) and CRM platforms.
• Wealth management experience preferred.

Our Offer

• Competitive compensation package.
• Retirement and health benefits.