People Operations Manager
Embarc Advisors
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About the role
Role Overview
People Operations Manager at Embarc Advisors. This role manages the firm’s day-to-day people operations and serves as the primary point of contact with its PEO.
The position owns recruiting, onboarding/offboarding, and professional development across all three practice groups, and also covers compliance, workforce performance planning, HR budget alignment, vendor/benefits negotiations, compensation/bonus design input, and performance-metrics frameworks. As the firm scales, the role applies AI tools to optimize HR processes.
Location / Work Mode
- Remote
- Preference for candidates residing in Mountain and Central time zones
- Full-time
Responsibilities
PEO Coordination & HR Administration
- Act as the primary liaison to the PEO for:
- benefits enrollment
- payroll processing
- compliance filings
- Coordinate open enrollment, benefits changes, and leave administration with the PEO
- Maintain accurate employee records and ensure data consistency between internal systems and the PEO platform
- Handle employee HR inquiries and resolve/escalate as needed
Recruiting
- Lead full-cycle recruiting:
- job postings, sourcing, screening
- interview coordination
- offer administration
- Partner with practice leads to set hiring criteria and implement structured, work-sample-based interview processes
- Administer employee referral programs
- Produce recruiting reporting (e.g., pipeline, time-to-fill, source effectiveness, cost-per-hire)
Onboarding, Professional Development & Offboarding
- Own new-hire onboarding, including:
- paperwork
- systems-access coordination with the PEO
- orientation
- 30/60/90-day ramp plans
- Design and deliver professional development/training programs; track completion and effectiveness
- Support career-pathing and competency frameworks with practice group leaders
- Manage termination processing (voluntary and involuntary) with PEO coordination
Workforce Performance & Strategic HR Operations
- Oversee workforce performance including:
- staff needs forecasting
- offshoring relationships
- Ensure multi-state employer compliance (payroll, benefits, 401(k) administration)
- Own HR budget alignment and cost management
- Lead or support vendor and benefits negotiations
- Provide compensation expertise for offer and bonus design
- Build performance-metric frameworks
- Manage capacity/utilization planning across practice groups
Requirements
- Not specified in the provided excerpt.
Nice-to-haves
- Not specified in the provided excerpt.
About Embarc Advisors
Embarc Advisors is a fast-growing finance advisory firm focused on M&A, capital raising, outsourced corporate development, and strategic CFO services for lower-middle-market companies. The company emphasizes culture, continuous improvement (Kaizen), and scaling rapidly while maintaining alignment and professional growth.
Scraped 7/23/2026