Director, People & Culture

Centura Wealth Advisory•San Diego, CA

About The Position

As Centura�s Director of People & Culture, you will serve as a strategic leader responsible for shaping and advancing the firm�s people strategy and culture. In partnership with leadership, you will align HR practices with business objectives, driving operational excellence, compliance, and a values-driven, psychologically safe, and engaging workplace. This role leads initiatives that strengthens employee engagement and supports a high-performing, inclusive environment, while ensuring HR policies, programs, and systems reflect best practices and comply with federal and state regulations. As a trusted advisor to both leadership and employees, you will foster collaboration, trust, compassion, and transparency across the organization, championing a culture where people thrive and business goals are achieved through aligned, purpose-driven performance.

Requirements

  • Successful track record of leading a team and providing individual mentorship and development
  • Experience building and managing employee engagement initiatives
  • Deep understanding of employment law and HR compliance across federal and California regulations (FMLA, CFRA, ADA, ACA, EEO, wage and hour, etc.).
  • Experience with open enrollment, compensation structures, and total rewards strategies.
  • Knowledge of change management and organizational effectiveness principles.
  • Skilled in coaching leaders through feedback, performance improvement, and talent growth.
  • Ability to balance strategic thinking with operational execution, moving seamlessly between big-picture planning and hands-on player-coach leadership.
  • Skilled project management methodologies and experience building and implementing talent management frameworks.
  • Knowledge of compensation frameworks and experience analyzing and implementing a compensation philosophy.
  • Ability to analyze HR metrics and workforce data to inform decision-making and drive continuous improvement.
  • Bachelor�s degree in Human Resources, Psychology, Business Administration, Organizational Leadership, or a related field.
  • 8+ years of progressive HR experience, including at least 3 years in a leadership or strategic HR management role.
  • Demonstrated experience overseeing multiple HR functions such as recruiting, performance management, benefits, compliance, and employee engagement.
  • Proven track record in developing and implementing HR strategies that align with organizational goals and improve business performance.
  • Experience in California employment law compliance and employee relations.
  • Strong knowledge of HR systems and technology platforms (e.g., HRIS, ATS, performance and engagement tools).
  • Excellent interpersonal, communication, and leadership skills.
  • Ability to build and lead high-performing teams and foster an inclusive, collaborative work environment.

Nice To Haves

  • SHRM-CP, SHRM-SCP, PHR, or SPHR certification preferred.
  • Experience in financial services or RIA environments strongly preferred.

Responsibilities

  • Lead, mentor, and develop the People & Culture team. Foster a psychologically safe team environment and provide coaching, guidance, and ongoing feedback to support individual growth, strengthen capabilities, and drive high performance.
  • Foster a collaborative, accountable, and solutions-oriented team environment that reflects Centura�s values and culture.
  • Oversee team workflows and resource allocation to ensure efficient execution of People & Culture initiatives and programs.
  • Partner with team members to elevate their strategic thinking, empowering them to take ownership of program design and execution.
  • Identify opportunities to enhance team structure, processes, and capabilities to support the firm�s growth and evolving needs.
  • Support succession planning and talent development within the People & Culture function to ensure long-term success
  • Partner with the Sr. People & Culture Specialist to build and enhance employee engagement and culture initiatives, ensuring alignment with the firm�s values and business objectives.
  • Partner with the Sr. People & Culture Specialist to design and manage engagement programs, including employee events, wellness initiatives, volunteer opportunities, etc.
  • Support the integration of development resources, such as building curriculum with Centura�s Executive Coach and owning Centura�s leadership development training to enhance employee growth.
  • Oversee the use of engagement tools to gather feedback, identify trends and partner with the Sr. People & Culture Specialist to implement changes.
  • Review and interpret engagement data and survey results with the Sr. People & Culture Specialist, providing insights and recommendations to leadership to inform culture and retention strategies.
  • Ensure employee recognition programs effectively reinforce Centura�s values and support a positive, performance-driven culture.
  • Partner with the Sr. People & Culture Specialist to translate employee feedback into strategic initiatives that enhance engagement, morale, and organizational effectiveness.
  • Champion a culture of transparency, compassion, trust, and open communication across the organization.
  • Continuously evaluate engagement strategies and programs, ensuring they remain effective, scalable, and aligned with evolving business needs.
  • Continuously refine Centura�s performance management framework to ensure alignment with the firm�s mission, values, and strategic objectives.
  • Partner with leadership to establish clear performance expectations, goal-setting processes, and feedback standards that promote accountability and growth.
  • Partner with the Sr. People & Culture Specialist to oversee and administer Centura�s annual and quarterly review cycles, including timeline planning, training and communication.
  • Coach managers on delivering constructive, values-based feedback and fostering a culture of continuous performance improvement.
  • Analyze performance data to identify firmwide strengths, development needs, and trends that inform talent planning and training initiatives.
  • Ensure consistency, fairness, and compliance in performance evaluation practices across all departments.
  • Partner with Finance and leadership to connect performance outcomes with compensation and advancement decisions.
  • Develop and maintain performance improvement and development programs that support employee success and retention.
  • Champion a feedback-driven culture that values recognition, accountability, and professional development.
  • Analyze performance data to identify firmwide trends, high-potential talent, and areas requiring additional support, training or intervention
  • Lead Centura�s annual benefits renewal and open enrollment process, including timeline creation, vendor coordination, and communication planning.
  • Evaluate current benefit plan performance annually by analyzing participation, utilization, employee feedback and cost trends.
  • Partner with the firm�s benefits broker to review plan design options, renewals, and alternative carriers or cost-savings opportunities.
  • Benchmark benefit offerings against industry standards to ensure competitiveness and alignment with the firm�s total rewards strategy.
  • Recommend plan design changes to leadership based on cost, compliance, and employee needs.
  • Oversee benefits-related compliance requirements, including ACA reporting, ERISA notices, COBRA administration, and plan document updates.
  • Collaborate with Finance to forecast benefits costs and incorporate updates into the annual budget.
  • Manage vendor and carrier relationships, ensuring service quality, data accuracy, and timely issue resolution.
  • Develop and deliver employee communication materials for open enrollment (e.g., guides, FAQs, and presentations) that clearly explain benefits options and changes.
  • Conduct post-enrollment audits to verify accuracy of enrollments, deductions, and carrier data feeds.
  • Analyze employee benefits trends and utilization data to inform future benefit strategy and wellness initiatives.
  • Administer Centura�s Leave of Absence (LOA) and Reasonable Accommodation processes in compliance with federal and California laws (e.g., FMLA, CFRA, ADA).
  • Coordinate with employees, managers, and HR leadership to ensure a smooth leave process and proper return-to-work planning.
  • Oversee Centura�s Workers� Compensation program in compliance with state and federal regulations.
  • Serve as the primary point of contact for employees and managers regarding workplace injuries or incidents.
  • File claims and coordinate with the insurance carrier to ensure timely submission and follow-up.
  • Partner with the insurance carrier, healthcare providers, and legal representatives to ensure effective case management and resolution.
  • Review annual federal and California legislative and regulatory updates to ensure company policies remain compliant.
  • Partner with Littler or other legal resources to update Centura�s Employee Handbook and related policy documents as needed.
  • Coordinate with leadership and department heads to communicate new or updated policies to employees.
  • Provide guidance to managers and employees regarding policy interpretation and implementation.
  • Oversee all HR compliance functions to ensure alignment with federal, state, and local employment laws, including wage and hour, leave, benefits, and anti-discrimination regulations.
  • Oversee completion of all mandatory employee trainings and certifications, including compliance, anti-harassment, and cybersecurity requirements.
  • Ensure accurate and timely completion of required reporting and filings (e.g., ACA, EEO-1, OSHA, COBRA, ERISA).
  • Conduct regular internal audits of HR practices, personnel files, and system data to maintain compliance and readiness for external audits.
  • Partner with leadership to manage compliance-related investigations, employee relations issues, and disciplinary actions as needed.
  • Stay informed of changes in employment law and proactively recommend updates to policies and processes to mitigate organizational risk.
  • Perform other duties as assigned, contributing to a collaborative and high-performing team environment.

Benefits

  • We are committed to creating a diverse and inclusive environment where all employees feel valued and respected.
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