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People and Experience Specialist, Human Resources 

Division Cadaret Grant & Co. Inc.  
Position People and Experience Specialist  
Location Syracuse, NY  
Full-Time/Part-Time -unspecified-  

Are you ready to join one of the fastest growing broker-dealer networks in financial services? (Cerulli Associates, 2020) At Atria, we support independent financial professionals and financial institution investment programs so they, in turn, can provide exceptional service to their clients and develop meaningful relationships with them.

We are looking for a People and Experience Specialist to join our organization. In this role, you will champion Atria’s culture of authenticity and personal relationships within our home offices by designing and delivering employee initiatives that attract, advance and retain exceptional people. Under the leadership of the Head of People, and VP of HR, you will partner with stakeholders across the organization as an internal ambassador for our culture and core values, and execute programs that cultivate genuine connections, feelings of excitement, and a strong sense of belonging for all employees.

In this position, you can work from any one of the following home office location(s):

  • Cadaret Grant - Syracuse, NY
  • CUSO Financial - San Diego, CA
  • NEXT Financial - Houston, TX

Our offices throughout the country are the most effective environment for us to support and partner with financial professionals. At the same time, the health and safety of our team is our highest priority. Our COVID-19 Task Force actively monitors and tracks the ongoing status in each of our office locations, ensuring consistency with CDC guidelines and providing a safe and healthy work environment for our team members.

Duties and Responsibilities

  • Own & drive employee experience and engagement by coordinating and executing all culture initiatives, company events and programs across cities and time-zones, including in-person and virtual company events, recognition programs, anniversary celebrations, social events, and other culture related activities.
  • Solicit input from employees and leaders; partner with external vendors; facilitate communications with employees; track and manage the budget.
  • Use data and analytics to assess the effectiveness of culture programs and events and provide recommendations to improve future strategies.
  • Coordinate all aspects of the new hire experience, with consideration for onboarding needs by department within the company. Work collaboratively with managers for coordination and successful implementation.
  • Organize company-wide engagement surveys and generate reports as it relates to employee experience and recognition to improve continuously and enhance employee satisfaction.
  • Collaborate with Talent Acquisition team to brand within target talent pools and increase interest from relevant candidates
  • Support company wellness and diversity, equity, and inclusion programs to increase awareness and enrich employee’s work experience
  • Work closely with VP of HR to design & implement Training & Development programs that grow and mentor employees (e.g. managers, supervisors, new hires and newly promoted)

Qualities for Success

  • Energetic, passionate, and thinks about people first
  • Drive and knowledge to implement and execute programs that enhance culture
  • Ability to interact, present and communicate effectively at all levels of the organization
  • Growth mindset and a process-enhancement mentality
  • Strong leadership, interpersonal, influence and communication skills
Position Requirements

Qualifications and Skills

  • Associate's degree (A. A.) or equivalent from two-year college or technical school
  • 2+ years related HR and or marketing experience and/or training; or equivalent combination of education and experience.
  • Strong organization skills and ability to execute on projects, managing timelines, resources, expectations and deliverables.
  • Proficiency with Social Media platforms, as well as Microsoft Outlook, Word, Excel and PowerPoint.
  • Ability to perform comfortably in a deadline-oriented work environment.
  • Ability to successfully execute many complex tasks simultaneously.
  • Ability to work independently as well as part of team.

Why work at Atria?

In addition to a competitive salary, we provide a full benefits package that includes:

  • Medical insurance
  • Dental insurance
  • Prescription drug benefits
  • Vision insurance
  • Retirement savings 401(k) plan with matching
  • Paid time off
  • Paid holidays
  • Critical illness insurance
  • Veterinary pet insurance
  • Employee assistance program
  • Life insurance
  • Short & long-term disability insurance
  • Legal plan

Atria Wealth Solutions, Inc. (Atria) is a wealth management solutions holding company focused on delivering a clear path to the future of financial advice for financial professionals, financial institutions and their clients. Headquartered in New York City, Atria’s broker-dealer subsidiaries empower financial institutions and independent financial professionals with a sophisticated set of tools, services, and capabilities that deepen client relationships and maximize efficiencies in their practices.

Atria’s broker-dealer subsidiaries include CUSO Financial Services, L.P., Sorrento Pacific Financial, LLC, Cadaret Grant & Co., Inc., NEXT Financial Group, Inc., Western International Securities, Inc., and SCF Securities, Inc. Atria’s subsidiaries together support nearly 2,500 financial professionals and over 200 financial institutions with nearly $100 billion of assets under administration. For more information, please visit

It’s time for the next step in your career. Apply now.




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