HRIS & Reporting Specialist

Who We Are:

Wealthspire is a leading wealth management, retirement advisory, and business management firm serving individuals, families, endowments, and institutions across the United States, Canada, and the United Kingdom. We provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services – empowering clients to navigate complexity with clarity and confidence.

With over 1,200 employees across more than 40 offices, we deliver insights and solutions backed by deep research, technology, and decades of expertise. Our collective businesses create a unified ecosystem designed to meet clients wherever they are in their financial journey. Wealthspire is redefining the future of financial solutions through collaboration, scale, and a steadfast commitment to putting people first – our clients, our colleagues, and our communities.

For more information, visit www.wealthspire.com. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.

Summary:

The HRIS & Reporting Specialist serves as the functional owner and subject matter expert for the organization’s Workday platform, responsible for HR system configuration, reporting, data governance, and ongoing system optimization. This role ensures Workday effectively supports HR operations while maintaining high standards of data integrity, security, and compliance.

Reporting to the Global HR Operations & Services Leader, the position partners closely with HR, Finance, Payroll, and Corporate IT to translate business requirements into scalable system solutions. While Corporate IT manages technical integrations and infrastructure, this role oversees functional configuration, security setup, reporting development, testing coordination, and continuous system enhancements within HR. The ideal candidate brings strong Workday expertise, solid knowledge of HR processes, and a structured, governance-focused approach to HRIS administration.

Key Responsibilities:

Own Workday Functional Architecture & Configuration

• Serve as subject matter expert across all Workday modules including Core HCM, Compensation, Benefits, Absence, Talent, Payroll, Time Tracking, and Reporting.
• Architect and configure business processes, security roles, condition rules, notifications, calculated fields, and validation controls.
• Lead the documentation of business requirements and articulate end-to-end functional process design for enhancements and new initiatives.
• Provide thought leadership on system capabilities, including a clear understanding of delivered functionality and configuration limitations.
• Partner with Corporate IT and external vendors on integrations, defining functional requirements and leading testing validation.

Lead Release Management, Testing & Continuous Improvement

• Maintain awareness of Workday’s product roadmap and upcoming releases; assess impact to current configuration and proactively plan enhancements.
• Own release governance including regression testing, unit testing, User Acceptance Testing (UAT), and pre-launch validation.
• Create and execute detailed test scripts across development and production environments.
• Identify opportunities to streamline manual processes through automation and system optimization.
• Drive continuous improvement initiatives aligned with scalability and operational excellence.

Design Advanced Reporting & Workforce Analytics

• Build and maintain sophisticated dashboards and reports that support executive decision-making, workforce planning, compensation cycles, compliance reporting, and operational metrics.
• Develop advanced calculated fields and custom reporting solutions.
• Ensure reporting accuracy through routine audits and validation controls.
• Partner with stakeholders to define dashboard needs and enable self-service analytics capabilities.
• Translate complex data into clear, actionable insights for business leaders.

Establish Security & Data Governance Standards

• Own Workday security configuration, role-based access controls, and periodic security audits.
• Ensure compliance with data privacy and regulatory standards (PII, GDPR, SOX as applicable).
• Maintain strong data governance protocols including routine data audits and quality assurance reviews.
• Serve as an escalation point for system issues while exercising discretion with highly confidential employee information.

Support HR Operations & Employee Experience

• Enable compensation cycles, open enrollment, organizational changes, and global workforce transactions within Workday.
• Support mass data processing activities (EIB loads, restructures, large-scale updates).
• Develop SOPs, documentation, FAQs, and quick reference guides to support user adoption.
• Provide training and change management support when rolling out new functionality.
• Foster a customer-centric mindset by delivering timely, accurate system support.

 

Qualifications:

• Bachelor’s degree in Human Resources, Information Systems, Business Administration, or a related field preferred.
• 7+ years of hands-on experience with Workday functional configuration across multiple HCM modules.
• Experience with cross-functional Workday administration, including security configuration, business process framework (BPF) management, and reporting architecture.
• Proven experience managing Workday release cycles, including regression testing, user acceptance testing (UAT), and unit testing.
• Advanced Workday reporting expertise, including development of calculated fields and dashboards.
• Experience performing mass data uploads using Enterprise Interface Builder (EIB) and troubleshooting system issues.
• Strong understanding of HR operations, processes, and applicable compliance requirements.
• Experience supporting multi-country employee populations preferred (U.S., U.K., and Canada).
• Strong analytical and problem-solving skills with exceptional attention to detail.
• Ability to work independently in a lean, fast-paced environment with a high level of ownership and accountability.
• Demonstrated integrity and discretion when handling sensitive and confidential employee data.

 

What We Offer:

Wealthspire is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, and more. The base salary range for this position is $120,000 –$160,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.

Wealthspire is an inclusive Equal Employment Opportunity employer.