Simplicity Group Holdings
Why work at this company?
Anchored to the principles of Education, Value, and Partnership, Simplicity is transforming financial services and is seeking top talent to help grow the business.
Headquartered in Summit, New Jersey, Simplicity Financial Marketing Group Holdings (“Simplicity Group”) is a financial holding company in the independent financial services sector that specializes in the distribution of retirement and financial planning solutions. Simplicity Group and its wholly-owned Broker-Dealer, partners with financial institutions, as well as insurance and investment professionals to help provide consumers with guaranteed income and life insurance products, wealth accumulation strategies, disability, and long-term care protection in support of a holistic financial strategy.
Through its vast distribution network of insurance, wealth, and institutional channels, Simplicity Group has assisted with the placement of more than $14 billion of insurance assets and has $14 billion of assets under management and advisement as of Q2 2026. Simplicity Group is a fast-growing business, focused on organic growth initiatives to help its distribution partners expand their businesses. Simplicity Group has over 1,400 employees and 100 operating subsidiaries. Simplicity Group is owned by two of the leading San Francisco-based financial and tech-enabled services private equity firms and by its operating Partners, who help drive the company’s day-to-day business.
For more information, please visit simplicitygroup.com.
| Department: | Human Resources |
| Location: | Summit, NJ |
Position: HR Analyst
Reports to: CHRO
Department: Human Resources
Location: Summit, NJ
Position Type: In-Office
Classification: Full-Time; Exempt (Salary)
Summary
We are seeking an entrepreneurial and high-drive HR Analyst to join our team in Summit, NJ, to help build our people analytics function from the ground up. In this role, you will consolidate our current workforce data, optimize our HR systems, and design clear reporting tools for our nationwide workforce. As a member of our HR team, you will serve as a culture-carrier who maintains our Simplicity Culture and ensures the office operates with the highest standards of compliance, efficiency and professionalism.
Primary Responsibilities:
Operational Excellence: Maintain high standards of efficiency, accuracy, and professionalism across all departmental workflows and data tracking.
System Review: Audit our existing HR tools to help design and implement a structured HR Analytics reporting strategy.
Data Maintenance: Standardize data-entry rules and cleaning protocols to ensure our nationwide employee records are accurate and reliable.
Dashboard Creation: Assist in building and maintaining automated dashboards to provide leadership with regular workforce metrics.
Workforce Reporting: Track and report on key workforce trends across employee lifecycle, such as retention, turnover, and hiring metrics. Lead HR data reporting required per state and federal regulations.
Systems Optimization: Partner with internal teams to maximize our HRIS and ATS setups, ensuring they cleanly capture the data points needed for routine reporting.
Data Presentation: Organize data into clear, visually scannable charts and summaries for executive review.
Audit & Compliance: Help with any compliance reporting needed to ensure our records remain accurate and audit-ready.
Any additional tasks as assigned.
Qualifications:
Bachelor’s degree in Human Resources, Data Analytics, Statistics, Business Administration, or a related field, preferred.
2+ years of experience in HR Analytics, HR Systems, or People Operations.
Strong proficiency in Microsoft Excel for data analysis, cleaning, and formula building.
Familiarity with building visual charts or dashboards in Power BI, Tableau, or Excel.
Basic understanding of how data fields pass between HRIS and ATS platforms.
Impeccable professional discretion and a proven ability to handle highly sensitive employee information and salary data.
Strong organizational skills and the drive to work independently on assigned data projects.
Core Competencies:
Analysis: Leverages analytical skills to identify challenges and generate innovative solutions.
Initiative: An entrepreneurial self-starter who operates independently to exceed goals.
Discretion: Proven ability to handle sensitive and confidential information with professionalism.
Communication: Clearly and effectively communicating both verbally and in writing.
Efficiency: Prioritizes and multitasks in fast-paced settings, delivering quality results with minimal errors.
Adaptability: Adjusting quickly and effectively to shifting priorities and evolving technologies.
Collaboration: Works effectively with others, integrating diverse perspectives to reach common goals.
Essential Job Functions:
Analyze and interpret data
Clearly communicate and exchange accurate information with others
Communicate and present in a group setting
Ability to observe details within a close range
Work closely with colleagues and external parties
Assist colleagues, clients, third parties via telephone, email and/or in person
Stand or sit in a stationary position for extended periods
Operate computer and/or other office equipment constantly
Regularly use wrists, hands, and/or fingers for repetitive motions
Travel Requirements:
Minimal to None: Approximately 0%-9% (Office-based with potential for day trips or annual meetings).
Business Hours:
Flexible Schedule: Monday-Friday, 8:30am-5:00pm EST with a 30 minute lunch break. Start and end times may be adjusted with manager approval, provided core business needs are met.
Compensation & Benefits:
Compensation (based on experience)
Base Salary: $75,000-$85,000 annually
This is an Exempt position
Annual Performance Bonus Target: 5%
Benefits
Employee Benefits (Medical, Dental, Vision, Life Insurance, other)
401k with Employer Match
Paid Time Off
Paid Parking
Location: 475 Springfield Avenue, Summit, NJ 07901
*This role is an in-office position