Financial Services

Benefit from high-touch HR for your high-touch business.

Take care of your people with premium HR services

Financial services firms face increased challenges such as changing regulations, digital transformation and the fight for top talent. Depend on TriNet to ease your HR workload with our premium service model. You get a single point of contact and a service team that knows financial services, so you can focus on making the right investments.

Attract top talent to your firm

Your firm depends on the brightest minds to develop investment strategies and maintain investor relationships. But it’s not easy to attract talent from Fortune 500 companies if you don’t offer competitive benefits options and retirement planning. You also need to build a great place to work and a solid talent management strategy. With TriNet, you have an expert to depend on for best practices guidance and support, so you can attract and keep the best minds.


Investors who state that alternative managers having a talent management program in place is critical to their investment decisions1


Alternative funds that do not have a formal talent management program1

  1. EY, 2018 Global Alternative Fund Survey (Nov 2018).

Stay focused on your next investment

Smaller financial firms typically run a slim operation with few hierarchical layers. It’s important to limit distractions for partners and associates, so that everyone can focus on the business at hand. By trusting your HR with TriNet, you can ensure critical business functions are taking place as they should—and that your employees are always supported.

"We felt that for our company, for our growth and for what we needed, the scales always pointed to TriNet."

Mayer Dallal
Managing Director

Protect your company's reputation

Your investors perform due diligence, too. Shielding your firm from employment-related liabilities is critical to your stability and reputation. But even though you may have a working knowledge of payroll taxes, benefits compliance, and employment claims, you’re not an expert. An extensive risk mitigation program and best practices compliance guidance can help prevent issues that might otherwise jeopardize your stability and your fundraising potential.


Financial services CEOs who believe it’s harder to gain and retain trust in a digitized world1


Financial services CEOs who see lack of trust as a threat to growth, up from 60% last year1

  1. PwC, Confronting the Big Talent Challenges in Financial Services, (Feb 2017).

Working Together for You

A team of HR experts who look out for your business
Administrative help with managing payroll and benefits
HR best practices guidance on complex and sensitive issues
Workers’ compensation insurance
Risk mitigation services to help prevent employer liability, such as workplace lawsuits
Employee Support Center offering professional help with common HR questions

Explore Our Services

Our extensive industry experience means we understand the role of HR in a creative work setting, so we can provide best practices guidance on a wide range of issues.

With online payroll processing and automated tax reporting and remittance, we streamline this burdensome process so you can focus on more important things.

By offering access to premium benefits, we help you compete against larger agencies and holding companies for top talent.

Our team of experts and employment practices risk management program help you stay on top of HR regulations and complex employment issues.

Our advanced platform and mobile app offer flexible ways to stay on top of HR tasks and administrative duties, freeing your team to spend their time on billable projects.

When we make a new investment, TriNet is one of the first recommendations that we make to our startup founders for their employees.

Joseph Guzel
Principal, Crosslink Capital

* These reviewers were offered a gift card to thank them for their time irrespective of their opinion.

Let's Connect

Learn how TriNet’s comprehensive HR solutions can help your business. 

Fill out the form and we’ll contact you to set up a time to chat. 

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