Ashlyn Airheart

About Ashlyn Airheart

I’m an HR leader with a proven track record in the wealth management industry. Much of my work has focused on supporting advisor-facing organizations through growth, change, and integration. I am Series 7 and Series 24 licensed, and bring strong industry knowledge and credibility with financial advisors and business leaders.My career spans VP-level leadership and hands-on program management, and I’m known for a consultative, action-oriented approach to employee relations, organizational change, and talent development. I’m most energized when HR operates as a true business partner, helping the organization scale, adapt, and perform at its best.

Experience

1. Talent Management Program Manager

   Cetera Financial Group

   Apr 2024 — Present · Dallas-Fort Worth, TX, US

   HR M&A Integration & Change Management- Designed and launched communications, training, and engagement programs that maintained productivity and morale for the integration of 700 Avantax employees in August 2024. Achieved satisfaction ratings of 4.5/5 from employees and 4.8/5 from managers, with continued positive feedback reflected in engagement survey results- Successful integration of Concourse employees in February 2025, earning an outstanding 4.9/5 satisfaction rating.Performance & Career Development- Developed and launched Mid-Year Check-In resources and manager training covering key topics like ratings, conversations, and scenarios- Created Data Literacy training and Career Conversation Guides to support manager development and employee growth.Strategic Program Leadership- Led change and leadership training efforts for the Growth organization’s restructure, supporting both individual contributors and newly appointed Regional VPs- Created & launched communications and training for multiple HR system updates, including the rollout onboarding/offboarding automation and upcoming changes to Timekeeping and Absence systems.Orientation & Onboarding Excellence- Took ownership of New Employee Orientation, enhancing training materials and experience. Introduced feedback surveys resulting in a 4.87/5 satisfaction score- Frequently recognized by name in feedback for energy, engagement, and delivery style- Revamped New Manager Orientation to improve readiness, earning a 4.8/5 satisfaction score and praise for interactivity and clarity.Compliance & Training- Partnered with Legal, Advisor Training, and vendors to ensure full compliance with complex training regulations. Introduced a “leaderboard” concept that drove record-high on-time completion for the 2024 Annual Training Bundle- Managed the 2025 Annual Bundle, ensuring alignment with state laws and FINRA licensing requirements.

Education

• California State University, Fresno

  Master of Business Administration (M.B.A.), Human Resources

  2015

• California State University, Fresno

  Bachelor of Arts (B.A.), English Language and Literature, General

  2012

• Hong Kong Baptist University

  International Business and Global Entrepreneurship Program