Kestra Holdings
ABOUT US:
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY:
The Advisory Platform & Investment Solutions Specialist has a unique opportunity to participate in architecting, developing, and managing Kestra's Advisory Platforms and Investment Solutions. This role collaborates with many other departments such as Finance, Marketing, Technology, Operations, Legal and Compliance, as well as working closely with external vendors and investment managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Participate in the design, development, and on-going enhancement of Kestra's advisory platform and investment solutions Serve as an internal subject matter expert on Kestra's advisory platform and investment solutions Play an integral role in the day-to-day management of the advisory platform and develop insights and create solutions to support advisors and our consultants Develop meaningful relationships with advisors, internal teams and external industry participants Work with internal and external teams to ensure timely, accurate and on budget delivery of initiatives Develop an understanding of industry trends, the competitive landscape, and providers in our space Define and develop processes and work with multiple Fintech systems KNOWLEDGE, SKILLS, AND/OR ABILITIES:
To perform this job successfully, the individual should have the following skills and abilities.
Must possess problem-solving skills, attention to detail, relationship management skills and good communication skills, both verbal and written. Personal integrity, professionalism, and strong work ethic Commitment to a culture of professionalism, accountability, client focus and teamwork Ability and interest in working with Fintech systems and processes Ability to work under limited supervision SUPERVISORY RESPONSIBILITIES:
None
EDUCATION AND/OR EXPERIENCE:
Undergraduate degree from a four-year college or university, or equivalent experience Master's degree or other relevant designations desirable A minimum of 2 years of experience in the financial services industry CERTIFICATES, LICENSES, REGISTRATION:
FINRA Series 7, 63/65, 66 preferred INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.
Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.
SUMMARY:
The Advisory Platform & Investment Solutions Specialist has a unique opportunity to participate in architecting, developing, and managing Kestra's Advisory Platforms and Investment Solutions. This role collaborates with many other departments such as Finance, Marketing, Technology, Operations, Legal and Compliance, as well as working closely with external vendors and investment managers.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Participate in the design, development, and on-going enhancement of Kestra's advisory platform and investment solutions Serve as an internal subject matter expert on Kestra's advisory platform and investment solutions Play an integral role in the day-to-day management of the advisory platform and develop insights and create solutions to support advisors and our consultants Develop meaningful relationships with advisors, internal teams and external industry participants Work with internal and external teams to ensure timely, accurate and on budget delivery of initiatives Develop an understanding of industry trends, the competitive landscape, and providers in our space Define and develop processes and work with multiple Fintech systems KNOWLEDGE, SKILLS, AND/OR ABILITIES:
To perform this job successfully, the individual should have the following skills and abilities.
Must possess problem-solving skills, attention to detail, relationship management skills and good communication skills, both verbal and written. Personal integrity, professionalism, and strong work ethic Commitment to a culture of professionalism, accountability, client focus and teamwork Ability and interest in working with Fintech systems and processes Ability to work under limited supervision SUPERVISORY RESPONSIBILITIES:
None
EDUCATION AND/OR EXPERIENCE:
Undergraduate degree from a four-year college or university, or equivalent experience Master's degree or other relevant designations desirable A minimum of 2 years of experience in the financial services industry CERTIFICATES, LICENSES, REGISTRATION:
FINRA Series 7, 63/65, 66 preferred INTERNAL APPLICANT POLICY:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
BENEFITS:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full-time, permanent employees).
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment. It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
KESTRA VALUES:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: SERVE, MAKE IT HAPPEN, and ONE TEAM.