Kestra Financial
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Human Resources - HR Business Partner
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Kestra Financial 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. We are seeking an HR Business Partner (HRBP) who thrives in a dynamic environment and enjoys wearing multiple hats. This role is an HR Business Partner—providing direct support to managers and employees on core HR matters—and also a backup for our Talent Management initiatives—helping drive key programs in employee engagement, performance management, and leadership development. The HRBP will act as a strategic advisor to business leaders, ensuring that people strategies align with company objectives while also playing a hands-on role in executing key talent initiatives that enhance our culture and workforce development. Key Responsibilities
HR Business Partner: Serve as a trusted HR partner to all levels of management, helping align HR strategies with business goals. Guide managers on employee relations matters, ensuring fairness, consistency, and a positive work environment. Advise leaders on performance management, coaching conversations, and fostering a culture of accountability. Support workforce planning, team structuring, and change management initiatives. Ensure adherence to employment laws and HR policies, balancing risk while supporting business needs. Build strong cross-functional relationships and influence without authority. Ability to pivot quickly while managing shifting priorities and deliverables. Talent Management
Play a key role in employee engagement efforts, including analyzing and implementing action plans from surveys. Support the execution of performance review processes, manager training, and continuous feedback strategies. Assist in developing programs that enhance leadership capabilities and succession planning. Collaborate on learning & development, career frameworks, and other company-wide talent initiatives. Leverage HR data and analytics to identify trends, inform strategic decisions, and provide actionable insights to business leaders. Qualifications
Experience: 5+ years of progressive HR experience, ideally in HR business partner roles with exposure to talent management. Education: Bachelor’s degree in human resources, Business Administration, or a related field. HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP) is a plus. Skills
Strong business acumen with the ability to connect HR strategies to business outcomes. Strong problem-solving and critical thinking skills. Excellent interpersonal and communication skills, with the ability to influence and build relationships at all levels. Experience handling sensitive employee relations matters with discretion and sound judgment. Ability to manage multiple priorities in a fast-paced, dynamic environment. Familiarity with employment laws and HR best practices. Demonstrated understanding of compensation and benefits. Proficiency with reporting tools such as Power BI, or Tableau. Microsoft applications including Excel, Word, and PowerPoint. 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). Disclosures
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. Note: This description summarizes the role elements and does not include every task that may be required for the position.
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Human Resources - HR Business Partner
role at
Kestra Financial 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. We are seeking an HR Business Partner (HRBP) who thrives in a dynamic environment and enjoys wearing multiple hats. This role is an HR Business Partner—providing direct support to managers and employees on core HR matters—and also a backup for our Talent Management initiatives—helping drive key programs in employee engagement, performance management, and leadership development. The HRBP will act as a strategic advisor to business leaders, ensuring that people strategies align with company objectives while also playing a hands-on role in executing key talent initiatives that enhance our culture and workforce development. Key Responsibilities
HR Business Partner: Serve as a trusted HR partner to all levels of management, helping align HR strategies with business goals. Guide managers on employee relations matters, ensuring fairness, consistency, and a positive work environment. Advise leaders on performance management, coaching conversations, and fostering a culture of accountability. Support workforce planning, team structuring, and change management initiatives. Ensure adherence to employment laws and HR policies, balancing risk while supporting business needs. Build strong cross-functional relationships and influence without authority. Ability to pivot quickly while managing shifting priorities and deliverables. Talent Management
Play a key role in employee engagement efforts, including analyzing and implementing action plans from surveys. Support the execution of performance review processes, manager training, and continuous feedback strategies. Assist in developing programs that enhance leadership capabilities and succession planning. Collaborate on learning & development, career frameworks, and other company-wide talent initiatives. Leverage HR data and analytics to identify trends, inform strategic decisions, and provide actionable insights to business leaders. Qualifications
Experience: 5+ years of progressive HR experience, ideally in HR business partner roles with exposure to talent management. Education: Bachelor’s degree in human resources, Business Administration, or a related field. HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP) is a plus. Skills
Strong business acumen with the ability to connect HR strategies to business outcomes. Strong problem-solving and critical thinking skills. Excellent interpersonal and communication skills, with the ability to influence and build relationships at all levels. Experience handling sensitive employee relations matters with discretion and sound judgment. Ability to manage multiple priorities in a fast-paced, dynamic environment. Familiarity with employment laws and HR best practices. Demonstrated understanding of compensation and benefits. Proficiency with reporting tools such as Power BI, or Tableau. Microsoft applications including Excel, Word, and PowerPoint. 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). Disclosures
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. Note: This description summarizes the role elements and does not include every task that may be required for the position.
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