Kestra PWS
Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America
Job Description
Posted Thursday, October 9, 2025 at 6:00 AM ABOUT US: Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates. Title:
Marketing Automation Specialist Reports to:
Head of Lead Generation Location:
A t Holding Company HQ is Austin, TX Responsibilities
Develop and execute multi-channel marketing automation strategies across email and digital channels to support lead generation, nurture, and client retention. Design, build, and optimize customer journeys, campaigns, and automation workflows within Salesforce Marketing Cloud and Gong Engage. Segment audiences and leverage behavioral, demographic, and firmographic data to deliver personalized and scalable communication. Collaborate cross-functionally with Marketing, Sales, RevOps, and Data teams to align automation strategies with revenue goals and advisor engagement objectives. Implement lead scoring and routing models to ensure qualified leads are efficiently passed to business development teams. Maintain data integrity by managing syncing processes between Salesforce CRM, Marketing Cloud, and other martech systems. Monitor, analyze, and report on campaign performance metrics, providing actionable insights to improve conversion rates and ROI. Continuously test and iterate on email templates, messaging, send times, and workflows to enhance engagement and performance. Oversee email communication compliance and internal data privacy policies in all outbound communications. Identify and implement new automation tools, integrations, and best practices to advance Kestra’s marketing technology stack. Qualifications
3 + years of experience in marketing automation, lifecycle marketing, or demand generation within a B2B or financial services environment. Advanced proficiency in Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio, Audience Builder) and familiarity with Gong Engage or similar engagement platforms. Strong understanding of CRM systems, preferably Salesforce, including data segmentation, field mapping, and campaign integration. Proven track record of developing and optimizing automated campaigns that drive measurable revenue impact. Analytical mindset with experience in performance tracking, A/B testing, and data-driven decision-making. Familiarity with lead scoring models, campaign attribution, and reporting through dashboards or BI tools. Knowledge of email compliance standards and best practices in email deliverability. Excellent communication and collaboration skills with a demonstrated ability to work cross-functionally with marketing, sales, and technology teams. Self-starter with strong project management skills, attention to detail, and a passion for continuous improvement in marketing technology. Education
Bachelor’s degree from a four-year accredited college or university. 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. 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.
#J-18808-Ljbffr
Posted Thursday, October 9, 2025 at 6:00 AM ABOUT US: Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates. Title:
Marketing Automation Specialist Reports to:
Head of Lead Generation Location:
A t Holding Company HQ is Austin, TX Responsibilities
Develop and execute multi-channel marketing automation strategies across email and digital channels to support lead generation, nurture, and client retention. Design, build, and optimize customer journeys, campaigns, and automation workflows within Salesforce Marketing Cloud and Gong Engage. Segment audiences and leverage behavioral, demographic, and firmographic data to deliver personalized and scalable communication. Collaborate cross-functionally with Marketing, Sales, RevOps, and Data teams to align automation strategies with revenue goals and advisor engagement objectives. Implement lead scoring and routing models to ensure qualified leads are efficiently passed to business development teams. Maintain data integrity by managing syncing processes between Salesforce CRM, Marketing Cloud, and other martech systems. Monitor, analyze, and report on campaign performance metrics, providing actionable insights to improve conversion rates and ROI. Continuously test and iterate on email templates, messaging, send times, and workflows to enhance engagement and performance. Oversee email communication compliance and internal data privacy policies in all outbound communications. Identify and implement new automation tools, integrations, and best practices to advance Kestra’s marketing technology stack. Qualifications
3 + years of experience in marketing automation, lifecycle marketing, or demand generation within a B2B or financial services environment. Advanced proficiency in Salesforce Marketing Cloud (Email Studio, Journey Builder, Automation Studio, Audience Builder) and familiarity with Gong Engage or similar engagement platforms. Strong understanding of CRM systems, preferably Salesforce, including data segmentation, field mapping, and campaign integration. Proven track record of developing and optimizing automated campaigns that drive measurable revenue impact. Analytical mindset with experience in performance tracking, A/B testing, and data-driven decision-making. Familiarity with lead scoring models, campaign attribution, and reporting through dashboards or BI tools. Knowledge of email compliance standards and best practices in email deliverability. Excellent communication and collaboration skills with a demonstrated ability to work cross-functionally with marketing, sales, and technology teams. Self-starter with strong project management skills, attention to detail, and a passion for continuous improvement in marketing technology. Education
Bachelor’s degree from a four-year accredited college or university. 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. 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.
#J-18808-Ljbffr