Kestra Financial
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Business Initiatives Consultant
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Kestra Financial . Get AI‑powered advice on this job and more exclusive features.
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 We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. In this hybrid role, you will lead strategic initiatives, analyze operational processes, and develop solutions that enhance efficiency and effectiveness across the organization. You will collaborate with cross‑functional teams, including business intelligence and executive leadership, to drive data‑informed decisions and support our advisor‑first culture.
Responsibilities
Strategic Initiative Leadership: Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies.
Operational Analysis: Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures.
Project Management: Lead complex projects with well‑defined plans, including project charters, action plans, progress trackers, and RACI matrices.
Data Analysis & Reporting: Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership.
Change Management: Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans.
Documentation & Communication: Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.
Continuous Improvement: Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency.
Skills
Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint.
Experience with Power BI, Tableau, Salesforce, Smartsheet.
Strong technical writing and presenting skills.
Ability to articulate risks and propose solutions to various levels of staff and management.
Experience in explaining complex processes to non‑expert audiences.
Education and Experience
Education: Bachelor's degree required; MBA preferred.
Experience: Minimum of 3 years in financial industry.
Certifications (highly considered)
Data‑Driven Decision Making (DDM)
Project Management Professional (PMP)
Six Sigma Black Belt
CompTIA Data+
Associate Certified Analytics Professional (aCAP)
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
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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Consulting, Information Technology, and Sales
Location: Phoenix, AZ
#J-18808-Ljbffr
Business Initiatives Consultant
role at
Kestra Financial . Get AI‑powered advice on this job and more exclusive features.
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 We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. In this hybrid role, you will lead strategic initiatives, analyze operational processes, and develop solutions that enhance efficiency and effectiveness across the organization. You will collaborate with cross‑functional teams, including business intelligence and executive leadership, to drive data‑informed decisions and support our advisor‑first culture.
Responsibilities
Strategic Initiative Leadership: Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies.
Operational Analysis: Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures.
Project Management: Lead complex projects with well‑defined plans, including project charters, action plans, progress trackers, and RACI matrices.
Data Analysis & Reporting: Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership.
Change Management: Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans.
Documentation & Communication: Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.
Continuous Improvement: Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency.
Skills
Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint.
Experience with Power BI, Tableau, Salesforce, Smartsheet.
Strong technical writing and presenting skills.
Ability to articulate risks and propose solutions to various levels of staff and management.
Experience in explaining complex processes to non‑expert audiences.
Education and Experience
Education: Bachelor's degree required; MBA preferred.
Experience: Minimum of 3 years in financial industry.
Certifications (highly considered)
Data‑Driven Decision Making (DDM)
Project Management Professional (PMP)
Six Sigma Black Belt
CompTIA Data+
Associate Certified Analytics Professional (aCAP)
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
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.
Seniority level: Mid‑Senior level
Employment type: Full‑time
Job function: Consulting, Information Technology, and Sales
Location: Phoenix, AZ
#J-18808-Ljbffr