Kestra PWS
Overview
Kestra Financial is seeking a Sr. Onboarding Operations Specialist. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training, with back-office operational processing (35%) during non-travel windows. The position supports new advisor firms as they transition into the Kestra Financial ecosystem and collaborates with internal teams to improve onboarding processes and contribute to best practices within the firm. Responsibilities
Travel to advisor offices to deliver hands-on operational training and ongoing support. Serve as the primary point of contact during onboarding engagements, addressing operational and account setup questions. Lead training sessions for advisors and their staff on AdvisorComplete℠, onboarding workflows, and documentation requirements. Troubleshoot operational issues, provide real-time solutions, and escalate complex matters as necessary. Operational Processing & Back-Office Support (35%)
Process new accounts, incoming transfers, direct rollovers, and set up key account features (e.g., SWPs, PIPs, check writing). Review and validate paperwork for accuracy and completeness. Collaborate with internal teams (Sales Supervision, Trading, Cashiering) to ensure smooth account processing. Maintain accurate client records in systems such as LaserFiche and others. Address advisor inquiries via phone and email regarding account and transfer statuses.
Knowledge, Skills, and/or Abilities
Proficiency in MS Office (Word, Excel, Outlook, PowerPoint). Strong attention to detail, organizational skills, and the ability to manage multiple tasks. Excellent interpersonal and communication skills, both written and verbal. Ability to work independently in the field with minimal supervision. Travel Requirements
Ability to travel up to 80% of the time for meetings, events, or client visits. Must be available to work some Saturdays as needed. Education and/or Experience
High school diploma or equivalent required; college degree in a related field preferred. Minimum of 2 years of experience in financial services or client onboarding roles. 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.
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Kestra Financial is seeking a Sr. Onboarding Operations Specialist. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training, with back-office operational processing (35%) during non-travel windows. The position supports new advisor firms as they transition into the Kestra Financial ecosystem and collaborates with internal teams to improve onboarding processes and contribute to best practices within the firm. Responsibilities
Travel to advisor offices to deliver hands-on operational training and ongoing support. Serve as the primary point of contact during onboarding engagements, addressing operational and account setup questions. Lead training sessions for advisors and their staff on AdvisorComplete℠, onboarding workflows, and documentation requirements. Troubleshoot operational issues, provide real-time solutions, and escalate complex matters as necessary. Operational Processing & Back-Office Support (35%)
Process new accounts, incoming transfers, direct rollovers, and set up key account features (e.g., SWPs, PIPs, check writing). Review and validate paperwork for accuracy and completeness. Collaborate with internal teams (Sales Supervision, Trading, Cashiering) to ensure smooth account processing. Maintain accurate client records in systems such as LaserFiche and others. Address advisor inquiries via phone and email regarding account and transfer statuses.
Knowledge, Skills, and/or Abilities
Proficiency in MS Office (Word, Excel, Outlook, PowerPoint). Strong attention to detail, organizational skills, and the ability to manage multiple tasks. Excellent interpersonal and communication skills, both written and verbal. Ability to work independently in the field with minimal supervision. Travel Requirements
Ability to travel up to 80% of the time for meetings, events, or client visits. Must be available to work some Saturdays as needed. Education and/or Experience
High school diploma or equivalent required; college degree in a related field preferred. Minimum of 2 years of experience in financial services or client onboarding roles. 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.
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