Qureos Mentor

Kestra Financial

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.
 
Lead with Purpose. Partner with Impact.
 
We are building a brand new Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our next generation platform designed to empower advisors and elevate the client experience. As a Product Support Engineer, you will play a foundational role in shaping how advisors onboard, configure, and successfully adopt this transformative solution.
 
This is not a traditional support role. You will be fully immersed in the agile delivery and rollout of the Investor Solution, working side by side with product, engineering, and implementation teams. Through this hands on experience, you will develop deep platform expertise and become a trusted partner to advisors as they integrate the Investor Solution into their daily workflows.
 
What You'll Do: 
<ul>
<li>Configure, validate, and support the Investor Solution to ensure a seamless advisor experience.</li>
<li>Develop standard operating procedures, support playbooks, and key performance metrics for the platform.</li>
<li>Provide high quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration.</li>
<li>Provision and manage user access, ensuring timely setup and adherence to service level agreements (SLAs).</li>
<li>Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution.</li>
<li>Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long term support model for the Investor Solution.</li>
</ul>
What You Bring: 
<ul>
<li>Bachelor’s degree or equivalent hands on experience in a technology related field</li>
<li>Background in the financial services industry is preferred</li>
<li>Prior experience in technical support role is a plus</li>
<li>Prior experience with SQL or Salesforce is a plus</li>
<li>Exceptional customer service orientation with strong communication skills</li>
<li>Strong attention to detail and a high level of accuracy</li>
<li>Skilled in setting, managing, and aligning with client expectations</li>
<li>Strong analytical and problem solving abilities, with excellent verbal and written communication skills</li>
</ul>
Internal Application 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 to support you: 
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
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.
 Explore Life at Kestra
 Kestra Holdings Website: https://www.kestrafinancial.com/
 Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
 LinkedIn: https://www.linkedin.com/company/kestra-financial
 Apply Today
 Lead with purpose. Apply now and help shape the future of Kestra.
 Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
 <ul>
<li>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.</li>
<li>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.</li>
</ul>

Product Support Engineer

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients
 
Lead with Purpose. Partner with Impact
 Provide leadership and overall direction to Supervision personnel ensuring the efficiency of the business unit and manage the risk of the Kestra affiliated broker dealer and RIA’s. Ensure compliance with industry and company policies and procedures. This position reports to the Head of Supervision.
 
What You’ll Do: 
<ul>
<li>Responsible for hiring, supervising, developing and motivating staff</li>
<li>Ensures all guides and manuals are accurate and intuitive</li>
<li>Provides training and cross-training for all personnel</li>
<li>Evaluates workloads and responsibilities, proposing changes to assignments to maintain an efficient workflow</li>
<li>Participates in organizational committees to address governance of business and risk needs.</li>
<li>Provides guidance to staff and/or personally researches and resolves complex issues</li>
<li>Coordinates back-up support for all positions</li>
<li>Participates in and leads department level projects and initiatives</li>
<li>Assists Head of Supervision with other duties and special projects as required</li>
<li>Regularly conducts written performance evaluations, including goal setting and employee development</li>
<li>Commitment to culture requires a demonstration of professionalism, accountability, customer/client focus, and teamwork.</li>
</ul>
What You Bring: 
<ul>
<li>Bachelor's degree and / or 10+ years industry experience, most recently in compliance, risk management or supervision experience</li>
<li>5+ years of experience managing direct reports</li>
<li>Must have strong managerial and leadership skills</li>
<li>Must have highly developed motivational and interpersonal communication skills</li>
<li>Must have a comprehensive knowledge of investment products</li>
<li>Industry trends, competitive dynamics, and regulatory environment</li>
<li>Change management and transformation initiatives</li>
<li>Must have organizational, filing, time management, and customer service skills</li>
<li>Must be proficient in MS suite</li>
</ul>
Certifications and Licenses: 
<ul>
<li>Series 7, 24 or 9/10, and 66 or 63/65 required</li>
<li>Series 53, 24 if 9/10 only, required within 3 months of hire</li>
<li>Series 4, Life and Health Insurance licenses a plus, but not required</li>
</ul>
Internal Application 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 to support you: 
<ul>
<li>Competitive pay and benefits with a large employer (over 1600 employees nationwide)</li>
<li>401(k), health insurance, and a competitive benefits package</li>
<li>Work in a supportive, collaborative environment committed to professional excellence</li>
<li>Help clients navigate meaningful financial decisions with confidence</li>
<li>Opportunities for training, development, and long-term growth within the firm</li>
<li>Tuition reimbursement for qualified expenses</li>
</ul>
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.
 Explore Life at Kestra
 Kestra Holdings Website: https://www.kestrafinancial.com/
 Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
 LinkedIn: https://www.linkedin.com/company/kestra-financial
 Apply Today
 Lead with purpose. Apply now and help shape the future of Kestra.
 Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
 <ul>
<li>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.</li>
<li>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.</li>
</ul>

Director, Supervision

Join Kestra Financial and explore 2   exciting career opportunities. They're hiring for various roles with options for remote or on-site work. Apply today and become part of their innovative team.

Kestra Financial

About Company

Product Support Engineer

Director, Supervision