Qureos Mentor

Kestra Financial

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
 
Lead with Purpose. Partner with Impact.
 As a Closing Unit Trust Administrator with our company, you will support the Closing Unit Trust Officer and report to the Chief Compliance Officer (CCO). You will assist with the closing process and coordination of terminating accounts with other trust officers as necessary. You will assist our team with inquiries from internal and external partners, management of the terminations pipeline, client meetings and different administrative tasks. We offer unique levels of service to solidify the unique experience offered by Arden Trust and need to ensure proficiency with account terminations.
 
What You'll do
 <ul>
<li>Being a part of the trust company, in this role, will require that the candidate can work independently with minimal administrative supervision on highly complex projects with extensive latitude for independent judgment while also possessing the ability to provide communication on issues or complex information to a wide audience based on knowledge.</li>
<li>The candidate will be expected to be a primary mentor for others on staff and as a role model for the rest of team providing direction and training when requested as they will be assigned to the most highly visible, sensitive and critical issues.</li>
<li>While this role supports the assigned Closing Unit Trust Officer in the administration of closing trust accounts, they will also interact in an ongoing relationship with associated financial partners and trust clients to assist with account administration functions to ensure client satisfaction.</li>
<li>Closing trust accounts requires that daily tasks are expected to be completed in regard to processing the closing request with posting receipts, entering pending trade orders, raising cash for distributions, entering check/wire requests, and submitting ACH transfer instructions to ensure a smooth transition out to beneficiaries or successor trustees.</li>
<li>The candidate will handle account inquiries, research account discrepancies, and ensure that documentation is maintained for current and historical monitoring of accounts.</li>
<li>The candidate will also assist with any special projects and other related duties assigned as needed.</li>
</ul>
What you'll Bring
 <ul>
<li>Trust experience specifically with a prior Trust Company in a trust administrative or trust operational role</li>
<li>Strong organizational and communication skills</li>
<li>Ability to multi-task</li>
<li>Working knowledge of Microsoft Office</li>
<li>Trust system experience</li>
<li>Ability to maintain confidentiality and exercise extreme discretion.</li>
<li>Proficiency in MS Outlook, MS Excel, MS Word and MS PowerPoint.</li>
<li>Ability to follow written and oral instructions.</li>
<li>Exhibit professional phone demeanor.</li>
<li>Good organizational skills, efficiency skills, and communication skills, both verbal and written.</li>
<li>Be able to work effectively, independently and collaboratively with a broad range of executives and members of the firm.</li>
<li>Attention to detail.</li>
<li>Commitment to professionalism, accountability, customer focus, and teamwork</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>

Trust Administration - Trust Officer II

Kestra Holdings offers industry-leading wealth management platforms that support independent wealth management professionals nationwide. Through its operating companies, Kestra provides technology, operations, compliance, and people support that enable advisory firms to serve clients effectively while growing sustainable businesses.
 
This role sits within Kestra’s HR organization and supports acquisitions completed by Bluespring Wealth Partners, Kestra’s growth platform focused on partnering with entrepreneurial wealth management firms. Bluespring completes a steady volume of acquisitions each year requiring disciplined execution and close coordination across HR, M&A, Technology, Payroll, and Benefits teams to support employee onboarding and transition.
 The HR M&A Manager is responsible for executing the HR onboarding and integration workstream for acquisitions. This role focuses on employee onboarding, HR system readiness, payroll and benefits setup, and post-close stabilization activities.
 
The HR M&A Manager works hands-on to ensure employees are onboarded accurately and on time, while coordinating closely with the Bluespring M&A team and internal HR, Technology, Payroll, and Operations partners. This role supports multiple acquisitions per year and plays a key role in maintaining consistency, accuracy, and a positive employee experience.
 
What You’ll Do: 
<ul>
<li>Own the end-to-end HR onboarding and integration checklist for each acquisition (from acquisition planning through post-close hypercare), driving milestones, dependencies, and issue resolution.</li>
<li>Partner closely with the Bluespring M&A team, HRBPs, and acquired firm leaders to align on close timing, people risks, communications, and escalation paths pre- and post-close.</li>
<li>Collect, validate, and reconcile employee data and required documentation; ensure onboarding compliance (e.g., background checks, I-9) and appropriate employee file creation/retention.</li>
<li>Coordinate with Recruiting and Legal to support offer letter and employment agreement execution as needed for the transaction.</li>
<li>Coordinate with HRIS and payroll on employee setup, data quality controls, and validation of accurate first payroll execution.</li>
<li>Coordinate with benefits on enrollment/eligibility timing, required data collection, and handoffs for administration and billing.</li>
<li>Plan and deliver day-one onboarding communications and employee orientation sessions to support a consistent, positive employee experience.</li>
<li>Support org and role harmonization for acquired firms in partnership with HRBPs and leaders (e.g., org structure, reporting lines, role/title alignment), including coordinating job classification inputs and FLSA exemption review support as applicable.</li>
<li>Support post-close stabilization and HR operations harmonization (e.g., onboarding processes, timekeeping/pay practices, HR policies, manager/employee communications), ensuring clear handoffs to steady-state HRBP/HR Operations ownership.</li>
</ul>
What You Bring: 
<ul>
<li>Minimum of 5 years of experience in HR operations, HR program/project management, onboarding, and/or M&A integration support.</li>
<li>Proven ability to manage detailed checklists, timelines, and dependencies across multiple workstreams in a fast-paced, deadline-driven environment.</li>
<li>Experience partnering cross-functionally with HRBPs, business leaders (including acquired firm leadership), Payroll, Benefits, Technology, Legal, and M&A teams to drive alignment and resolve issues.</li>
<li>HRBP-style consultative skills to navigate employee transition issues, support day-one communications/orientation, and deliver a consistent employee experience through change.</li>
<li>Working knowledge of job classification and job documentation fundamentals, including exposure to FLSA exemption review support and partnership with HR/Legal as needed.</li>
<li>Strong attention to detail and comfort working with employee data, audits, onboarding compliance, and system validations.</li>
<li>Advanced Excel skills with the ability to track, reconcile, and validate large data sets for HRIS/payroll/benefits onboarding.</li>
<li>Hands-on experience supporting HRIS and/or payroll and benefits onboarding processes (data inputs, validations, and partner coordination).</li>
<li>Clear, direct communicator with the ability to keep multiple stakeholders aligned and drive timely decisions.</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>

HR M&A Manager

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs.
 
Lead with Purpose. Partner with Impact.
 This is an advanced level role with excellent knowledge of the field and strong leadership skills. Oversees account administration ensuring client satisfaction of both trust beneficiaries and referring financial advisors in support of Trust business objectives.
 
What You'll do
 <ul>
<li>Establishes operational objectives and work plans, and delegate’s assignments to subordinates.</li>
<li>Involved in developing, modifying, and executing policies that affect immediate client operations and may have a broader impact to the business unit or division.</li>
<li>Works on issues where analysis of situations or data requires an in-depth knowledge of organizational objectives of the enterprise.</li>
<li>Actively participates in preliminary discovery of new business opportunities; performs administrative reviews; interacts with Financial Advisors; coordinates with business development and document review to evaluate and determine appropriateness of the business.</li>
<li>Implements strategic policies when selecting methods, techniques and evaluation criteria to obtain results.</li>
<li>Establishes and assures adherence to budgets, schedules, work plans and performance requirements.</li>
<li>Requires the ability to change the thinking of, or gain acceptance from, others in sensitive situations without damaging the relationship.</li>
<li>Performs account administration functions according to internal policies and procedures to be efficient and compliant, i.e., account opening, account closing, monitoring investment objectives, overseeing charging and collecting of fees, annual account reviews, encroachment requests and tax preparation.</li>
<li>Responds in a timely manner to management, auditors, and bank examiners’ inquiries as requested; proactively accepts responsibility for solutions and resolutions to problems, reconciliations, and account reviews.</li>
<li>Assists in training and developing trust administrator to confirm familiarity with accounts, processes, policies and procedures.</li>
<li>Communicates and works effectively with all professional partners and co-workers.</li>
<li>Masters all systems involved with Trust account administration to ensure the proper flow of opening, maintaining and monitoring the business.</li>
<li>Other related duties assigned as needed.</li>
</ul>
What you'll Bring
 <ul>
<li>Bachelor’s degree in business administration or other related discipline or the equivalent combination of education, training, or work experience.</li>
<li>7 - 10 year’s Trust Officer experience</li>
<li>A good-working knowledge of all types of Fiduciary relationships.</li>
<li>Strong interpersonal and effective communication skills.</li>
<li>Strong organizational skills and aptitude for detail.</li>
<li>Teamwork and leadership orientation.</li>
<li>Ability to easily adapt to changing work environment.</li>
<li>CTFA (Certified Trust Financial Advisor) designation a plus.</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>

VP, Senior Trust Officer

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 looking for a motivated and detail-oriented Digital Design & Web Content Specialist to help bring our brand stories to life across our digital platforms (e.g., websites, social channels). This entry-level to early-career role focuses on the design, coordination, and implementation of digital content. Working closely with the Creative Team, Communications Team, and other Marketing Strategists, this person will design and publish digital materials that support marketing initiatives while delivering a consistent, high-quality brand experience across Kestra Holdings’ business lines.
 
This individual will be responsible for designing a wide range of content that drives advisor engagement, supports lead generation, and advances Kestra Holdings’ position as a thought leader. They will play a key role in maintaining and enhancing our web presence—ensuring all content and visuals are on-brand, accurate, and visually engaging, in addition to serving as our main “content author” responsible for overseeing the publication of content in a uniform way across all digital properties. They will gain hands-on experience at the intersection of design, web content, and digital marketing, in collaboration with a team of creative professionals who value innovation, quality, and continuous learning.
 
The position offers a competitive compensation and benefits package, with a hybrid work schedule (4 days in-office, 1 day remote).
 
What you’ll Do: 
<ul>
<li>In this role, you’ll focus on designing and deploying digital content for all Kestra Holdings businesses. You’ll thrive in a fast-paced environment where multiple projects and client needs are managed simultaneously, and where attention to detail and clear communication are essential.</li>
<li>Assist with site updates, page layouts, and content formatting within the web content management system (CMS).</li>
<li>Design and implement web content across company sites and related digital platforms, ensuring accuracy, visual consistency, and brand alignment.</li>
<li>Ensure that all content is properly formatted, tagged, and structured according to SEO best practices and technical requirements. This includes applying metadata, implementing schema markup for search engines, and verifying that accessibility standards are met.</li>
<li>Work closely with developers, designers, and SEO specialists to maintain consistency, optimize user experience, and ensure content aligns with brand and technical guidelines.</li>
<li>Conduct continual quality assurance checks for web content, including layout consistency, accessibility, and functionality.</li>
<li>Create and format digital visuals such as web graphics, banners, infographics, and promotional imagery using Canva or Adobe Creative Suite.</li>
<li>Collaborate with the Content Manager and Creative Team to translate written and conceptual content into visually compelling digital experiences.</li>
<li>Help manage and maintain the digital content calendar, coordinating updates and supporting content rollouts.</li>
<li>Track and summarize website performance metrics to support content optimization and user engagement efforts.</li>
<li>Stay current on digital design trends, UX best practices, and accessibility standards to contribute to continuous improvement.</li>
<li>Partner with internal stakeholders and client-facing teams to ensure deliverables meet business needs, compliance requirements, and brand standards.</li>
<li>Manage multiple projects and priorities in a fast-paced environment while maintaining accuracy, consistency, and a polished approach.</li>
</ul>
What You Bring: 
<ul>
<li>Bachelor’s degree in Digital Media, Graphic Design, Marketing, Communications, or a related field preferred.</li>
<li>Equivalent experience or a strong portfolio demonstrating digital design and web content skills will also be considered</li>
<li>0–3 years of experience in digital design, content management, or marketing communications (internship experience welcome).</li>
<li>Familiarity with CMS platforms – strong preference for experience with Sitecore – and an understanding of digital publishing, responsive design, and user experience principles.</li>
<li>Understanding of SEO principles, including keyword optimization, metadata, and schema.org markup.</li>
<li>Knowledge of HTML/CSS basics for formatting and troubleshooting</li>
<li>Familiarity with web accessibility standards (WCAG).</li>
<li>Strong attention to detail for tagging, linking, and content structure.</li>
<li>Ability to work with analytics tools (Google Analytics, Search Console) for performance insights.</li>
<li>Proficiency in Canva or Adobe Creative Suite (Photoshop, Illustrator, InDesign) for design and layout creation.</li>
<li>Clear, professional written and verbal communication skills.</li>
<li>Strong sense of design, layout, and attention to detail.</li>
<li>Strong communication and collaboration skills for cross-functional teamwork.</li>
<li>Excellent organizational and project management skills, including ability to balance multiple projects in a fast-paced environment.</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>

Marketing - Digital Design Specialist

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.
 The Client Service Director is a senior individual contributor role within our Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors.
 This role blends relationship management, operational expertise and follow-through, and cross-functional coordination. You’ll be the key point of contact for complex service matters, owning requests from start to finish and advocating for your advisors across internal teams. While this is not a people leader role, it requires strong leadership traits: initiative, accountability, and the ability to influence outcomes across teams.
 
What You’ll Do: 
<ul>
<li>Act as a point of contact for all service-related matters for your assigned advisor segment Develop a deep understanding of each firm’s structure, service preferences, and long-term goals</li>
<li>Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes</li>
<li>Build strong partnerships with Business Development, Relationship Management, and internal teams to align on our client’s operational strategies and support growth and retention</li>
<li>Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency</li>
<li>Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention</li>
<li>Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence</li>
<li>Analyze advisor feedback, service metrics, and operational data to identify themes and areas for improvement.</li>
<li>Lead or contribute to cross-functional initiatives aimed at improving advisor experience, increasing efficiency, or reducing service risk.</li>
<li>Collaborate with peers and leadership to define best practices and implement scalable service enhancements.</li>
<li>Support enterprise projects, platform updates, or new initiatives with a client lens, ensuring service continuity and change readiness.</li>
<li>Bring thoughtful structure and strategy to ambiguous problems; assess root causes and propose high-impact solutions.</li>
<li>Partner with other service directors to maintain consistency and share best practices across the client experience.</li>
</ul>
What You Bring: 
<ul>
<li>8+ years of experience in client service, operations, or relationship management, preferably within financial services</li>
<li>5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration</li>
<li>3+ years of broker-dealer experience</li>
<li>Strong understanding of brokerage, advisory, or investment products and services</li>
<li>Experience supporting or working closely with financial advisors is highly preferred</li>
<li>Familiarity with CRM systems, workflow tools, and financial platforms is a plus</li>
<li>Proven ability to handle escalations and/or complex client requests</li>
<li>Ability to build rapport and trust in a fast-paced, professional environment</li>
<li>Strong process orientation with an eye towards scalability and efficiency</li>
<li>A proactive, solution-oriented mindset focused on delivering value to clients</li>
<li>Problem solving and decision making skills with attention to process and risk</li>
</ul>
Certificates, Licenses, Registrations: 
<ul>
<li>SIE</li>
<li>Series 7 License Required.</li>
<li>Series 24 Preferred</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>

Client Service Director

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.
 
Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. We foster a collaborative, entrepreneurial culture while providing the scale, stability, and resources of a large enterprise. Our Technology organization plays a critical role in enabling innovation, scalability, and operational excellence across the firm.
 
The Senior Executive Assistant is a full-time, in-office role responsible for supporting senior technology leaders. This role is a trusted partner who enables leaders to operate at their highest impact by managing complex schedules, coordinating priorities, and ensuring seamless day-to-day operations. The ideal candidate is highly organized, proactive, discreet, and thrives in a fast-paced, technology-driven environment.
 
What You’ll Do
 
<ul>
<li>Provide comprehensive administrative support to senior technology leaders, including calendar management, meeting coordination, correspondence, expense tracking, and travel arrangements.</li>
<li>Serve as a key point of contact and liaison between executives, senior stakeholders, and external vendors.</li>
<li>Coordinate and schedule meetings with vendors, internal partners, and senior stakeholders, including logistics, room setup, and catering as needed.</li>
<li>Manage and maintain executive calendars, conference rooms, and meeting materials to ensure efficient use of time and resources.</li>
<li>Support daily executive activities such as meetings, calls, and leadership forums, ensuring leaders are well-prepared and informed.</li>
<li>Handle document management, including scanning, organizing, and maintaining records in accordance with company standards.</li>
<li>Oversee office operations and logistics, including office equipment, supplies, and coordination with building and office management (e.g., access, internet, seating charts, workstations, and new-hire setup).</li>
<li>Assist with special projects and initiatives across the Digital Technology organization.</li>
<li>Coordinate team events, offsites, and leadership meetings to foster collaboration, engagement, and team culture.</li>
<li>Participate as a member of the Executive Assistant team by coordinating office-wide events, providing front desk coverage when needed, and supporting EA vacation and coverage schedules.</li>
<li>Maintain professionalism and confidentiality while exercising sound judgment and discretion in all interactions.</li>
</ul>
What You Bring
 
<ul>
<li>Ability to maintain confidentiality and exercise discretion while supporting senior leaders.</li>
<li>At least 3 years of experience serving as an Executive Assistant to senior leaders in a fast-paced environment.</li>
<li>Strong proficiency in Microsoft Office applications, including Outlook, Word, Excel, and PowerPoint.</li>
<li>Excellent organizational, time-management, and prioritization skills with strong attention to detail.</li>
<li>Clear, professional, and effective communication skills—both written and verbal.</li>
<li>Ability to follow written and verbal instructions while proactively anticipating needs.</li>
<li>Professional phone and in-person demeanor, with a service-oriented mindset.</li>
<li>A commitment to serving as a culture carrier for the Digital Technology team and Kestra as a whole, modeling professionalism, collaboration, and accountability.</li>
<li>Commitment to professionalism, accountability, teamwork, and operational excellence.</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>

Executive Assistant

Join Kestra Financial and explore 6   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.