Senior Investment Specialist

ABOUT US:

Kestra IM provides market perspectives, portfolio guidance, model management, and other investment advice through and in conjunction with affiliated registered investment advisers and their associated investment adviser representatives. Kestra IM is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Kestra IM is an affiliate of Kestra Holdings. Join the fun and dynamic team at Kestra Investment Management (KIM)! We provide market perspectives, portfolio guidance, and model management to our affiliated registered investment advisers and their associated investment adviser representatives. KIM is an investment adviser registered with the Securities and Exchange Commission ("SEC") and an affiliate of Kestra Holdings. We're looking for an ambitious, energetic, career-focused, and consultative sales leader to assist us in driving adoption of our model portfolios with our affiliated advisors. The ideal candidate will have strong investment knowledge, experience in sales, and a growth mindset. The Senior Investment Specialist will be responsible for driving asset growth at KIM. This includes sales leadership and support, home office and advisor office visits, and leveraging Salesforce CRM throughout the sales cycle. You will also contribute to new product launches, participate in Kestra conferences, and foster ongoing partnerships with other divisions and departments, including wealth management, data analytics, business intelligence, marketing, and operations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

Develop a consultative sales model for our investment offerings, including clear accountability and targets for asset growth, increasing our breadth and depth, and advisor satisfaction Deliver advice to advisors and clients, as needed, on our investment catalogue, portfolio construction, and market insights. Execute sales campaigns based on advisor interest, adoption, conference participation, and seasonal topics. Working in partnership with Marketing, develop a calendar of regular and ad-hoc communications with advisors and clients, and create collateral to support individual investment offerings. Leverage Salesforce for tracking and reporting all sales activity, including building reports and dashboard functionality as needed Serve as a strong sales leader within KIM, helping to build a cohesive team, develop a strategy, and execute on it. Partner with other stakeholders within the Kestra ecosystem to advance the mission of KIM, earning their trust and ensuring KIM is top of mind for the needs of advisors Present to groups of financial professionals to educate and inspire confidence in the solutions offered Sales leadership experience, mentoring and training a sales team, and developing regional territory coverage. Serve as the "voice of the field," articulating back to the investment team the services and solutions advisors want. Ability to travel up to 75% of the time for advisor office visits, Kestra conferences, and time in the home office KNOWLEDGE, SKILLS, AND/OR ABILITIES: Executive presence Goal-focused and process-driven Excellent written and verbal communication skills Collaborative Ability to build lasting relationships Motivation for sales and advisor networking Prospecting skills Relentless Ability to uncover advisor needs, wants, desires, and pain points when considering outsourced model management. Investment and market knowledge Strong webinar and in-person presentation skills for small and large audiences EDUCATION AND EXPERIENCE: College degree or equivalent industry-related experience Sales professional with 7+ years' experience Experience supporting advisors in a sales or business consulting capacity preferred Extensive experience with Salesforce in a prior sales role Intermediate experience with Word, Excel, and PowerPoint Experience with Envestnet and Morningstar is a plus, but not required CERTIFICATIONS AND DESIGNATIONS: FINRA 65 or 66 preferred, or obtained within 6 months of hire CIMA, CFP, or CFA a plus, but not required

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. Kestra Holdings