Tech Advisor Strategy & Ecosystem - Product Support Engineer

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. What You’ll Do Configure, validate, and support the Investor Solution to ensure a seamless advisor experience. Develop standard operating procedures, support playbooks, and key performance metrics for the platform. Provide high‑quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration. Provision and manage user access, ensuring timely setup and adherence to service‑level agreements (SLAs). Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution. Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long‑term support model for the Investor Solution. What You Bring Bachelor’s degree or equivalent hands‑on experience in a technology‑related field. Background in the financial services industry is preferred. Prior experience in a technical support role is a plus. Prior experience with SQL or Salesforce is a plus. Exceptional customer service orientation with strong communication skills. Strong attention to detail and a high level of accuracy. Skilled in setting, managing, and aligning with client expectations. Strong analytical and problem‑solving abilities, with excellent verbal and written communication skills. Benefits Competitive pay and benefits with a large employer (over 1,600 employees nationwide). 401(k), health insurance, and a competitive benefits package. Work in a supportive, collaborative environment committed to professional excellence. Help clients navigate meaningful financial decisions with confidence. Opportunities for training, development, and long‑term growth within the firm. Tuition reimbursement for qualified expenses. Equal Employment Opportunity Statement 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. #J-18808-Ljbffr Kestra Financial