Director of Revenue

Director Of Revenue

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.

The Director of Revenue is responsible for providing comprehensive revenue insight, forecasting, and decision support across Kestra Direct, Private Wealth (including Arden Trust), and Kestra Insurance. This role partners closely with executive leadership, Finance, and business heads to drive visibility into revenue performance, identify growth opportunities, and support strategic decision-making through rigorous analysis and financial modeling. This role serves as the central owner of revenue analytics, planning, and modeling—ensuring leadership has accurate, actionable insights across multiple products, entities, and distribution models.

What You'll Do:

• Own consolidated revenue reporting across Kestra Direct, Private Wealth (including Arden Trust), and Kestra Insurance and act as a strategic finance partner to business leaders
• Compile, analyze, and present monthly and quarterly revenue performance, trends, and drivers to executive leadership
• Develop dashboards and reporting packages focused on key metrics such as AUM-based fees, commissions, trust revenue, insurance revenue, advisor productivity, and net flows
• Partner with FP&A and Accounting to ensure consistency between revenue reporting, forecasts, and financial statements
• Lead revenue forecasting processes, including annual planning, rolling forecasts, and long-range projections
• Build and maintain complex financial models to evaluate growth initiatives, pricing changes, compensation structures, and new product or advisor programs
• Support scenario planning and executive decision-making related to M&A, organic growth strategies, and platform investments
• Help prepare all external reporting (Lender, Rating Agency, Equity investors etc)

What You Bring:

• Bachelor's Degree in Finance or Accounting or related field.
• 7+ years' experience building financial models to support C-level decision making.
• Deep understanding of revenue models within wealth management, independent advisor platforms, trust services, and insurance businesses
• Advanced Excel proficiency
• Comfort level working with extremely large data sets.
• Proficiency in corporate finance conceptual frameworks (IRR, operating leverage, etc...).
• Solid understanding of financial accounting.
• Excellent written and verbal communication skills.

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:

• Competitive pay and benefits with a large employer (over 1600 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

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.