Head of Operations & Business Management

Kestra Holdings Website:

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

We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. You will collaborate with cross-functional teams, including business intelligence and executive leadership, to drive data-informed decisions and support our advisor-first culture.

Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies.

Operational Analysis: Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures.

Project Management: Lead complex projects with well-defined plans, including project charters, action plans, progress trackers, and RACI matrices.

Data Analysis & Reporting: Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership.

Change Management: Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans.

Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.

Continuous Improvement: Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency.

Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint.

Experience with Power BI, Tableau, Salesforce, Smartsheet.

Strong technical writing and presenting skills.

Ability to articulate risks and propose solutions to various levels of staff and management.

Bachelor's degree required; MBA preferred.

Experience: Minimum of 3 years in financial industry.

Data-Driven Decision Making (DDM)

Project Management Professional (PMP)

CompTIA Data+

Internal Application Policy:

401(k), health insurance, and a competitive benefits package

Help clients navigate meaningful financial decisions with confidence

Opportunities for training, development, and long-term growth within the firm

Tuition reimbursement for qualified expenses

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. Kestra Holdings Website:

LinkedIn:

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.

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