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.

The Director, Bluespring Finance is responsible for providing comprehensive financial planning, reporting, forecasting, and decision support across the Bluespring Wealth Partners platform. This role serves as the primary finance business partner to Bluespring leadership and affiliated firms, providing actionable financial insight to drive growth, profitability, and operational performance.

This role partners closely with firm leadership, Bluespring corporate leadership, FP&A, Accounting, M&A, and Executive Management to provide visibility into financial performance, identify opportunities and risks, and support strategic decision-making. The Director will lead monthly reporting, quarterly forecasting, annual budgeting, and performance management processes while serving as a trusted advisor to business leaders across the Bluespring channel. This position serves as the central owner of financial reporting and planning for Bluespring, ensuring leadership has accurate, timely, and actionable insights across a rapidly growing and acquisition-driven platform.

What You’ll Do: 

Act as the lead finance business partner to Bluespring leadership and affiliated firms.
Develop strong relationships with business leaders and firm executives to understand operational drivers, strategic priorities, and financial performance.
Provide financial guidance and support for business initiatives, hiring decisions, compensation programs, acquisitions, and strategic investments.
Own monthly financial reporting for Bluespring and affiliated firms.
Compile, analyze, and present monthly and quarterly financial performance, trends, and key business drivers to executive leadership.
Prepare reporting packages and dashboards focused on Revenue, EBITDA, AUM, Organic Growth, Net New Assets, and other key operating metrics.
Deliver insightful variance analysis versus budget, forecast, prior year, and prior period results.
Partner with Accounting and FP&A to ensure consistency between reported results, forecasts, and financial statements.
Lead quarterly forecasting processes across the Bluespring platform, partnering directly with firm leadership to develop accurate projections and identify key risks and opportunities.
Lead annual budgeting and long-range planning processes for the Bluespring channel.
Build and maintain financial models supporting growth initiatives, acquisitions, compensation programs, resource planning, and profitability improvement efforts.
Support scenario planning and executive decision-making related to M&A, organic growth strategies, advisor transitions, and platform investments.
Analyze firm-level performance and identify opportunities to improve revenue growth, operating leverage, and EBITDA performance.
Prepare executive-level presentations and reporting materials for senior management, lenders, investors, and board reporting processes.
Provide ad hoc financial analysis and decision support for Bluespring leadership and executive management.
Drive continuous improvement of financial reporting, forecasting accuracy, and planning processes.
Partner with Finance leadership to establish scalable reporting and planning capabilities that support continued growth of the Bluespring platform.
Lead, mentor, and develop finance team members while promoting a strong culture of business partnership and accountability

What You Bring: 

Bachelor's Degree in Finance, Accounting, Economics, or related field.
15+ years of progressive FP&A, corporate finance, or business finance experience.
10+ years of leadership experience.
Advanced Excel and financial modeling experience.
Experience supporting executive leadership and business unit leaders.
Wealth management, RIA, asset management, or financial services industry experience preferred.
Deep understanding of FP&A, forecasting, budgeting, and management reporting.
Strong knowledge of wealth management and RIA business models, including AUM-based revenue streams and advisor compensation structures.
Advanced Excel proficiency.
Comfort level working with large and complex data sets.
Experience developing financial models to support strategic and operational decision-making.
Solid understanding of financial accounting and financial statements.
Excellent written and verbal communication skills.
Strong interpersonal skills and ability to work dynamically across teams.
Highly analytical, detail-oriented, and able to balance strategic thinking with hands-on execution.
Proven ability to partner effectively across business lines and influence senior stakeholders.
Experience preparing executive and board-level presentations.

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.

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:

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.

Learn more about this Employer on their Career Site