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

Lead with Purpose. Partner with Impact.

We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. In this hybrid role, you will lead strategic initiatives, analyze operational processes, and develop solutions that enhance efficiency and effectiveness across the organization. You will collaborate with cross-functional teams, including business intelligence and executive leadership, to drive data-informed decisions and support our advisor-first culture.

What you’ll Do:

Strategic Initiative Leadership: 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.
Documentation & Communication: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.
Experience in explaining complex processes to non-expert audiences.

What You Bring:

Education: Bachelor's degree required; MBA preferred.
Experience: Minimum of 3 years in financial industry.
Data-Driven Decision Making (DDM)
Project Management Professional (PMP)
Six Sigma Black Belt
CompTIA Data+
Associate Certified Analytics Professional (aCAP)

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.

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Business Operations Manager