ABOUT US:
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come.
Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400 independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.
We are seeking a dynamic and experienced Head of Events to lead our Events team and oversee the planning, execution, and evaluation of all corporate events within the wealth management industry. The ideal candidate will have a proven track record in event management, with a focus on an annual thought leadership conference, advisor councils, recognition events and employee engagement. Reporting directly to the Chief Marketing Officer, the Head of Events will play a pivotal role in enhancing our brand image, fostering client relationships, and driving business growth through impactful event experiences.
Key Responsibilities:

• Develop and execute comprehensive event strategies aligned with organizational objectives and divisional needs within the wealth management industry.
• Lead a team of event professionals, providing guidance, coaching, and support to ensure the successful execution of all events.
• Collaborate with cross-functional teams, including Marketing, Sales, and Product Development, to integrate events into broader marketing campaigns and initiatives within the wealth management sector.
• Oversee the planning, budgeting, and logistics for all events, ensuring adherence to timelines, financial targets, and quality standards.
• Cultivate and maintain relationships with vendors, sponsors, and partners within the wealth management industry to enhance event experiences and optimize resources.
• Drive innovation in event design and delivery, leveraging technology and industry best practices to create engaging and memorable experiences for high-net-worth clients and executives.
• Measure and analyze event performance metrics within the wealth management sector, providing insights and recommendations for continuous improvement and ROI optimization.
• Ensure compliance with regulatory requirements and industry standards applicable to events within the wealth management sector, maintaining confidentiality and privacy as necessary.
• Stay abreast of industry trends, emerging technologies, and competitive landscape within the wealth management industry to inform event strategies and enhance organizational capabilities.

Qualifications:

• Bachelor's degree in Marketing, Business Administration, Hospitality Management, or related field; advanced degree a plus
• Minimum of 7-10 years of experience in event management, with a focus on corporate events and conferences within the wealth management industry.
• Proven leadership experience, with the ability to inspire and motivate teams to achieve excellence.
• Strong project management skills, with the ability to prioritize competing demands and deliver results in a fast-paced environment.
• Exceptional communication and interpersonal skills, with the ability to collaborate effectively across all levels of the organization and with high-net-worth clients and executives.
• Strategic thinker with a customer-centric mindset and a passion for delivering exceptional event experiences within the wealth management sector.
• Proficiency in event management software, CRM systems, and other relevant tools.
• Flexibility to travel as needed for event planning and execution within the wealth management industry.

This is an exciting opportunity for a strategic and innovative leader to make a significant impact on our organization's growth and success through the power of events within the wealth management sector. If you thrive in a dynamic environment and are passionate about creating memorable experiences for Financial Advisors who serve high-net-worth clients, we want to hear from you!
INTERNAL APPLICANT 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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
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.