Operations Associate

Bluespring Wealth Partners is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class teams who provide financial planning and investing services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business consulting expertise and strategic investments in key areas of growth.

At KDI Wealth Management, we believe in excellence through collaboration, growth, and service. We operate as a high-functioning, high-energy team that moves quickly, adapts readily, and continuously elevates our standards to deliver a 5-Star, 5-Diamond client experience. We embody the values of integrity, ownership, teamwork, and growth, balancing structure and accountability with warmth and relational depth.

The Operations Associate plays a pivotal role in ensuring smooth, accurate, and proactive operational support for our advisors and clients. This role blends precision, process, and human connection — perfect for someone who is self-led, highly organized, and motivated to grow within a collaborative, fast-evolving industry.

Key Responsibilities

Client Experience & Relationship Management

• Serve as a trusted point of contact for clients and deliver timely, accurate, and high-touch service.
• Build lasting relationships by understanding client preferences, anticipating needs, and exemplifying our hospitality-driven culture.
• Communicate clearly and confidently across phone, email, and in-person interactions, ensuring every client feels valued and supported.
  
  

Operational Excellence

• Process new accounts, transfers, distributions, and contributions with precision and timeliness.
• Monitor account activity and ensure all records and reports reflect accurate data.
• Maintain operational efficiency by following structured workflows — while continuously seeking better ways to serve clients and streamline processes.
  
  

Compliance & Documentation

• Prepare, review, and submit client paperwork, ensuring regulatory and firm compliance at every step.
• Track open items and follow through to completion with accountability and urgency.
• Support the implementation of new systems, custodians, and processes with a growth-oriented mindset.
  
  

Team Collaboration & Innovation

• Partner with advisors, portfolio management, compliance, and leadership to ensure exceptional execution and service delivery.
• Contribute ideas and solutions that strengthen our culture of learning and performance.
• Participate actively in team meetings, growth initiatives, and firm projects that advance our mission and vision.
  
  

Key Attributes

• High Integrity: You do what you say you’ll do — with transparency and care.
• Self-Led & Accountable: You take initiative, manage priorities, and hold yourself to high standards.
• Relationally Intelligent: You enjoy connecting with others and understand that details create trust.
• Growth-Minded: You seek feedback, embrace change, and find fulfillment in continuous improvement.
• Calm Under Pressure: You stay composed and solutions-oriented when priorities shift or timelines compress.
• Team-Oriented: You contribute to a culture of respect, collaboration, and celebration of collective wins.
  
  

Qualifications

• 2 years in a financial services, hospitality or operations role with a focus on client service preferred.
• Proficiency with CRM and Microsoft Suite software
• Strong written, verbal, and organizational skills with an ability to manage multiple priorities.
  
  

Compensation & Growth

• Competitive salary and performance-based bonus.
• Comprehensive benefits package.
• Opportunities for professional growth, continued education, and leadership development within a dynamic, expanding firm.
  
  

Who Thrives Here

This role is ideal for someone who loves structure and growth — someone who values excellence, initiative, and client advocacy. If you’re energized by continuous improvement, thrive in a fast-moving environment, and want to be part of a purpose-driven, high-performance team, we’d love to meet 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 (applicable to full time permanent employees).

DISCLOSURE:

By applying to a job at Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements:

• You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners prohibits any such discrimination or harassment.
  
  

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.