Operations Analyst

About Us

Come join the dynamic team at Kestra financial! Kestra financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid rias, to prosper, grow, and provide superior client service. with a culture rich in reinvention and advisor advocacy, Kestra financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

Lead with Purpose. Partner with Impact.

We are seeking a dynamic and analytical professional to join our Operating Group as an Operations Analyst. In this role you will support the leadership with design and management of key performance objectives, management metrics dashboards, along with weekly and quarterly performance reviews. You will collaborate with cross-functional teams, including technology, data business insights and wealth management analytics teams to drive data-informed decisions and support our advisor-first culture.

What you’ll do:

• Performance Data Analysis & Reporting: Collaborate with business intelligence teams to create, manage and operate dashboards and metrics for the Operating Group that elevate the level of insights for business units and executive leadership to operate and advance teams day to day.
• Support FTE Budget & Forecasting: Support leaders of the Operating group in the area of understanding talent management & recruiting cycles for an always-on hiring approach. Collaborating with corporate finance to modernize the workforce management tooling for more accurate and predictable need in hiring, expected turnover, regrettable attrition and annual budgeting by team.
• Advisor/Office Staff Training: Collaborate with advisor training, and continuous improvement teams to define metrics of success for office staff proficiency during first year with our firm. Recommending areas of concentration and ongoing depth of understanding trends and opportunities to improve so those teams can build a dynamic on-boarding journey, and management / reporting of the completion and competency.
• Employee Training: Collaborate with division leaders, and designated employee trainers to document, track and monitor completion and proficiency on the internal learning journey. Support with trends and areas of opportunity for those teams to build a complete and ongoing learning journey for every role of the Operating Group, that support career progression.
• Performance Management: Support the organization by management of the EOS performance management system for weekly and quarterly departmental goal reviews and strategic planning.
• Documentation & Communication: Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.
  
  

What You Bring:

• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint.
• Experience with Power BI, Tableau, Salesforce, Smartsheet.
• Strong technical writing and presenting skills.
• Ability to translate data and propose recommendations based on trends and insights, to various levels of staff and management.
• Experience: Minimum of 3 years working with data and business insights
• Data-Driven Decision Making (DDM)
• Platform Certificates : i.e., Microsoft Excel, Power BI, Tableau
  
  

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.