What are the responsibilities and job description for the Sr. Onboarding Operations Specialist position at Kestra Financial?
Lead with Purpose. Partner with Impact
The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they transition into the Kestra Financial ecosystem. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training experience, along with back-office operational processing (35%) during non-travel windows.
The position is ideal for someone who thrives in a client-facing environment, excels in operational accuracy, and brings strong process knowledge to help new advisors onboard efficiently and confidently. The specialist will also collaborate with internal teams to improve onboarding processes and contribute to best practices within the firm.
What You'll Do
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:
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:
The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they transition into the Kestra Financial ecosystem. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training experience, along with back-office operational processing (35%) during non-travel windows.
The position is ideal for someone who thrives in a client-facing environment, excels in operational accuracy, and brings strong process knowledge to help new advisors onboard efficiently and confidently. The specialist will also collaborate with internal teams to improve onboarding processes and contribute to best practices within the firm.
What You'll Do
- On-Site Advisor Support & Training (65%)
- Travel to advisor offices to deliver hands-on operational training and ongoing support.
- Serve as the primary point of contact during onboarding engagements, addressing operational and account setup questions.
- Lead training sessions for advisors and their staff on AdvisorComplete℠, onboarding workflows, and documentation requirements.
- Troubleshoot operational issues, provide real-time solutions, and escalate complex matters as necessary.
- High school diploma or equivalent required; college degree in a related field preferred.
- Minimum of 2 years of experience in financial services or client onboarding roles.
- Process new accounts, incoming transfers, direct rollovers, and set up key account features (e.g., SWPs, PIPs, check writing).
- Review and validate paperwork for accuracy and completeness.
- Collaborate with internal teams (Sales Supervision, Trading, Cashiering) to ensure smooth account processing.
- Maintain accurate client records in systems such as LaserFiche and others.
- Address advisor inquiries via phone and email regarding account and transfer statuses.
- Proficiency in MS Office (Word, Excel, Outlook, PowerPoint).
- Strong attention to detail, organizational skills, and the ability to manage multiple tasks.
- Excellent interpersonal and communication skills, both written and verbal.
- Ability to work independently in the field with minimal supervision.
- Ability to travel up to 80% of the time for meetings, events, or client visits.
- Must be available to work some Saturdays as needed.
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
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.