What are the responsibilities and job description for the Strategic Initiatives - Project Coordinator, Integration Management Office position at Kestra?
Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. 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.
The Project Coordinator will support the Integration Management Office (IMO) by owning project coordination, reporting, and administrative functions that help integrations stay organized and on track. This role will allow Integration Managers to focus on leading firm integrations and driving outcomes while the coordinator manages recurring processes, follow-up activities, and project administration.
What You’ll Do:
Project Coordination:
- Schedule and coordinate integration meetings, working sessions, and governance forums.
- Prepare agendas, meeting materials, and meeting notes.
- Track action items, decisions, risks, and follow-ups.
- Maintain project plans, trackers, and supporting documentation.
Reporting & Communications:
- Prepare weekly and bi-weekly status reports for partner firms and internal stakeholders.
- Collect and consolidate updates from functional teams.
- Maintain integration dashboards and reporting materials.
- Assist with preparation of executive updates, status decks, and presentations.
Accountability & Follow-Up:
- Monitor open tasks, milestones, and deadlines across active integrations.
- Follow up on overdue items and help ensure commitments are completed.
- Escalate unresolved issues, risks, or dependencies to Integration Managers.
- Support governance processes by maintaining issues, risks, and decision logs.
Coordinate recurring integration activities such as:
- Press release and announcement readiness
- Integration kickoff logistics
- Steering committee preparation
- Deal L10 action item tracking
- Documentation and SharePoint maintenance
- Lessons learned and continuous improvement tracking
- Smartsheet maintenance and reporting
What You Bring:
- 1–3 years of project coordination, project management, operations, or administrative support experience.
- Strong organizational and time management skills.
- Exceptional attention to detail and follow-through.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office applications.
- Experience with Smartsheet, Teams, SharePoint, or similar collaboration tools preferred.
- Accurate and timely status reporting.
- Consistent follow-up and closure of action items.
- Well-organized project documentation and governance materials.
- Increased capacity for Integration Managers to focus on integration strategy, stakeholder management, and execution rather than project administration.
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
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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.