Director of Revenue

Kestra
Tempe, AZ
Job Description
Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. The Director of Revenue is responsible for providing comprehensive revenue insight, forecasting, and decision support across Kestra Direct, Private Wealth, and Kestra Insurance.

Requirements

  • Own consolidated revenue reporting across Kestra Direct, Private Wealth, and Kestra Insurance
  • Compile, analyze, and present monthly and quarterly revenue performance, trends, and drivers to executive leadership
  • Develop dashboards and reporting packages focused on key metrics
  • Partner with FP&A and Accounting to ensure consistency between revenue reporting, forecasts, and financial statements
  • Lead revenue forecasting processes, including annual planning, rolling forecasts, and long-range projections
  • Build and maintain complex financial models to evaluate growth initiatives, pricing changes, compensation structures, and new product or advisor programs

Benefits

  • Competitive pay and benefits
  • 401(k)
  • Health insurance
  • Tuition reimbursement
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