Head of Client Service

Kestra
Austin, TX
Job Description
Kestra Financial is seeking a transformational Head of Client Service to lead the company’s day-to-day human-assisted engagement strategy. The ideal candidate will combine passion for service and people, with operational acumen, transformational excellence, and a hands-on understanding of financial services.

Requirements

  • 10+ years of progressive experience in financial and/or wealth services industry with at least 5+ years in a senior leadership capacity.
  • Demonstrated success driving service strategy and transformation in a financial services or wealth management context.
  • Deep understanding of financial services business models, including broker-dealer, RIA, finance advice.
  • Experience assisting with FINRA, Federal & State audits and inquiries as needed.
  • Executive presence with the ability to translate service into business language to influence C-level stakeholders, and gain client followership’s

Benefits

  • 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
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