Role OverviewThe 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 to deliver high-touch, in-person onboarding and training experience, along with back-office operational processing during non-travel windows.
What You Will Do
On-Site Advisor Support & Training (65%): Travel to advisor offices to deliver hands-on operational training and ongoing support. Operational Processing & Back-Office Support (35%): Process new accounts, incoming transfers, direct rollovers, and set up key account features.
Why It Might Be a Fit
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.
Requirements
- 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
- 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
Benefits
- Competitive pay and benefits with a large employer
- 401(k)
- Health insurance
- Tuition reimbursement for qualified expenses
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