Sr. Onboarding Operations Specialist
Job description
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:
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 Advisor Complete℠, onboarding workflows, and documentation requirements.
Troubleshoot operational issues, provide real-time solutions, and escalate complex matters as necessary.
Operational Processing & Back-Office Support (35%)
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.
What You Bring:
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
Skills mentioned
At Kestra Financial, we are at the forefront of revolutionizing the wealth management industry through pioneering technology and an unwavering commitment to advisor success. Since our inception in 1997, we have been dedicated to empowering sophisticated, independent financial professionals with the innovative tools and steadfast support necessary to provide superior client service and achieve remarkable growth. Our proprietary technology platform, AdvisorComplete, serves as the central hub for our advisors' daily operations, offering a seamless, integrated experience that is both flexible and scalable. This web-based system, accessible from any device with single sign-on capabilities, connects our partners to a comprehensive suite of trusted operational and financial applications, including premier CRM, trading, performance, and compliance tools. We believe that technology should simplify, not complicate, and our platform is a testament to this philosophy, enabling advisors to streamline their workflows and focus on what matters most: their clients. Our innovation extends beyond our technological infrastructure. Headquartered in the vibrant 'Silicon Hills' of Austin, Texas, Kestra Financial fosters a unique culture of reinvention and collaboration. We provide our network of over 1,700 financial professionals with unparalleled direct access to our leadership team and a collaborative community of peers, fostering an environment of shared knowledge and mutual growth. We don't just provide a platform; we deliver a partnership. Our business consultants work hand-in-hand with advisors to leverage our technology and resources to their fullest potential, helping them to build and expand their businesses. By combining our advanced technology with personalized consulting and a culture of continuous innovation, Kestra Financial is not just participating in the evolution of financial services; we are actively driving it, ensuring our advisors and their clients are always positioned for the future.
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