Business Consultant
Encino, TX · Remote
Drive adoption of Kestra platforms and services that can assist Advisors' businesses in achieving higher levels of efficiency, profitability, and growth. * Responsible for managing client engagements ...
kestra
24 Kestra Jobs Hiring Near You
Business Consultant
Encino, TX · Remote
Drive adoption of Kestra platforms and services that can assist Advisors' businesses in achieving higher levels of efficiency, profitability, and growth. * Responsible for managing client engagements ...
Kestra is the fastest-growing open-source orchestration project in the world -- close to 30,000 GitHub stars, hundreds of contributors, and a global community scaling rapidly across engineering, data ...
Kestra is the fastest-growing open-source orchestration project in the world -- close to 30,000 GitHub stars, hundreds of contributors, and a global community scaling rapidly across engineering, data ...
Business Consultant
Encino, TX · Remote
Drive adoption of Kestra platforms and services that can assist Advisors' businesses in achieving higher levels of efficiency, profitability, and growth. * Responsible for managing client engagements ...
Business Consultant
Encino, TX · Remote
Drive adoption of Kestra platforms and services that can assist Advisors' businesses in achieving higher levels of efficiency, profitability, and growth. * Responsible for managing client engagements ...
Data Product Owner
Encino, TX · On-site
Kestra is seeking a customer-focused, detail-oriented Data Product Owner to support the development and delivery of our enterprise data platform. Reporting to the Manager of Data Product Management ...
Data Product Owner
Encino, TX · On-site
Kestra is seeking a customer-focused, detail-oriented Data Product Owner to support the development and delivery of our enterprise data platform. Reporting to the Manager of Data Product Management ...
Data Product Owner
Encino, TX · On-site
Kestra is seeking a customer-focused, detail-oriented Data Product Owner to support the development and delivery of our enterprise data platform. Reporting to the Manager of Data Product Management ...
Data Product Owner
Encino, TX · On-site
Kestra is seeking a customer-focused, detail-oriented Data Product Owner to support the development and delivery of our enterprise data platform. Reporting to the Manager of Data Product Management ...
Kestra is seeking a strategic and innovative Business Architect to help shape our Advisor Tech Strategy. In this pivotal role, you'll bridge business needs with technology solutions, designing and ...
Kestra is seeking a strategic and innovative Business Architect to help shape our Advisor Tech Strategy. In this pivotal role, you'll bridge business needs with technology solutions, designing and ...
Kestra is seeking a strategic and innovative Business Architect to help shape our Advisor Tech Strategy. In this pivotal role, you'll bridge business needs with technology solutions, designing and ...
Kestra is seeking a strategic and innovative Business Architect to help shape our Advisor Tech Strategy. In this pivotal role, you'll bridge business needs with technology solutions, designing and ...
As a core member of the Advisor Engagement team, this individual partners with Engagement Consultants to deliver impactful meetings, drive adoption of Kestra platforms, and elevate Advisor ...
As a core member of the Advisor Engagement team, this individual partners with Engagement Consultants to deliver impactful meetings, drive adoption of Kestra platforms, and elevate Advisor ...
As a core member of the Advisor Engagement team, this individual partners with Engagement Consultants to deliver impactful meetings, drive adoption of Kestra platforms, and elevate Advisor ...
As a core member of the Advisor Engagement team, this individual partners with Engagement Consultants to deliver impactful meetings, drive adoption of Kestra platforms, and elevate Advisor ...
Digital Experience Manager
Encino, TX · Hybrid
Kestra Holdings is seeking a Digital Experience Manager to lead website, content authoring, and organic growth initiatives across all Kestra business units. This role is responsible for owning the ...
Digital Experience Manager
Encino, TX · Hybrid
Kestra Holdings is seeking a Digital Experience Manager to lead website, content authoring, and organic growth initiatives across all Kestra business units. This role is responsible for owning the ...
Kestra Holdings is seeking a Program Manager to play a pivotal role in shaping our advisor technology strategy. In this highly visible position, you'll partner across technology, compliance, and ...
Kestra Holdings is seeking a Program Manager to play a pivotal role in shaping our advisor technology strategy. In this highly visible position, you'll partner across technology, compliance, and ...
Kestra Holdings is seeking a Program Manager to play a pivotal role in shaping our advisor technology strategy. In this highly visible position, you'll partner across technology, compliance, and ...
Kestra Holdings is seeking a Program Manager to play a pivotal role in shaping our advisor technology strategy. In this highly visible position, you'll partner across technology, compliance, and ...
Digital Experience Manager
Encino, TX · Hybrid
Kestra Holdings is seeking a Digital Experience Manager to lead website, content authoring, and organic growth initiatives across all Kestra business units. This role is responsible for owning the ...
Digital Experience Manager
Encino, TX · Hybrid
Kestra Holdings is seeking a Digital Experience Manager to lead website, content authoring, and organic growth initiatives across all Kestra business units. This role is responsible for owning the ...
We are building a brandnew Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our nextgeneration platform designed to empower advisors and elevate the ...
We are building a brandnew Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our nextgeneration platform designed to empower advisors and elevate the ...
Product Support Engineer
Tempe, AZ · On-site
We are building a brandnew Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our nextgeneration platform designed to empower advisors and elevate the ...
Product Support Engineer
Tempe, AZ · On-site
We are building a brandnew Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our nextgeneration platform designed to empower advisors and elevate the ...
Kestra is seeking a strategic, execution-oriented Product Manager to own Platform Production Support and Platform Integrations with third-party vendors. This role blends product management and ...
Kestra is seeking a strategic, execution-oriented Product Manager to own Platform Production Support and Platform Integrations with third-party vendors. This role blends product management and ...
Kestra is seeking a strategic, execution-oriented Product Manager to own Platform Production Support and Platform Integrations with third-party vendors. This role blends product management and ...
Kestra is seeking a strategic, execution-oriented Product Manager to own Platform Production Support and Platform Integrations with third-party vendors. This role blends product management and ...
Senior Software Engineer
Tempe, AZ · Remote
$117K - $154K/yr
Kestra is seeking an experienced Senior Software Engineer to join our dynamic Advisor Platform Engineering team. In this pivotal P3-level role, you will lead complex software initiatives, mentor ...
Senior Software Engineer
Tempe, AZ · Remote
$117K - $154K/yr
Kestra is seeking an experienced Senior Software Engineer to join our dynamic Advisor Platform Engineering team. In this pivotal P3-level role, you will lead complex software initiatives, mentor ...
Senior Software Engineer
Tempe, AZ · Remote
$117K - $154K/yr
Kestra is seeking an experienced Senior Software Engineer to join our dynamic Advisor Platform Engineering team. In this pivotal P3-level role, you will lead complex software initiatives, mentor ...
Senior Software Engineer
Tempe, AZ · Remote
$117K - $154K/yr
Kestra is seeking an experienced Senior Software Engineer to join our dynamic Advisor Platform Engineering team. In this pivotal P3-level role, you will lead complex software initiatives, mentor ...
Senior Data Platform Engineer
Tempe, AZ · On-site
$109K - $131K/yr
Lead with Purpose. Partner with Impact. We are seeking a seasoned Databricks Data Engineer with expertise in Azure cloud services and the Databricks Lakehouse platform. The role involves designing ...
Senior Data Platform Engineer
Tempe, AZ · On-site
$109K - $131K/yr
Lead with Purpose. Partner with Impact. We are seeking a seasoned Databricks Data Engineer with expertise in Azure cloud services and the Databricks Lakehouse platform. The role involves designing ...
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Posted 4 hours ago
Job description
Lead with Purpose. Partner with Impact. The purpose of the Business Consulting team is to empower advisor success by helping advisors and firms in five business-critical areas: Strategy, Growth and Marketing, Financial Management, Human Capital, and Operational Efficiency.
Business Consultants must be curious, thoughtful, and outgoing with an ability to speak with clients/prospects, facilitate discussions, and deliver presentations to large and small groups. Business Consultants will work closely with subject matter experts to deliver unparalleled consulting value, deepen firm relationships, manage escalations, drive organic growth and make specific business recommendations.
What You’ll Do:
- Must have the ability to assess businesses by analyzing and advising firms on all aspects of business/practice management, particularly in strategy/business planning, human capital, marketing, operational efficiency, and financial management.
- Conduct client meetings in advisors’ offices, home office on-site meetings, recurring telephone meetings, and webinars.
- Develop and deliver content and programs that assist firms in driving organic growth, scale, and profitability.
- Work with and manage various third-party relationships that support the team’s initiatives.
- Drive adoption of Kestra platforms and services that can assist Advisors’ businesses in achieving higher levels of efficiency, profitability, and growth.
- Responsible for managing client engagements in coordination with the engagement team, including project management, relationship management, business analytics, and client advice.
- Identify opportunities to drive referrals to Kestra departments.
- Provide succession planning and M&A support to Advisors and firms.
- Provide excellent follow-up and efficient problem resolution.
- Escalate issues or interest in relation to Kestra departments such as: Technology, Operations, Compliance, Marketing, Business Development, and Wealth Management.
- Share feedback from Advisors/staff with the Kestra Executive Committee and departments to improve deliverables and adoption of resources.
- Be an expert on the primary Kestra resources and services.
- Stay on top of industry trends in the Business Consulting area.
- Maintain the Kestra culture, minimize attrition, and deliver results, ensuring a positive client experience.
- Share industry ideas and best practices from other advisors with the Business Consulting Team, advisors, and staff.
What You Bring:
- 3-5 years of financial services, practice management, or business consulting experience.
- Bachelor’s degree or the equivalent combination of education and experience is required.
- Applicable FINRA licenses are preferred (e.g., Series 7, 6, 65, 66, 63).
- Intellectual, analytical, and reasoning abilities.
- Excellent written and verbal communication skills.
- High level of professionalism and follow-through.
- Ability to self-direct and manage time and priorities.
- Well-developed organizational and project management skills.
- Ability to see the “big picture” while maintaining attention to detail.
- Ability to work independently and be a team player.
- 20% travel required.