Company · 100 open roles
Careers at Kestra
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100 positions at Kestra
Director Marketing
Kestra·Woburn or Barnstable or Plymouth
Director Marketing at Kestra. Location: Woburn or Barnstable or Plymouth. Role: organizing events, managing marketing, coordinating vendors Requirements: Bachelor's preferred; 2+ years in financial services or wealth management; Series 65 required; CFP preferred; CPA a plus; eMon…
Service Advisor
Kestra·Lincolnshire, Illinois, United States
Service Advisor at Kestra. Location: Lincolnshire, Illinois, United States. Role: meeting clients, reviewing returns, analyzing plans Requirements: 2+ years in financial services, active Series 65, experience with tax return review, eMoney and Salesforce proficiency, strong clien…
Service Advisor
Kestra·Lincolnshire, Illinois, United States
Service Advisor at Kestra. Location: Lincolnshire, Illinois, United States. Role: meeting clients, reviewing plans, analyzing data Requirements: 2+ years in financial services, Series 65 required, experience with eMoney, tax return review, retirement account knowledge, strong cli…
Senior Data Product Owner — Trusted Master Data
Kestra·Austin, Texas, United States
Senior Data Product Owner — Trusted Master Data at Kestra. Location: Austin, Texas, United States. Role: owning backlog, leading governance, managing delivery Requirements: Bachelor's preferred,5+ years as Product Owner/Manager/Analyst delivering MDM or master data programs,3+ ye…
Trust Officer Senior
Kestra·Scottsdale, Arizona, United States
Trust Officer Senior at Kestra. Location: Scottsdale, Arizona, United States. Role: overseeing accounts, managing operations, mentoring staff Requirements: Bachelor's degree or equivalent, 7+ years trust officer experience, knowledge of fiduciary relationships, supervisory experi…
Lead Advisor
Kestra·North Bethesda or Reston or Rockville or Richmond
Lead Advisor at Kestra. Location: North Bethesda or Reston or Rockville or Richmond. Role: owning relationship, leading team, managing portfolio Requirements: 5+ years in client-facing advisory/wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience…
Director, Custodian Operations and Strategy
Kestra·Tempe or Austin
Director, Custodian Operations and Strategy at Kestra. Location: Tempe or Austin. Role: leading integrations, overseeing operations, shaping strategy Requirements: Bachelor's degree required; 5+ years wealth management experience, 2+ years technical product management in Agile; d…
Director of Operations
Kestra·Atlanta or Wilmington
Director of Operations at Kestra. Location: Atlanta or Wilmington. Role: leading operations, managing risk, managing team Requirements: Bachelor's degree required; 7+ years progressive operations leadership experience in trust, fiduciary, or financial services; experience leading…
Director, Custodian Operations and Strategy
Kestra·Austin or Tempe
Director, Custodian Operations and Strategy at Kestra. Location: Austin or Tempe. Role: leading integrations, overseeing operations, driving strategy Requirements: Bachelor's degree; 5+ years in wealth management or investment operations; 2+ years technical product management exp…
Senior Strategic Implementation Manager
Kestra·Tempe or Austin
Senior Strategic Implementation Manager at Kestra. Location: Tempe or Austin. Role: owning governance, leading launches, driving adoption Requirements: Bachelor's degree required; 2+ years technical product management and 5+ years wealth management experience preferred; 3+ years …
Financial Advisory - Financial & Tax Planning Specialist
Kestra·Madison, Wisconsin, United States
Financial Advisory - Financial & Tax Planning Specialist at Kestra. Location: Madison, Wisconsin, United States. Role: collecting data, analyzing data, preparing materials Requirements: Entry-level role supporting financial planners: bachelor\u0002s degree in finance/economics/bu…
Financial Advisory - Financial & Tax Planning Specialist
Kestra·Madison, Wisconsin, United States
Financial Advisory - Financial & Tax Planning Specialist at Kestra. Location: Madison, Wisconsin, United States. Role: collecting data, analyzing data, preparing reports Requirements: Bachelor's degree in finance/economics/business, analytical skills, data collection and analysis…
Lead Advisor
Kestra·Reston or North Bethesda
Lead Advisor at Kestra. Location: Reston or North Bethesda. Role: managing relationships, leading team, delivering planning Requirements: 5+ years in client-facing advisory or wealth management; Series 7 and Series 66 (or equivalent) and CFP required; experience leading support s…
Senior Strategic Implementation Manager
Kestra·Austin or Tempe
Senior Strategic Implementation Manager at Kestra. Location: Austin or Tempe. Role: leading launches, managing portfolio, facilitating teams Requirements: Bachelor's degree, 5+ years in wealth management or investment operations, 2+ years technical product/Agile experience, 3+ ye…
Test Engineer
Kestra·Austin, Texas, United States
Test Engineer at Kestra. Location: Austin, Texas, United States. Role: designing tests, maintaining frameworks, analyzing results Requirements: 3+ years automating web application tests with Playwright/TypeScript, SQL query experience, Git, CI/CD, familiarity with Azure and Micro…
Lead Generation Manager
Kestra·Austin, Texas, United States
Lead Generation Manager at Kestra. Location: Austin, Texas, United States. Role: owning strategy, managing pipeline, partnering sales Requirements: 4+ years lead or demand generation experience in B2B or financial services; proven pipeline ownership; strong analytics and stakehol…
Lead Generation Manager
Kestra·Austin, Texas, United States
Lead Generation Manager at Kestra. Location: Austin, Texas, United States. Role: owning strategy, managing pipeline, tracking performance Requirements: 4+ years lead/demand generation experience in B2B or financial services; proven pipeline ownership; strong analytics, stakeholde…
Client Service - Client Service Specialist II
Kestra·Austin, Texas, United States
Client Service - Client Service Specialist II at Kestra. Location: Austin, Texas, United States. Role: delivering service, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services or banking; strong judgment and communica…
Client Service Specialist II
Kestra·Tempe, Arizona, United States
Client Service Specialist II at Kestra. Location: Tempe, Arizona, United States. Role: serving clients, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services/banking or operations; strong judgment, discretion, written …
Client Service Specialist I
Kestra·Tempe, Arizona, United States
Client Service Specialist I at Kestra. Location: Tempe, Arizona, United States. Role: delivering service, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services or banking; strong judgment, written and verbal communicat…
Client Service Specialist II
Kestra·Tempe, Arizona, United States
Client Service Specialist II at Kestra. Location: Tempe, Arizona, United States. Role: serving clients, resolving requests, documenting interactions Requirements: 2+ years client service experience in financial services, strong judgment, excellent written and verbal communication…
Senior Supervisory Principal
Kestra·United States
Senior Supervisory Principal at Kestra. Location: United States. Role: supervising representatives, reviewing transactions, resolving escalations Requirements: Supervisory/compliance experience (5-7 years) with knowledge of SEC/FINRA/state rules; ability to review accounts, trade…
Cashier I
Kestra·Tempe or Austin
Cashier I at Kestra. Location: Tempe or Austin. Role: complying procedures, identifying anomalies, processing transactions Requirements: High school graduate required; 1+ year industry experience strongly preferred. Must have basic computer skills (Outlook, Word, Excel), 10-key a…
Trading Specialist I
Kestra·Austin or Tempe
Trading Specialist I at Kestra. Location: Austin or Tempe. Role: processing trades, monitoring exceptions, assisting advisors Requirements: High school graduate required; 1+ years industry-related experience preferred; must hold Series 7 and 63 (or 66); proficient with Microsoft …