Marketing - Revenue Operations Analyst

Job description

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact. The Revenue Operations specialist will play a role in supporting all Business Development organizations. It is a tactical role that serves as a trusted advisor to the Business Development (Sales) teams of Kestra Holdings: Kestra Financial (KF), Kestra Private Wealth Services (PWS) and Bluespring Wealth Partners (BSW). Descriptions of each business unit are at the end of the job description. The role provides key support to Business Development in the units, Marketing, Finance, and executive management. This position enables the success of the sales or...