JobMesh

Lead Generation Manager

Kestra Holdings · Austin, Texas, US

Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow th...

Job description

Kestra Financial is a wealth management platform 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. Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for financial professionals, including end-client investment solutions, technology platforms, succession and monetization opportunities, trust services, and back-office support. The combined organization has 2,400 financial professionals with $123B Assets Under Advisement and $53B Assets Under Management. Their current brands are: What you’ll Do: This will be the job description & should always be bullet points - Bluespring Wealth Partners offering Succession Solutions - Kestra Financial for Sophis...