Head of Client Service

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 Financial is seeking a transformational Head of Client Service to lead the company’s day-to-day human-assisted engagement strategy. Ensuring people and process are our differentiators and become a strategic enabler across all business lines to modernize and simply the way we engage, connect, and support our affiliated Advisors and their teams as partners. This senior role will be responsible for driving Kestra Financial service vision, strategy, governance, and delivery—unlocking value through optimized processes, AI/ML models, platform modernization, powering scale, growth and improved advisor, investor and employee experiences. Th...