Operations Project Manager

Kestra Private Wealth Services, an independent, wholly owned RIA subsidiary of Kestra Financial, seeks an Operations Project Manager.
The ideal candidate will have working familiarity with the financial services business generally and be adept at efficiently managing multiple tasks simultaneously including: supporting management team in various capacities, manipulating and analyzing data within excel spreadsheets, certain business consulting responsibilities, and vendor relationship management.
Candidate will also work with our nationwide Financial Professional network providing operational and service support, as needed.
The ideal candidate will also need to have a working familiarity with technology, hardware, and software, and be able to assist with troubleshooting and implementation, as needed.
ESSENTIAL DUTIES AND RESPONSIBILITIES: To ensure the successful opening of new financial advisory offices this role must efficiently handle the following tasks: New Office Setup: • Direct and manage the process of setting up new advisory offices, including on-site visits to ensure successful implementations.
• Oversee the integration of technological tools and platforms required for office functions.
• Manage the build out of office space and coordinate the delivery of office furniture, ensuring an efficient and ergonomic workspace.
• Manage the installation and visibility of office signage, ensuring brand consistency and professionalism.
• Collaborate with suppliers and vendors to streamline the shipping and delivery of office essentials.
Transition Support: • Lead the transition support for incoming advisors, facilitating smooth onboarding experiences.
• Spearhead the set up of technology essentials, including hardware and software installations.
• Oversee the establishment of an online presence for new advisors, including website creation, social media profiles, and professional email setups.
• Offer ongoing site management support for established offices and act as the primary point of contact for any operational escalations or concerns.
KNOWLEDGE, SKILLS, AND/OR ABILITIES: To perform this job successfully, individual should have the following skills and abilities.
• Independent, self-starter who is goal oriented, completes projects on time, and is accountable for high quality work product.
• Strong organizational and multitasking abilities.
• Attention to detail is essential.
• Strong analytical skills and problem-solving skills.
• Strong organizational skills and ability to prioritize tasks.
• Tech savvy • Ability to interact professionally in person, as well as on the phone.
• Multi-task and adjust to changing priorities in a fast-paced environment.
• Work well with others in a small, elite team atmosphere.
• Deliver outcomes at the highest professional standards.
• Understanding of the independent financial advisor industry is a plus.
• Travel up to 50% of the time.
SUPERVISORY RESPONSIBILITIES: None EDUCATION AND/OR EXPERIENCE: • High school diploma required; Bachelor’s preferred.
• Typically requires 5+ years of related work experience.
• Microsoft Office experience required.
BENEFITS: Full health, vision, dental.
401(k) plans along with a host of voluntary plans such as car insurance, legal services and more (applicable to full time permanent employees).
DISCLOSURE: By applying to a job at Kestra Private Wealth Services, a subsidiary of Kestra Financial, you are agreeing to the following statements: • You acknowledge that if hired, Kestra Private Wealth Services may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Private Wealth Services to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law.
Kestra Private Wealth Services prohibits any such discrimination or harassment.