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VP, Onboarding Operations
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- Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service.
- With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency.
- Identify new and maintain existing technologies that will streamline processes for advisors, clients and home office associates.
- Direct and oversee the Kestra Financial Onboarding department, guiding newly affiliated financial professionals through pre-registration, registration, account establishment, and customer account transfer processes.
- Develop and implement process improvements regularly to ensure onboarding advisors are delivered an outstanding client experience, as efficiently and effectively as possible.
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