Advisor Experience Director

Kestra Financial; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive pay

401(k) and health insurance

Tuition reimbursement

Growth opportunities

Job summary

Kestra Financial in Tempe, AZ is seeking a Client Service Director to serve as the senior point of contact for a defined group of financial advisors, handling escalations and advocating for advisors across internal teams.

This role combines relationship management with operational rigor; you will lead cross-functional initiatives, improve advisor experience, and ensure service continuity while driving growth and retention.

Qualifications

• 8+ years of experience in client service, operations, or relationship management, preferably within financial services.
• 5+ years of leadership or client-facing strategic role with cross-functional collaboration.
• 3+ years of broker-dealer experience.
• Strong understanding of brokerage, advisory, or investment products and services.
• Experience supporting or working closely with financial advisors is highly preferred.

Responsibilities

• Act as a point of contact for all service-related matters for your assigned advisor segment.
• Own and manage escalations from intake to resolution, coordinating with internal teams to deliver timely, effective outcomes.
• Build strong partnerships with Business Development, Relationship Management, and internal teams to align on client’s operational strategies and support growth and retention.
• Serve as the client's internal advocate, ensuring their voice is represented in decisions and escalations are resolved with care and urgency.
• Respond promptly to client concerns and inquiries, ensuring the highest levels of satisfaction and retention.
• Proactively flag at-risk relationships and lead cross-functional efforts to address service gaps and retain client confidence.

Skills

Client service leadership

Broker-dealer experience

CRM / workflow tools

Education

SIE

Series 7 License

Series 24

Tools

CRM systems

Workflow tools

Job description

Kestra Financial in Tempe, AZ is seeking a Client Service Director to serve as the senior point of contact for a defined group of financial advisors, handling escalations and advocating for advisors across internal teams.

This role combines relationship management with operational rigor; you will lead cross-functional initiatives, improve advisor experience, and ensure service continuity while driving growth and retention.