Advisor Experience & Growth Director

Kestra Financial, Inc.; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Professional development

Job summary

Kestra Financial, Inc. is seeking a Client Service Director to deliver exceptional service to a defined segment of financial advisors. You will own escalations, coordinate cross-functionally, and advocate for clients across teams while driving advisor satisfaction and growth.

You will collaborate with Business Development and Relationship Management to align service strategies with client goals, shaping scalable, high-impact processes and solutions.

Qualifications

• Minimum 8+ years in client service/operations or relationship management in financial services.
• 5+ years in a leadership or client-facing strategic role with cross-functional collaboration.
• 3+ years broker-dealer experience; strong knowledge of brokerage/advisory products required.

Responsibilities

• Act as primary service contact for a defined group of advisors, owning issues end to end.
• Escalate and coordinate with internal teams to deliver timely, effective outcomes.
• Partner with Business Development and Relationship Management to align on advisor strategies.
• Advocate for clients and maintain high satisfaction and retention.

Skills

Client service

Relationship management

Cross-functional collaboration

Broker-dealer experience

Leadership

Education

Bachelor's degree in Finance

Tools

CRM systems

Financial platforms

Job description

Kestra Financial, Inc. is seeking a Client Service Director to deliver exceptional service to a defined segment of financial advisors. You will own escalations, coordinate cross-functionally, and advocate for clients across teams while driving advisor satisfaction and growth.

You will collaborate with Business Development and Relationship Management to align service strategies with client goals, shaping scalable, high-impact processes and solutions.