Business Operations Manager

Kestra PWS; Tempe (AZ); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k)

Health insurance

Opportunities for training and development

Job summary

Kestra PWS is seeking an Operations Analyst & Business Initiatives Consultant to lead strategic initiatives and analyze operational processes. This hybrid role emphasizes collaboration with cross-functional teams, including business intelligence, to enhance efficiency and support our advisor-first culture. The ideal candidate has a Bachelor's degree, at least 3 years of experience in the financial industry, and relevant certifications.

Join a supportive environment with excellent benefits and opportunities for professional growth.

Qualifications

• Minimum of 3 years in the financial industry.
• Certifications: Data-Driven Decision Making (DDM), Project Management Professional (PMP), CompTIA Data+, Associate Certified Analytics Professional (aCAP).

Responsibilities

• Lead strategic initiatives and analyze operational processes.
• Collaborate with cross-functional teams to drive data-informed decisions.
• Conduct gap analyses and develop business cases for efficiency.

Skills

Advanced proficiency in Microsoft Outlook

Advanced proficiency in Microsoft Word

Advanced proficiency in Microsoft Excel

Advanced proficiency in Microsoft PowerPoint

Experience with Power BI

Experience with Tableau

Experience with Salesforce

Experience with Smartsheet

Strong technical writing skills

Strong presenting skills

Education

Bachelor's degree

MBA

Job description

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

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.

We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. In this hybrid role, you will lead strategic initiatives, analyze operational processes, and develop solutions that enhance efficiency and effectiveness across the organization. You will collaborate with cross‑functional teams, including business intelligence and executive leadership, to drive data‑informed decisions and support our advisor‑first culture.

What you’ll Do:

• Strategic Initiative Leadership: Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies.
• Operational Analysis: Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures.
• Project Management: Lead complex projects with well‑defined plans, including project charters, action plans, progress trackers, and RACI matrices.
• Data Analysis & Reporting: Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership.
• Change Management: Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans.
• Documentation & Communication: Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.
• Continuous Improvement: Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency.
• Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint.
• Experience with Power BI, Tableau, Salesforce, Smartsheet.
• Strong technical writing and presenting skills.
• Ability to articulate risks and propose solutions to various levels of staff and management.
• Experience in explaining complex processes to non‑expert audiences.

What You Bring:

• Education: Bachelor's degree required; MBA preferred.
• Experience: Minimum of 3 years in financial industry.
• Certifications: Data‑Driven Decision Making (DDM), Project Management Professional (PMP), CompTIA Data+, Associate Certified Analytics Professional (aCAP).

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1,600 employees nationwide).
• 401(k), health insurance, and a competitive benefits package.
• Work in a supportive, collaborative environment committed to professional excellence.
• Help clients navigate meaningful financial decisions with confidence.
• Opportunities for training, development, and long‑term growth within the firm.

Disclosure

• You acknowledge that if hired, Kestra Financial, Inc. 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 Financial 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 Financial prohibits any such discrimination or harassment.