Director, Client Service

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Growth opportunities

Job summary

Kestra Financial, Inc. is seeking a Director of Client Service to lead the client-facing Service contact center, overseeing Advisors, their teams, and end-investors. The role ensures timely, knowledgeable service, escalations, and quality while driving advisor satisfaction and retention across the Kestra platform.

This leadership position focuses on scaling operations, implementing workforce management, and developing leaders through coaching and succession planning in a fast-growing environment.

Qualifications

• Bachelor's degree required in a related field or business/finance.
• 5+ years of team leadership experience in wealth management.
• 7+ years of client service, contact center operations, or advisor-facing support in financial services.

Responsibilities

• Directly supervise and develop Contact Center Supervisors and teams for advisors, their firms, and investors.
• Own daily contact center performance: service levels, quality, productivity, and client experience.
• Handle escalations for complex client issues and service recovery situations.
• Establish service standards, metrics, and performance expectations across the Service organization.
• Support forecasting, staffing, scheduling, and workforce management initiatives.
• Collaborate with internal teams to ensure advisor support and issue resolution.

Skills

Wealth management leadership

Lead leaders

Operational performance

Communication skills

Team development

Analytical thinking

Education

Bachelor's degree

Job description

Posted Tuesday, July 28, 2026 at 8:00 AM

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is 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.

Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. Our company fosters a collaborative, entrepreneurial culture while providing the resources and scale of a larger enterprise.

The Director, Client Service leads the client-facing Service contact center. Client’s are defined as Advisors, their teams, and end-investors. This role is responsible for delivering timely, knowledgeable, and high-quality service to advisors and their teams across the Kestra platform. This role directly leads Contact Center Leaders and is accountable for daily service execution, advisor experience, SLA performance, case and call handling discipline, escalation management, quality, and team development.

This leader plays a critical role in helping the organization scale in a continuous growth environment by improving operational structure, establishing performance metrics, supporting the implementation of workforce management capabilities, and leading teams through change. The role emphasizes service consistency, operational accountability, advisor satisfaction & retention, risk awareness, and disciplined execution across the Service organization.

What You’ll Do:

• A Leader of leaders for Kestra’s contact center responsible for “client” (advisors, their teams and investors) facing service and support.
• Own daily contact center performance, including service levels, quality, productivity, and client experience.
• Engages with team in escalations for complex client issues and service recovery situations.
• Build relationship with Advisors, and their firms, to drive a culture of service, build confidence in Kestra Service, and remain in-tune with team’s delivery experience.
• Establish service standards, operational metrics, and performance expectations.
• Support workforce management initiatives, including forecasting, staffing, and scheduling capabilities.
• Analyze service trends and client feedback to drive operational improvements.
• Partner with internal teams to ensure seamless advisor support and issue resolution.
• Responsible for developing great leaders through coaching, performance management, and succession planning.
• Maintain operating procedures, quality standards, and regulatory compliance.
• Lead service enhancements that improve scalability, efficiency, and advisor satisfaction.
• Partners with CX team to ensure service center employee learning and development meets the needs of our team and clients.

What You Bring:

• Strong wealth management leadership experience in contact center & client service.
• Proven ability to lead leaders and improve operational performance.
• Knowledge of service levels, workforce planning, quality, and performance metrics.
• Ability to lead through growth, change, and evolving business needs.
• Strong communication and relationship-building skills.
• Experience coaching leaders and developing high-performing teams.
• Strong analytical and problem-solving abilities.
• Sound judgment and ability to manage risk and escalations.
• Collaborative leadership style with a focus on accountability.
• Commitment to service excellence and an advisor-first culture.

Supervisory Responsibilities

• Directly supervises Contact Center Supervisors responsible for associates. Responsible for coaching, performance management, workload prioritization, leadership development, employee engagement, quality execution, and operational accountability across the Service organization.

Education and/or Experience

• Bachelor’s degree required, preferably in business, finance, operations, or a related field.
• 5+ years of team leadership experience in wealth management required.
• Minimum of 7+ years of experience in client service, contact center operations, financial services, wealth management, or advisor-facing support roles.
• Experience in broker-dealer, RIA, wealth management, or financial services required.

Certificates, Licenses, Registration

• FINRA Series 7 and 24 required.

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 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

Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Lead with purpose.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• 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.