Onboarding Operations Lead

Kestra Financial; Tempe (AZ); On-site; USD 80,000 - 110,000; Full time

Job summary

Kestra Financial is seeking an Onboarding Program Manager to drive a referable onboarding experience for firms by coordinating key processes, managing documentation, data uploads, and appointment requests.

You will support onboarding consultants, collaborate with stakeholders, and push for efficiency and accuracy across onboarding functions while upholding professionalism and leadership.

Qualifications

• 3–5 years of project management experience including plans, issues, and resolutions.
• Proficiency with MS Excel, Smartsheets, JIRA and Confluence.
• Strong organizational, communication and teamwork abilities.

Responsibilities

• Collaborate with Onboarding Consultants to review, revise, and upload bulk spreadsheets to the SRE team.
• Maintain and update Onboarding SOP documents in Whale and ensure accuracy of documents stored in SharePoint.
• Assist OBCs in generating and running onboarding reports as needed.
• Submit carrier appointment requests for onboarding firms and follow up for timely processing.
• Manage and submit all NFS logo installation requests ahead of deadlines.
• Participate in weekly firm check-in meetings with OBCs and provide coverage in their absence.
• Uphold professionalism, integrity, and leadership across projects and stakeholders.
• Demonstrate client focus, teamwork, and accountability in all interactions.
• Complete special projects assigned by leadership.

Skills

Project management

MS Excel

Smartsheets

JIRA

Confluence

Communication

Interpersonal skills

Organization

Adaptability

Tools

MS Excel

Smartsheets

JIRA

Confluence

Job description

Kestra Financial is seeking an Onboarding Program Manager to drive a referable onboarding experience for firms by coordinating key processes, managing documentation, data uploads, and appointment requests.

You will support onboarding consultants, collaborate with stakeholders, and push for efficiency and accuracy across onboarding functions while upholding professionalism and leadership.