Operations - Operations Specialist

Bluespring Wealth Partners; Austin (TX); On-site; USD 70,000 - 110,000; Full time

Job summary

Bluespring Wealth Partners is seeking a Platform Operations Specialist to support day-to-day operations across Bluespring firms and assist with onboarding and process improvements.

You will track requests, maintain documentation, and prepare reports while collaborating with shared services and partner firms to ensure timely issue resolution and platform adoption. A 1–3 year background in operations or financial services is preferred.

Qualifications

• Strong organizational and time-management skills.
• Excellent attention to detail.
• Effective verbal and written communication skills.
• Ability to manage multiple projects and priorities simultaneously.
• Bachelor’s degree preferred.
• 1–3 years of experience in operations, project coordination, client service, financial services, or a related field.
• Familiarity with fintech CRM systems such as Redtail, Salesforce, Black Diamond, Orion or similar is preferred.
• Experience with project management tools or workflow platforms is preferred.
• Familiarity with wealth management, RIA operations, or financial services is preferred.

Responsibilities

• Support day-to-day operational initiatives across Bluespring firms.
• Assist with execution of operational projects and process improvements.
• Track and follow up on operational requests, issues, and action items.
• Maintain operational documentation, procedures, and knowledge resources.
• Coordinate with shared services teams to support timely issue resolution.
• Prepare reports, presentations, and status updates.
• Support new hire onboarding.
• Maintain operational trackers and reporting tools.
• Support data collection, validation, and reporting activities.
• Assist with testing and validation of operational processes and technology enhancements.
• Escalate issues and risks identified during day-to-day operations.
• Support partner firms in understanding and utilizing approved platform tools.
• Help develop training materials, guides, and resource documentation.
• Gather feedback from firms and identify opportunities for operational improvements.
• Promote consistent use of operational best practices.

Skills

Organizational skills

Time-management

Attention to detail

Communication

Multi-tasking

Collaboration

Problem-solving

Education

Bachelor’s degree preferred

Tools

Microsoft Office Suite (Excel, PowerPoint, Teams)

CRM systems (Redtail, Salesforce, Black Diamond, Orion)

Job description

Overview

The Platform Operations Specialist supports Bluespring Wealth Partners by helping with operational initiatives, firm onboarding activities, process execution, and platform adoption. The role works closely with internal teams and partner firms to provide a consistent operational experience and to support the growth and integration of Bluespring firms.

Responsibilities

• Support day-to-day operational initiatives across Bluespring firms.
• Assist with execution of operational projects and process improvements.
• Track and follow up on operational requests, issues, and action items.
• Maintain operational documentation, procedures, and knowledge resources.
• Coordinate with shared services teams to support timely issue resolution.
• Prepare reports, presentations, and status updates.
• Support new hire onboarding.
• Maintain operational trackers and reporting tools.
• Support data collection, validation, and reporting activities.
• Assist with testing and validation of operational processes and technology enhancements.
• Escalate issues and risks identified during day-to-day operations.
• Support partner firms in understanding and utilizing approved platform tools.
• Help develop training materials, guides, and resource documentation.
• Gather feedback from firms and identify opportunities for operational improvements.
• Promote consistent use of operational best practices.

Qualifications

• Strong organizational and time‑management skills.
• Excellent attention to detail.
• Effective verbal and written communication skills.
• Ability to manage multiple projects and priorities simultaneously.
• Strong problem‑solving skills and willingness to learn.
• Collaborative and customer‑service‑oriented mindset.
• Proficiency with Microsoft Office applications, particularly Excel, PowerPoint, and Teams.
• Bachelor’s degree preferred.
• 1–3 years of experience in operations, project coordination, client service, financial services, or a related field.
• Familiarity with common fintech and CRM systems such as Redtail, Salesforce, Black Diamond, Orion, or similar is preferred.
• Experience with project management tools or workflow platforms is preferred.
• Familiarity with wealth management, RIA operations, or financial services is preferred.

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 the current role unless approved by EVP.

Benefits

• 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.
• Tuition reimbursement for qualified expenses.

Equal Employment Opportunity

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.
• Kestra Financial is committed to ensuring 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.