Operations - Operations Specialist

Kestra Financial; Austin (TX); On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Competitive pay and benefits with a 1,

401(k), health insurance, and a strong

Growth opportunities

Job summary

Kestra Financial is seeking a Platform Operations Specialist to support Bluespring Wealth Partners by assisting with operational initiatives, firm onboarding activities, process execution, and platform adoption efforts. This role works closely with internal teams and partner firms to help ensure a consistent operational experience while supporting the growth and integration of Bluespring firms.

The ideal candidate is organized, detail-oriented, service-focused, and interested in developing

Qualifications

• Bachelor's degree preferred
• 1–3 years of experience in operations, project coordination, client service, financial services, or a related field
• Familiarity with fintech and CRM systems (Redtail, Salesforce, Black Diamond, Orion)
• Experience with project management tools or workflow platforms
• Familiarity with wealth management, RIA operations, or financial services

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.
• 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

Attention to detail

Communication skills

Multi-tasking

Problem solving

Team collaboration

MS Office proficiency

Bachelor's degree preferred

1–3 years experience

CRM systems familiarity

Project coordination

Education

Bachelor's degree

Tools

Redtail

Salesforce

Black Diamond

Orion

Excel

PowerPoint

Teams

Job description

Lead with Purpose. Partner with Impact. The Platform Operations Specialist supports Bluespring Wealth Partners by assisting with operational initiatives, firm onboarding activities, process execution, and platform adoption efforts. This role works closely with internal teams and partner firms to help ensure a consistent operational experience while supporting the growth and integration of Bluespring firms.

The ideal candidate is organized, detail-oriented, service-focused, and interested in developing expertise in wealth management operations, platform services, and firm integrations.

What Y ou’ll Do:

• 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.
• 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.

What You Bring:

• 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 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. Apply now and help shape the future of Kestra.

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.