Platform Operations & Onboarding 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

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