Regional Growth Strategist

Kestra Holdings; Austin (TX); On-site; USD 140,000 - 190,000; Full time

Job summary

Kestra Holdings seeks a Regional Growth Partner to act as an internal strategic and operational partner to Regional Managing Directors, driving growth, performance, and execution across a portfolio of partner firms. The role includes financial modeling, budgeting support, executive presentations, and cross‑firm coordination.

The ideal candidate translates data into clear insights, supports planning and forecasting, and collaborates with Finance, BI, and leadership to advance regional priorities

Qualifications

• Bachelor’s degree in finance, business, economics, accounting, or related field; advanced degree a plus.
• Five+ years in strategy, finance, consulting, business ops, or wealth management.
• Experience building financial models, budgets, forecasts, and executive presentations.

Responsibilities

• Support regional growth and performance across partner firms; engage with Regional Managing Directors and Home Office.
• Analyze regional performance to identify trends, risks, and opportunities; develop growth plans and action items.

Skills

Financial modeling

Budgeting

Executive presentations

Strategic thinking

Stakeholder management

Project management

Excel

PowerPoint

Education

Bachelor’s degree in finance, business, economics, or accounting

Advanced degree preferred

Tools

Microsoft Excel

PowerPoint

Job description

Kestra Holdings seeks a Regional Growth Partner to act as an internal strategic and operational partner to Regional Managing Directors, driving growth, performance, and execution across a portfolio of partner firms. The role includes financial modeling, budgeting support, executive presentations, and cross‑firm coordination.

The ideal candidate translates data into clear insights, supports planning and forecasting, and collaborates with Finance, BI, and leadership to advance regional priorities