Regional Growth & Strategy Partner

Kestra Financial, Inc.; Austin (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) and health insurance

Tuition reimbursement

Job summary

Kestra Financial, Inc. is seeking a Regional Growth Partner to serve as an internal strategic and operational partner to the Regional Managing Directors. You will build financial models, support budgeting, develop executive presentations, and coordinate regional priorities with partner firms.

You will translate data into insights, track commitments, and help drive organic growth across the regional portfolio while collaborating with Home Office teams and firm leaders. Travel is minimal.

Qualifications

• Bachelor's degree in finance, business, economics, accounting, or a related field; advanced degree or relevant professional designation is a plus.
• Five or more years of experience in strategy, finance, consulting, business operations, wealth management, or a related discipline.
• Experience building financial models, budgets, forecasts, business cases, and executive presentations.
• Strong proficiency in Microsoft Excel and PowerPoint.
• Ability to synthesize complex information into clear insights and practical recommendations.
• Excellent written, verbal, and presentation skills, with confidence engaging senior leaders and partner firm stakeholders.
• Strong project management, organization, prioritization, and follow-through.
• Ability to influence and drive execution without direct authority.
• High degree of judgment, discretion, curiosity, and accountability.
• Experience in wealth management, RIAs, financial services, or a multi-site business environment is strongly preferred.

Responsibilities

• Regional Growth and Performance Support
• Support organic growth, advisor productivity, client acquisition, and revenue expansion across partner firms.
• Analyze regional performance to identify trends, opportunities, risks, and areas requiring leadership attention.
• Help develop growth plans, business cases, and action plans for partner firms and regional initiatives.
• Monitor progress against agreed priorities, milestones, and performance indicators, and surface execution gaps early.
• Identify practices and approaches that can be shared or scaled across the regional portfolio.
• Financial Modeling, Budgeting, and Analysis
• Build and maintain financial models to support planning, forecasting, investment decisions, growth initiatives, and scenario analysis.
• Support annual budgeting and periodic forecasting processes for the region and partner firms.
• Conduct budget-to-actual, revenue, expense, margin, productivity, and other relevant performance analyses.
• Prepare clear recommendations and decision support for the Regional Managing Directors and Head of Strategic Growth.
• Partner with Finance and Business Intelligence to strengthen the consistency, accuracy, and usability of regional reporting.
• Strategic Planning and Business Reviews
• Support the development of annual and multi-year plans aligned with Bluespring enterprise priorities.
• Prepare materials, analysis, agendas, and recommendations for firm business reviews, regional reviews, and leadership discussions.
• Document decisions, owners, milestones, and follow-up actions arising from business reviews and strategic planning sessions.
• Coordinate cross-functional resources needed to advance regional and firm-level priorities.
• Help Regional Managing Directors maintain visibility into progress, dependencies, and unresolved issues.
• Firm Relationship and Field Support
• Build trusted working relationships with partner firm leaders, advisors, and key stakeholders.
• Engage directly with firms to gather information, understand business needs, support analysis, and coordinate follow-through.
• Serve as a connector between partner firms, Regional Managing Directors, and Home Office functions.
• Participate in firm meetings and regional discussions, presenting analysis and recommendations when appropriate.
• Handle sensitive business information with sound judgment, discretion, and professionalism.
• Executive Presentations and Communications
• Create clear, concise, and executive-ready presentations for regional business reviews, firm discussions, leadership meetings, and strategic initiatives.
• Translate complex financial and operating information into practical insights, choices, and recommended actions.
• Prepare briefing materials and talking points that help Regional Managing Directors lead effective conversations with firms and internal stakeholders.
• Ensure presentations and communications are accurate, consistent, and aligned with enterprise messaging.
• Cross-Functional Execution
• Partner with Finance, Practice Management, Marketing, Operations, Business Intelligence, M&A Integration, Human Resources, Legal, and Compliance as appropriate.
• Coordinate regional initiatives that span multiple firms or Home Office teams.
• Help remove obstacles, clarify ownership, and maintain momentum on high-priority work.
• Support special projects and emerging priorities led by the Head of Strategic Growth or Regional Managing Directors.

Skills

Financial modeling

Budgeting

Executive presentations

Strategic thinking

Stakeholder management

Education

Bachelors degree in finance, business, economics, accounting

Tools

Microsoft Excel

PowerPoint

Job description

Kestra Financial, Inc. is seeking a Regional Growth Partner to serve as an internal strategic and operational partner to the Regional Managing Directors. You will build financial models, support budgeting, develop executive presentations, and coordinate regional priorities with partner firms.

You will translate data into insights, track commitments, and help drive organic growth across the regional portfolio while collaborating with Home Office teams and firm leaders. Travel is minimal.