Senior Client Success Strategist for Advisors

Kestra Financial; Tempe (AZ); On-site; USD 110,000 - 170,000; Full time

Benefits offered by this job

Competitive pay and benefits

401(k) plan and health insurance

Professional development opportunities

Tuition reimbursement

Supportive, collaborative environment

Job summary

Kestra Financial is seeking a Senior Client Service Director to deliver exceptional service for a defined group of financial advisors. You’ll blend relationship management with operational leadership, owning complex requests and advocating for advisors across internal teams.

This senior individual contributor role requires initiative, accountability, and the ability to influence outcomes. Strong broker-dealer knowledge and CRM fluency are important assets.

Qualifications

• 8+ years in client service, operations, or relationship management in financial services.
• 5+ years in leadership or senior client-facing roles with cross-functional scope.
• 3+ years broker-dealer experience and strong product knowledge.

Responsibilities

• Act as the primary contact for service-related matters for an advisor segment.
• Own escalations from intake to resolution with internal teams.
• Partner with Business Development, Relationship Management, and other teams to align on client strategies.
• Advocate for advisors across the organization to protect client interests.
• Respond promptly to concerns to sustain satisfaction and retention.
• Identify at-risk relationships and lead cross-functional remediation efforts.
• Analyze feedback and metrics to identify themes and opportunities for improvement.
• Lead cross-functional initiatives to improve advisor experience and efficiency.
• Collaborate to define best practices and scalable service enhancements.

Skills

Client service

Operations

Relationship management

Leadership

Cross-functional collaboration

Problem solving

Decision making

Risk awareness

Education

SIE

Series 7 License Required

Series 24 Preferred

Tools

CRM systems

Workflow tools

Financial platforms

Job description

Kestra Financial is seeking a Senior Client Service Director to deliver exceptional service for a defined group of financial advisors. You’ll blend relationship management with operational leadership, owning complex requests and advocating for advisors across internal teams.

This senior individual contributor role requires initiative, accountability, and the ability to influence outcomes. Strong broker-dealer knowledge and CRM fluency are important assets.