Senior Client Success Strategist for Financial Advisors

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 120,000 - 180,000; Full time

Job summary

Kestra Financial, Inc. seeks a Client Service Director to deliver exceptional service to a defined group of financial advisors. This senior individual contributor role blends relationship management, operations, and cross-functional coordination.

You will be the key contact for complex service matters, owning requests from start to finish and advocating for advisors across internal teams. While not a people leader, you will demonstrate initiative and accountability, influencing outcomes across

Qualifications

• 8+ years in client service, operations, or relationship management, preferably in financial services.
• 5+ years in a leadership or client-facing strategic role with cross-functional collaboration.
• 3+ years of broker-dealer experience.
• Strong understanding of brokerage, advisory, or investment products and services.
• Experience supporting or working closely with financial advisors.
• Proven ability to handle escalations and complex client requests.

Responsibilities

• Act as a point of contact for all service-related matters for your assigned advisor segment.
• Own and manage escalations from intake to resolution with internal teams.
• Build partnerships with Business Development, Relationship Management, and internal teams.
• Advocate for clients and ensure their voice is represented in decisions.
• Respond promptly to client concerns, ensuring satisfaction and retention.
• Proactively flag at-risk relationships and lead cross-functional efforts to address gaps.
• Analyze advisor feedback, service metrics, and operational data for improvements.
• Lead or contribute to cross-functional initiatives to improve advisor experience.
• Collaborate with peers and leadership to define best practices and scalable enhancements.
• Support enterprise projects and platform updates with a client lens.
• Bring structure and strategy to ambiguous problems; assess root causes and propose solutions.
• Partner with other directors to share best practices across client experience.

Skills

Leadership

Relationship management

Cross-functional collaboration

Client service mindset

Strategic thinking

Process orientation

Problem solving

Communication

Tools

CRM systems

Workflow tools

Financial platforms

Job description

Kestra Financial, Inc. seeks a Client Service Director to deliver exceptional service to a defined group of financial advisors. This senior individual contributor role blends relationship management, operations, and cross-functional coordination.

You will be the key contact for complex service matters, owning requests from start to finish and advocating for advisors across internal teams. While not a people leader, you will demonstrate initiative and accountability, influencing outcomes across