Strategic Client Success Lead for Financial Advisors

Kestra Financial; Tempe (AZ); On-site; USD 130,000 - 180,000; Full time

Job summary

Kestra Financial seeks a seasoned Client Service Director to deliver exceptional service to a defined group of financial advisors. The role blends relationship management, operations expertise, and cross-functional coordination, serving as the go-to contact for complex service matters and advocating for advisors across teams.

You will own escalations, drive process improvements, and partner with internal groups to align on client strategies and growth initiatives.

Qualifications

• 8+ years in client service, operations, or relationship management within financial services.
• 5+ years in leadership or client-facing strategic roles with cross-functional collaboration.
• 3+ years of broker-dealer experience.

Responsibilities

• Serve as primary contact for service-related matters for assigned advisor segment.
• Own escalations from intake to resolution with internal teams.
• Build partnerships with Business Development, Relationship Management and internal teams to align on client strategies.

Skills

Relationship management

Operations leadership

Cross-functional collaboration

Escalation management

Data analysis

Client advocacy

Process improvement

Strategic thinking

Tools

CRM systems

Workflow tools

Financial platforms

Job description

Kestra Financial seeks a seasoned Client Service Director to deliver exceptional service to a defined group of financial advisors. The role blends relationship management, operations expertise, and cross-functional coordination, serving as the go-to contact for complex service matters and advocating for advisors across teams.

You will own escalations, drive process improvements, and partner with internal groups to align on client strategies and growth initiatives.