Strategic Operations Leader — Hybrid & Analytics

Kestra Financial; Tempe (AZ); Hybrid; USD 85,000 - 110,000; Full time

Benefits offered by this job

401(k)

Health insurance

Tuition reimbursement

Training & development

Job summary

Kestra Financial is seeking an Operations Analyst & Business Initiatives Consultant in a hybrid role. You will lead strategic initiatives, analyze processes, and develop data-driven solutions across the organization, collaborating with BI and executive teams.

You will map processes, benchmark performance, and drive efficiency while coordinating with cross-functional groups to implement enhancements and reporting dashboards.

Qualifications

• Bachelor's degree required; MBA preferred.
• Minimum of 3 years in financial industry.
• Proven ability to drive data-informed decisions (DDM).
• PMI PMP certification and Six Sigma Black Belt are valued.
• CompTIA Data+ and aCAP credentials seen as a plus.

Responsibilities

• Lead strategic initiatives by gathering partner information, advising on solutions, and guiding implementation.
• Analyze and map operational processes; benchmark and propose improvements.
• Own complex projects with clear charters, action plans, and tracking (RACI).
• Collaborate with BI teams to build dashboards and KPIs for executives.
• Support change management and communicate requirements clearly in Jira.

Skills

Data-Driven Decision Making

Project Management

Communication & Storytelling

Technical Writing

Risk articulation

Education

Bachelor's degree

MBA preferred

Tools

Power BI

Tableau

Salesforce

Smartsheet

Outlook

Excel

Word

PowerPoint

Job description

Kestra Financial is seeking an Operations Analyst & Business Initiatives Consultant in a hybrid role. You will lead strategic initiatives, analyze processes, and develop data-driven solutions across the organization, collaborating with BI and executive teams.

You will map processes, benchmark performance, and drive efficiency while coordinating with cross-functional groups to implement enhancements and reporting dashboards.