Tech Advisor Strategy & Ecosystem - Product Support Engineer

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 90,000 - 120,000; Full time

Benefits offered by this job

Competitive pay and benefits with a 大型

401(k) and health insurance

Growth opportunities and professional.

Supportive, collaborative environment

Training, development and long-term 2

Job summary

Kestra Financial, Inc. is building a new Product Support Engineering team to support the Investor Solution. The role involves configuring, onboarding, and guiding advisors through the platform, working with product, engineering, and implementation teams to ensure adoption and success.

You will be immersed in agile delivery, gaining deep platform expertise and acting as a trusted partner to advisors in their daily workflows.

Qualifications

• Bachelor’s degree or equivalent hands-on experience in a technology-related field.
• Background in the financial services industry is preferred.
• Prior experience with SQL or Salesforce is a plus.
• Exceptional customer service orientation with strong communication skills.
• Strong attention to detail and a high level of accuracy.
• Skilled in setting, managing, and aligning with client expectations.
• Strong analytical and problem-solving abilities, with excellent verbal and written communication skills.

Responsibilities

• Configure, validate, and support the Investor Solution to ensure a seamless advisor experience.
• Develop standard operating procedures, support playbooks, and KPIs for the platform.
• Provide high-quality service through phone and email, addressing inquiries and onboarding.
• Provision and manage user access, ensuring timely setup and SLAs.
• Investigate and resolve escalated issues, collaborating with internal teams and vendors.
• Identify trends and suggest enhancements to shape long-term support.

Skills

Customer service

Attention to detail

Communication

Analytical thinking

Problem solving

Education

Bachelor's degree or equivalent hands-on experience in a technology-related field

Tools

SQL

Salesforce

Job description

Tech Advisor Strategy & Ecosystem - Product Support Engineer

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Job Description

Posted Tuesday, August 4, 2026 at 8:00 AM

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

Lead with Purpose. Partner with Impact.

We are building a brand ‑ new Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our next ‑ generation platform designed to empower advisors and elevate the client experience. As a Product Support Engineer, you will play a foundational role in shaping how advisors onboard, configure, and successfully adopt this transformative solution.

This is not a traditional support role. You will be fully immersed in the agile delivery and rollout of the Investor Solution, working side ‑ by ‑ side with product, engineering, and implementation teams. Through this hands ‑ on experience, you will develop deep platform expertise and become a trusted partner to advisors as they integrate the Investor Solution into their daily workflows.

What You'll Do:

• Configure, validate, and support the Investor Solution to ensure a seamless advisor experience.
• Develop standard operating procedures, support playbooks, and key performance metrics for the platform.
• Provide high‑quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration.
• Provision and manage user access, ensuring timely setup and adherence to service‑level agreements (SLAs).
• Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution.
• Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long‑term support model for the Investor Solution.

What You Bring:

• Bachelor’s degree or equivalent hands‑on experience in a technology‑related field
• Background in the financial services industry is preferred
• Prior experience with SQL or Salesforce is a plus
• Exceptional customer service orientation with strong communication skills
• Strong attention to detail and a high level of accuracy
• Skilled in setting, managing, and aligning with client expectations
• Strong analytical and problem‑solving abilities, with excellent verbal and written communication skills

Internal Application Policy:

Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you:

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Work in a supportive, collaborative environment committed to professional excellence
• Help clients navigate meaningful financial decisions with confidence
• Opportunities for training, development, and long-term growth within the firm

Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

Disclosures: Lead with purpose. Apply now and help shape the future of Kestra.

Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America