Technology Solutions Specialist

Kestra Financial, Inc.; Tempe (AZ); On-site; USD 60,000 - 90,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Tuition reimbursement

Training opportunities

Growth potential

Job summary

Kestra Financial, Inc. is seeking a Technology Solutions Specialist to serve as the primary point of contact for advisors and employees needing help with technology questions and business applications.

You will troubleshoot across internal and third-party platforms and own issues from intake to resolution, ensuring timely responses and a positive client experience. The role requires at least 2 years in wealth management technology support, familiarity with Salesforce and CRM ecosystems, and

Qualifications

• Minimum 2 years of experience supporting clients within wealth management, financial services, or investment advisor industry with a technology focus.

Responsibilities

• Provide first-level support for technology-related inquiries via phone and Salesforce cases.
• Troubleshoot issues across internal and third-party applications used in wealth management.
• Serve advisors by understanding business needs and guiding them through technology solutions.
• Own issues from intake through resolution with proactive updates.
• Coordinate with internal technology teams, product owners, and third-party vendors on complex issues requiring escalation.
• Submit, monitor, and follow up on help desk tickets to ensure timely resolution.
• Identify trends and process improvement opportunities and communicate recommendations.
• Assist in developing and maintaining support documentation and training resources.
• Maintain service level expectations in a fast-paced, high-volume environment.

Skills

Salesforce

Client support

Problem solving

Communication

Multitasking

Job description

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Kestra Financial is a wealth management platform 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.

The Technology Solutions Specialist serves as a primary point of contact for advisors and employees seeking assistance with technology‑related questions, issues, and business applications. This role combines a strong client service mindset with technical troubleshooting capabilities, providing support across internal and third‑party platforms used by advisors and home office employees. The Specialist is responsible for managing inquiries through phone, email, and Salesforce cases, ensuring timely resolution, effective communication, and positive service experience.

What you’ll Do:

• Provide first‑level support for technology‑related inquiries from advisors and employees through phone and Salesforce cases.
• Troubleshoot issues across internal and third‑party applications used within the wealth management ecosystem.
• Serve as a trusted resource for advisors by understanding their business needs and guiding them through technology solutions.
• Own issues from intake through resolution, providing proactive updates and ensuring a positive client experience.
• Coordinate with internal technology teams, product owners, and third‑party vendors on complex issues requiring escalation.
• Submit, monitor, and follow up on help desk tickets to ensure timely resolution and closure.
• Identify trends, recurring issues, and process improvement opportunities and communicate recommendations to leadership.
• Assist in the development and maintenance of support documentation, knowledge articles, and training resources.
• Maintain service level expectations while working in a fast‑paced, high‑volume environment.

What You Bring:

• Minimum 2 years of experience supporting clients within the wealth management, financial services, or investment advisor industry, with a focus on technology support, client service, or operations.
• Familiarity with Salesforce, CRM platforms, advisor technology ecosystems, and service case management.
• Strong problem‑solving, organizational, and communication skills.
• Ability to manage multiple priorities while maintaining a high level of responsiveness and professionalism.
• Demonstrated commitment to delivering an exceptional advisor and employee experience.

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
• Tuition reimbursement for qualified expenses

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.

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Disclosure

• 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.