About The Position
Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. The Project Coordinator will support the Integration Management Office (IMO) by owning project coordination, reporting, and administrative functions that help integrations stay organized and on track. This role will allow Integration Managers to focus on leading firm integrations and driving outcomes while the coordinator manages recurring processes, follow-up activities, and project administration.
Requirements
- 1–3 years of project coordination, project management, operations, or administrative support experience.
- Strong organizational and time management skills.
- Exceptional attention to detail and follow-through.
- Strong written and verbal communication skills.
- Proficiency in Microsoft Office applications.
- Accurate and timely status reporting.
- Consistent follow-up and closure of action items.
- Well-organized project documentation and governance materials.
Nice To Haves
- Experience with Smartsheet, Teams, SharePoint, or similar collaboration tools preferred.
Responsibilities
- Schedule and coordinate integration meetings, working sessions, and governance forums.
- Prepare agendas, meeting materials, and meeting notes.
- Track action items, decisions, risks, and follow-ups.
- Maintain project plans, trackers, and supporting documentation.
- Prepare weekly and bi-weekly status reports for partner firms and internal stakeholders.
- Collect and consolidate updates from functional teams.
- Maintain integration dashboards and reporting materials.
- Assist with preparation of executive updates, status decks, and presentations.
- Monitor open tasks, milestones, and deadlines across active integrations.
- Follow up on overdue items and help ensure commitments are completed.
- Escalate unresolved issues, risks, or dependencies to Integration Managers.
- Support governance processes by maintaining issues, risks, and decision logs.
- Coordinate recurring integration activities such as: Press release and announcement readiness, Integration kickoff logistics, Steering committee preparation, Deal L10 action item tracking, Documentation and SharePoint maintenance, Lessons learned and continuous improvement tracking, Smartsheet maintenance and reporting.
Benefits
- 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
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
No Education Listed
