Regional Growth Partner

Kestra Holdings•Austin, TX

About The Position

The Regional Growth Partner is an internal strategic and operational partner to Regional Managing Directors, supporting growth, performance, and execution across a portfolio of partner firms. The role provides financial modeling, business analysis, budgeting support, executive presentation development, firm engagement, and coordination of regional priorities. It works directly with partner firm leaders, advisors, Regional Managing Directors, and Home Office teams, primarily in an internal-facing setting with minimal travel. The Regional Growth Partner translates data and business needs into clear insights, recommendations, and actionable plans, and helps track commitments and advance regional initiatives. Regional Managing Directors retain accountability for regional leadership, firm performance, strategic direction, and decision-making; this role strengthens their effectiveness through analysis, preparation, relationship support, coordination, and follow-through. The position supports regional growth and performance; financial modeling, budgeting, and analysis; strategic planning and business reviews; firm relationships and field support; executive presentations and communications; and cross-functional execution. Success includes high-quality analyses and materials, better visibility into firm and regional performance and commitments, timely execution of priorities, effective support to Regional Managing Directors, strong stakeholder relationships, and contributions to organic growth and operating discipline.

Requirements

Bachelor’s degree in finance, business, economics, accounting, or a related field.
At least five years of experience in strategy, finance, consulting, business operations, wealth management, or a related discipline.
Experience building financial models, budgets, forecasts, business cases, and executive presentations.
Strong proficiency in Microsoft Excel and PowerPoint.
Ability to synthesize complex information into clear insights and practical recommendations.
Excellent written, verbal, and presentation skills, including confidence engaging senior leaders and partner firm stakeholders.
Strong project management, organization, prioritization, and follow-through skills.
Ability to influence and drive execution without direct authority.
High degree of judgment, discretion, curiosity, and accountability.

Nice To Haves

An advanced degree or relevant professional designation.
Experience in wealth management, RIAs, financial services, or a multi-site business environment.

Responsibilities

Support Regional Managing Directors in advancing organic growth, profitability, advisor productivity, client acquisition, and revenue expansion across partner firms.
Analyze firm and regional performance to identify trends, opportunities, risks, and issues requiring leadership attention.
Help develop growth plans, business cases, and action plans for partner firms and regional initiatives.
Monitor progress against priorities, milestones, and performance indicators, and surface execution gaps early.
Identify practices and approaches that can be shared or scaled across the regional portfolio.
Build and maintain financial models for planning, forecasting, investment decisions, growth initiatives, and scenario analysis.
Support annual budgeting and periodic forecasting for the region and partner firms.
Analyze budget-to-actual results, revenue, expenses, margins, productivity, and other relevant performance measures.
Prepare recommendations and decision support for Regional Managing Directors and the Head of Strategic Growth.
Partner with Finance and Business Intelligence to improve the consistency, accuracy, and usability of regional reporting.
Support annual and multi-year planning aligned with enterprise priorities.
Prepare materials, analyses, agendas, and recommendations for firm business reviews, regional reviews, and leadership discussions.
Document decisions, owners, milestones, and follow-up actions from business reviews and planning sessions.
Coordinate cross-functional resources needed to advance regional and firm-level priorities.
Help Regional Managing Directors track progress, dependencies, and unresolved issues.
Build trusted working relationships with partner firm leaders, advisors, and key stakeholders.
Engage directly with firms to gather information, understand business needs, support analysis, and coordinate follow-through.
Connect partner firms, Regional Managing Directors, and Home Office functions.
Participate in firm meetings and regional discussions, presenting analysis and recommendations when appropriate.
Handle sensitive business information with judgment, discretion, and professionalism.
Create clear, concise, executive-ready presentations for business reviews, firm discussions, leadership meetings, and strategic initiatives.
Translate complex financial and operating information into practical insights, choices, and recommended actions.
Prepare briefing materials and talking points for Regional Managing Directors’ discussions with firms and internal stakeholders.
Ensure presentations and communications are accurate, consistent, and aligned with enterprise messaging.
Partner with Finance, Practice Management, Marketing, Operations, Business Intelligence, M&A Integration, Human Resources, Legal, and Compliance as appropriate.
Coordinate regional initiatives spanning multiple firms or Home Office teams.
Help remove obstacles, clarify ownership, and maintain momentum on high-priority work.
Support special projects and emerging priorities led by the Head of Strategic Growth or Regional Managing Directors.