Regional Growth Partner

Kestra•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 translates data and business needs into insights, recommendations, and actionable plans, while tracking commitments and helping regional initiatives move forward. Regional Managing Directors retain accountability for regional leadership, firm performance, strategic direction, and decision-making; the Regional Growth Partner strengthens their effectiveness through analysis, preparation, relationship support, coordination, and follow-through. The position is mostly internal-facing, involves minimal travel, and works directly with partner firm leaders, advisors, Regional Managing Directors, and Home Office teams. The role collaborates with functions including Finance, Practice Management, Marketing, Operations, Business Intelligence, M&A Integration, Human Resources, Legal, and Compliance. Success is measured by the quality and usefulness of analysis and materials, improved visibility into performance and commitments, timely execution of regional priorities, effective support for Regional Managing Directors, strong stakeholder relationships, and contributions to growth and operating discipline.

Requirements

Bachelor's degree in finance, business, economics, accounting, or a related field.
Five or more 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, with confidence engaging senior leaders and partner firm stakeholders.
Strong project management, organization, prioritization, and follow-through.
Ability to influence and drive execution without direct authority.
High degree of judgment, discretion, curiosity, and accountability.
Internal applicants must be in good standing and have at least one year of service with Kestra.
Internal applicants must have at least one year of service in their current role unless approved by an EVP.

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 agreed 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.
Conduct budget-to-actual, revenue, expense, margin, productivity, and other performance analyses.
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 development of annual and multi-year plans aligned with Bluespring enterprise priorities.
Prepare materials, analysis, agendas, and recommendations for firm business reviews, regional reviews, and leadership discussions.
Document decisions, owners, milestones, and follow-up actions from business reviews and strategic planning sessions.
Coordinate cross-functional resources needed to advance regional and firm-level priorities.
Help Regional Managing Directors maintain visibility into 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 concise, executive-ready presentations for regional 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 relevant Home Office functions on regional priorities and initiatives.
Coordinate initiatives spanning multiple firms or Home Office teams; help remove obstacles, clarify ownership, and maintain momentum.
Support special projects and emerging priorities led by the Head of Strategic Growth or Regional Managing Directors.