Sr. Onboarding Operations Specialist

Kestra • Austin, TX

1d • Hybrid

About The Position

The Sr. Onboarding Operations Specialist plays a critical role in supporting new advisor firms as they transition into the Kestra Financial ecosystem. This hybrid role combines significant travel (approximately 65%) to deliver high-touch, in-person onboarding and training experience, along with back-office operational processing (35%) during non-travel windows. The position is ideal for someone who thrives in a client-facing environment, excels in operational accuracy, and brings strong process knowledge to help new advisors onboard efficiently and confidently. The specialist will also collaborate with internal teams to improve onboarding processes and contribute to best practices within the firm.

Requirements

• High school diploma or equivalent required; college degree in a related field preferred.
• Minimum of 2 years of experience in financial services or client onboarding roles.
• Proficiency in MS Office (Word, Excel, Outlook, PowerPoint).
• Strong attention to detail, organizational skills, and the ability to manage multiple tasks.
• Excellent interpersonal and communication skills, both written and verbal.
• Ability to work independently in the field with minimal supervision.
• Ability to travel up to 80% of the time for meetings, events, or client visits.
• Must be available to work some Saturdays as needed.

Responsibilities

• Travel to advisor offices to deliver hands-on operational training and ongoing support.
• Serve as the primary point of contact during onboarding engagements, addressing operational and account setup questions.
• Lead training sessions for advisors and their staff on AdvisorComplete℠, onboarding workflows, and documentation requirements.
• Troubleshoot operational issues, provide real-time solutions, and escalate complex matters as necessary.
• Process new accounts, incoming transfers, direct rollovers, and set up key account features (e.g., SWPs, PIPs, check writing).
• Review and validate paperwork for accuracy and completeness.
• Collaborate with internal teams (Sales Supervision, Trading, Cashiering) to ensure smooth account processing.
• Maintain accurate client records in systems such as LaserFiche and others.
• Address advisor inquiries via phone and email regarding account and transfer statuses.

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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED
• Number of Employees: 1,001-5,000 employees