Director of Revenue

What You’ll Do

• Own consolidated revenue reporting across Kestra Direct, Private Wealth (including Arden Trust), and Kestra Insurance and act as a strategic finance partner to business leaders
• Compile, analyze, and present monthly and quarterly revenue performance, trends, and drivers to executive leadership
• Develop dashboards and reporting packages focused on key metrics such as AUM-based fees, commissions, trust revenue, insurance revenue, advisor productivity, and net flows
• Partner with FP&A and Accounting to ensure consistency between revenue reporting, forecasts, and financial statements
• Lead revenue forecasting processes, including annual planning, rolling forecasts, and long-range projections
• Build and maintain complex financial models to evaluate growth initiatives, pricing changes, compensation structures, and new product or advisor programs
• Support scenario planning and executive decision-making related to M&A, organic growth strategies, and platform investments
• Help prepare all external reporting (Lender, Rating Agency, Equity investors etc)

What You Bring

• Bachelor’s Degree in Finance or Accounting or related field. 7+ years’ experience building financial models to support C-level decision making
• Deep understanding of revenue models within wealth management, independent advisor platforms, trust services, and insurance businesses
• Advanced Excel proficiency
• Comfort level working with extremely large data sets
• Proficiency in corporate finance conceptual frameworks (IRR, operating leverage, etc…)
• Solid understanding of financial accounting
• Excellent written and verbal communication skills

Benefits

• Competitive pay and benefits with a large employer (over 1600 employees nationwide)
• 401(k), health insurance, and a competitive benefits package
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses