Senior Advisor Success Consultant, PWS

What You’ll Do

• Client Retention – build relationships and rapport with new and veteran advisors across our national footprint via onsite interactions focused on proper implementation of standards/procedures to ensure an excellent advisor team experience. Includes maintaining retention tracker and assisting with retention ideas for PWS population.
• Technology Systems – serve as the central point of contact for new and veteran PWS firms on their technology platform and coordinate and track resolutions. Familiarity with the use of industry standard financial planning tools, customer relationship management software, performance reporting tools, and client service solutions is required.
• On-site Transition Support – travel onsite the day of/after a firm registers with PWS to assist with advisor/support staff onboarding and creating a smooth transition onto the Kestra platform. Coordinate advisor/staff questions and escalations with the correct subject matter experts, track progress and provide new teams with a sense of calm and connection.
• On an ongoing basis, site visits for wellness checks to ensure advisor firm understanding of the full value proposition, monitor advisor morale, and provide any needed updates from the home office.
• Events and Marketing – assist with Kestra and PWS events on communication and organization of advisor and support staff involvement, including events such as podcasts, Peer Perspective roundtables, and Advisor/Staff Council Meetings, along with annual and quarterly events such as the PWS Symposium and Kestra Connect Events.
• General Assistance to Management Team – work with all members of the PWS team at various times as needed, maintain the Retention Tracker, coordinate PWS and Kestra home office employee office visits to generate the greatest coverage experience for advisors and staff. Generate regular reporting focused on the tracking of issues, questions or escalations that occur in the PWS ecosystem while keeping executives informed of progress and resolutions.

What You Bring

• College degree required or combination of 4+ years of equivalent industry-related experience.
• Strong customer focus, excellent verbal and written communication skills, strong work ethic, and extremely organized.
• Interpersonal, networking, and influencing skills. Ability to multi-task in a fast-paced environment.
• Ability to communicate with advisors effectively and persuasively at all levels of the organization. Work well with others in a small, elite team atmosphere.
• Deliver outcomes at the highest professional standards. MS Office experience required.
• General understanding of technology and technology systems preferred. RedTail, eMoney, Albridge, Black Diamond and other financial technology platform experience preferred.
• Previous experience of the wirehouse or independent financial advisor industry preferred. Ability to travel to advisor sites, as well as other conferences, as needed.

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
• Opportunities for training, development, and long-term growth within the firm
• Tuition reimbursement for qualified expenses

Kestra Values

• Serve
• Make it Happen
• One team