Standard Operating Procedure Manager

What You’ll Do

• Leverage Confluence as the primary tool for SOPs in collaboration with Technology.
• Design and implement the SOP framework across the Operating Group, working closely with contributors from various functions.
• Define clear criteria for SOP requirements based on complexity, client impact, and operational criticality.
• Own the Kestra Financial Operating Group SOP framework, including standards, templates, taxonomy, and governance model.
• Own the SOP lifecycle processes, including intake, prioritization, review, approval, versioning updates, and retirement.
• Establish clear SOP ownership, review cadence, and accountability across functions.
• Ensure SOPs meet established expectations and are written for frontline usability.
• Coach and develop SOP specialists via dotted-line contributors across the Operating Group.
• Set priorities and manage capacity to align SOP efforts with business needs.
• Provide quality oversight and final approval of SOP deliverables.
• Foster strong partnerships with Operating Group leaders and subject matter experts (SMEs).
• Partner with the Operating Group to identify SOP gaps and redundancy, drive SOP commonality and standardization, and align SOPs to training, onboarding, and performance expectations.
• Ensure SOPs include required elements (purpose, scope, responsibilities, steps, controls, references, version history).
• Challenge unclear or inefficient processes and drive simplification where appropriate.
• Monitor SOP effectiveness through SOP platform dashboards and metrics (coverage, quality, review status, adoption).

What You Bring

• 8+ years of experience in operations, process management, SOP governance, or operational enablement.
• Proven experience owning documentation standards and governance at scale.
• Exceptional ability to translate complex operations into structured, clear standards.
• Excellent written communication and executive-level facilitation skills.
• Experience in financial services or regulated environments.
• Background in business operations, audit readiness, risk management, or compliance documentation.
• Experience with SOP tooling and enterprise content platforms.
• Familiarity with process improvement methodologies.
• Ability to travel approximately 15% of the time (between Tempe, AZ and Austin, TX).

Internal Application Policy: Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.

Benefits to support you: 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.

Kestra Values: Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.

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