Strategic Initiatives - Project Coordinator, Integration Management Office

Blue spring Wealth Partners (Blue spring) is part of Kestra Holdings, an industry‑leading wealth‑management platform for independent financial professionals nationwide. Blue spring acquires successful, growing wealth‑management businesses either inside or outside of the Kestra ecosystem, promoting advisor autonomy and entrepreneurship while providing operational scale and efficiencies for its partner firms. Blue spring’s advisor‑focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients.

The Project Coordinator will support the Integration Management Office by owning project coordination, reporting, and administrative functions that help integrations stay organized and on track, allowing Integration Managers to focus on leading firm integrations and driving outcomes.

• Schedule and coordinate integration meetings, working sessions, and governance forums.
• Prepare agendas, meeting materials, and meeting notes.
• Track action items, decisions, risks, and follow‑ups.
• Maintain project plans, trackers, and supporting documentation.

• Prepare weekly and bi‑weekly status reports for partner firms and internal stakeholders.
• Collect and consolidate updates from functional teams.
• Maintain integration dashboards and reporting materials.
• Assist with preparation of executive updates, status decks, and presentations.

• Monitor open tasks, milestones, and deadlines across active integrations.
• Follow up on overdue items and help ensure commitments are completed.
• Escalate unresolved issues, risks, or dependencies to Integration Managers.
• Support governance processes by maintaining issue, risk, and decision logs.

• Press release and announcement readiness
• Integration kickoff logistics
• Steering committee preparation
• Deal L10 action item tracking
• Documentation and SharePoint maintenance
• Lessons learned and continuous improvement tracking
• Smartsheet maintenance and reporting

• 1–3 years of project coordination, project management, operations, or administrative support experience.
• Strong organizational and time‑management skills.
• Exceptional attention to detail and follow‑through.
• Strong written and verbal communication skills.
• Proficiency in Microsoft Office applications.
• Experience with Smartsheet, Teams, SharePoint, or similar collaboration tools preferred.
• Accurate and timely status reporting.
• Consistent follow‑up and closure of action items.
• Well‑organized project documentation and governance materials.
• Capacity for Integration Managers to focus on integration strategy, stakeholder management, and execution rather than project administration.

• 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

• You acknowledge that if hired, Kestra Financial, Inc. may obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance, and experience for evaluation for your potential employment.
• Kestra Financial is pledged to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.