Senior PWS Advisor Success Consultant

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Lead with Purpose, partner with Impact.

Kestra Private Wealth Services seeks a person with wirehouse or regional W-2 experience for a consultative, advisor-facing role. This individual will serve as the subject matter expert and point of contact for new and experienced advisors on the PWS platform, focusing on issues related to implementation of tech tools, general platform questions, and the monitoring of escalations. They will engage regularly with existing and prospective advisors and staff to promote the PWS value proposition, assess advisor needs, recommend the appropriate solutions, and provide onsite support to help establish those solutions.

The right candidate for this role loves and respects financial advisors and knows how to build and maintain deep contacts and relationships. In this role, you’ll have the opportunity to lead key engagements, coach team members, and help shape best practices - experiences that naturally prepare you for expanded responsibility and advancement into strategic roles across our services organization.

• 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. The individual will 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 round tables, 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 is required.

• College degree required or combination 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.
• Working backwards to lead the end-user experience.
• 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.
• Red Tail, 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.

• Up to 80%

Internal applicants…