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Head of Advisor Client Experience & Service

Job in Tempe, Maricopa County, Arizona, 85285, USA
Listing for: Kestra Financial, Inc.
Full Time position
Listed on 2026-08-03
Job specializations:
  • Management
    Client Relationship Management
Salary/Wage Range or Industry Benchmark: 120000 - 160000 USD Yearly USD 120000.00 160000.00 YEAR
Job Description & How to Apply Below

Kestra Financial, Inc. is seeking a Director of Client Service to lead the client-facing Service contact center, overseeing Advisors, their teams, and end-investors. The role ensures timely, knowledgeable service, escalations, and quality while driving advisor satisfaction and retention across the Kestra platform.

This leadership position focuses on scaling operations, implementing workforce management, and developing leaders through coaching and succession planning in a fast-growing environment.

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