The External Advisor Engagement Consultant acts as a strategic partner to drive the adoption of Kestra’s ecosystem and improve advisor retention. They are responsible for managing advisor relationships, collecting feedback, and delivering high-impact insights to ensure advisor satisfaction.
The Executive Assistant provides high-level administrative and operational support to senior executives, including complex calendar management and travel coordination. They also manage expense reports, facilitate communication, and support strategic projects to ensure executive effectiveness.
The Supervisory Principal coordinates trade and new account supervision to ensure compliance with firm and regulatory policies. They are responsible for reviewing broker/dealer trade activity, approving compliance disclosures, and conducting field office training.
