What are the responsibilities and job description for the HR Business Partner position at Kestra Financial?
Kestra Holdings is a leading wealth management platform that empowers independent financial professionals to grow their businesses and serve their clients effectively. Our company fosters a collaborative, entrepreneurial culture while providing the resources and scale of a larger enterprise.
We are seeking an HR Business Partner (HRBP) who thrives in a dynamic environment and enjoys wearing multiple hats. This role is an HR Business Partner—providing direct support to managers and employees on core HR matters—and also a backup for our Talent Management initiatives—helping drive key programs in employee engagement, performance management, and leadership development.
The HRBP will act as a strategic advisor to business leaders, ensuring that people strategies align with company objectives while also playing a hands-on role in executing key talent initiatives that enhance our culture and workforce development.
Key Responsibilities
HR Business Partner
At Kestra Holdings, we offer a dynamic and inclusive work environment where your contributions have a direct impact. Our hybrid work model provides flexibility, and we support our employees with competitive compensation, benefits, and professional development opportunities.
INTERNAL APPLICANT 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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
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.
We are seeking an HR Business Partner (HRBP) who thrives in a dynamic environment and enjoys wearing multiple hats. This role is an HR Business Partner—providing direct support to managers and employees on core HR matters—and also a backup for our Talent Management initiatives—helping drive key programs in employee engagement, performance management, and leadership development.
The HRBP will act as a strategic advisor to business leaders, ensuring that people strategies align with company objectives while also playing a hands-on role in executing key talent initiatives that enhance our culture and workforce development.
Key Responsibilities
HR Business Partner
- Serve as a trusted HR partner to managers, helping align HR strategies with business goals.
- Guide managers on employee relations matters, ensuring fairness, consistency, and a positive work environment.
- Advise leaders on performance management, coaching conversations, and fostering a culture of accountability.
- Support workforce planning, team structuring, and change management initiatives.
- Ensure adherence to employment laws and HR policies, balancing risk while supporting business needs.
- Play a key role in employee engagement efforts, including analyzing and implementing action plans from surveys.
- Support the execution of performance review processes, manager training, and continuous feedback strategies.
- Assist in developing programs that enhance leadership capabilities and succession planning.
- Collaborate on learning & development, career frameworks, and other company-wide talent initiatives.
- Experience: 3 years of progressive HR experience, ideally in HR business partner or HR generalist roles with exposure to talent management.
- Education: Bachelor’s degree in Human Resources, Business Administration, or a related field. HR certification (PHR, SPHR, SHRM-CP, or SHRM-SCP) is a plus.
- Skills:
- Strong business acumen with the ability to connect HR strategies to business outcomes.
- Excellent interpersonal and communication skills, with the ability to influence and build relationships at all levels.
- Experience handling sensitive employee relations matters with discretion and sound judgment.
- Ability to manage multiple priorities in a fast-paced, dynamic environment.
- Familiarity with employment laws and HR best practices.
At Kestra Holdings, we offer a dynamic and inclusive work environment where your contributions have a direct impact. Our hybrid work model provides flexibility, and we support our employees with competitive compensation, benefits, and professional development opportunities.
INTERNAL APPLICANT 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:
Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.
DISCLOSURE
By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- 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.
- It is the policy of Kestra Financial 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.
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.
