Project and Business Manager

ABOUT US:

Join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.

The President of Kestra Financial seeks an experienced Business and Project Manager to be responsible for the successful management of all aspects of various programs and projects across business lines. The role will help deliver programs that support the organization's strategic initiatives and vision. The individual will interface with business leaders, technology partners, and all other supporting functions to provide high-quality deliverables and business outcomes. This role will also perform business analysis, create presentations, and facilitate weekly executive meetings for the President.

ESSENTIAL DUTIES AND RESPONSIBILITIES: To perform this job successfully, the individual must perform each essential duty satisfactorily.

• Manage all project constraints on scope, time, risk, and change in a fast-paced environment.
• Develop and maintain project plans using Kestra's software and tools.
• Manage different project teams of various sizes in a matrix-structured environment. Lead and manage project team meetings, scheduling, risks, and delivery.
• Provide regular project communications to all company levels, including some presentations.
• Perform analysis of key business initiatives.
• Develop senior-level, strategic presentations.
• Facilitate the administration of weekly executive meetings, tracking decisions and next steps.
• Coordinate business requirements gathering and review.
• Understand all current PMO initiatives from a company level and a detailed business requirements level. Understand technology requirements when and where applicable.
• Provide and promote high standards of professionalism, integrity, and leadership throughout the life of projects, appropriately representing business philosophies, protocols, and standards.
• Commitment to culture requires professionalism, accountability, customer/client focus, advocacy, teamwork, and integrity.

KNOWLEDGE, SKILLS, AND ABILITIES: To perform this job successfully, the individual should have the following skills and abilities:

• 5 years of project management experience, including using project plans and issue logs.
• Ability to use Kestra's choice of software to manage projects (Smartsheets, JIRA, Confluence).
• Proficient in Excel and PowerPoint.
• Ability to strategically and tactically organize and structure activities.
• Ability to be agile and adaptable in a fast-paced environment.
• Strong understanding of Kestra's business and culture and the ability to navigate within.
• Strong verbal, writing, presentation, meeting facilitation, teamwork, and interpersonal skills.

SUPERVISORY RESPONSIBILITIES: None

EDUCATION AND EXPERIENCE:

• Bachelor's degree required, Master's degree preferred
• Financial services or consulting experience preferred
• Project management experience

CERTIFICATION, LICENSES, REGISTRATION:

• PMP is a plus.
• Project Management Certification is a plus.

PHYSICAL DEMAND: The physical demands described here are representative of those that an employee must meet to perform the essential functions of this job successfully. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to sit at a computer for long periods in a well-lit office environment.
• Ability to lift up to 20 pounds.
• The position is located in the Austin, Texas, office. Must be able to work in the office during scheduled work hours.

OTHER DUTIES: Please note this job description is not designed to cover or contain a complete comprehensive listing of activities, duties, or responsibilities required of the employee for this job. Duties, obligations, and activities may change at any time, with or without notice.

INTERNAL APPLICANT POLICY:

Internal applicants must be in good standing and have at least 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 and a host of voluntary plans such as car insurance, legal services, and more (applicable to full-time, permanent employees).

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 to evaluate 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.

KESTRA VALUES:

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.

Job Type: Full-time

Pay: $100,000.00 - $110,000.00 per year

Benefits:

• 401(k) matching
• Dental insurance
• Employee assistance program
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Professional development assistance
• Referral program
• Vision insurance

Schedule:

• 8 hour shift
• Monday to Friday

Ability to Commute:

• Austin, TX 78735 (Required)

Ability to Relocate:

• Austin, TX 78735: Relocate before starting work (Required)

Work Location: In person

Salary : $100,000 - $110,000