Bluespring Wealth Partners (BWP) is a fast-growing acquirer of wealth management firms throughout the United States. We take a relationship-based approach to partnering with and supporting best-in-class wealth managers who provide financial planning and investment services to retail clients. Bluespring takes majority-stake positions in high-quality firms and provides its partners with an unparalleled depth of operating support, business expertise and strategic investments in key areas of growth.
Bluespring is a wholly owned subsidiary of Kestra Holdings, a holding company that consists of three leading wealth management services businesses that collectively support more than $112bn in AUA and 1,300 independent financial advisors.
As a Strategic Relationship Director, you will be a key architect of success for the firms within the Bluespring community. You'll leverage your expertise to drive strategic initiatives, ensuring profitability, growth, and long-term sustainability. Your role as a trusted advisor and decision-maker will be critical in shaping the future of our partner firms.
POSITION SUMMARY
- Reports to : Chief Operating Officer, Bluespring Wealth Partners
- Location : Austin, TX
ESSENTIAL DUTIES AND RESPONSIBILITIES
To perform this role successfully, the individual must demonstrate personal ownership of all aspects of the role to create positive results including :
Relationship Management
Build and maintain deep, trust-based relationships with BWP managing directors, key financial advisors, and other personnel, serving as the primary point of contact to align resources and capabilities with the goals of each BWP firm. Be the primary point of contact for the BWP firm.Drive accountability for the leaders of BWP firm while building a deep relationship and open lines of trust and communication with founders and successors.Foster a high-integrity corporate culture within each BWP firm that is data driven and outcome oriented.Strategic Planning and Execution
Develop, track, and drive the execution of multi-year and annual business plans that align with firm objectives, focusing on growth, profitability, and sustainability.Partner with BWP firm managing directors to manage financial and operational performance, ensuring accountability and driving actions to meet or exceed targets.Design and implement strategic initiatives at BWP across all firmsAdoption of Tools and Solutions
Promote the adoption of Bluespring Wealth Partners' tools, solutions, and resources to enhance efficiency, profitability, and growth for partner firms.Recognize and refer best practices, firm evolution, merger or growth opportunities.Succession Planning and M&A Integration
Design and assist in executing effective succession strategies within each BWP firm and assist with the integration of sub-acquisitions.Risk Management and Reporting
Identify and escalate key risks and provide regular management reporting on firm's financial and operational performance.Structure, negotiate and oversee the rights and obligations of key agreements associated with a firm.KNOWLEDGE, SKILLS AND / OR ABILITIES
To perform this job successfully, the individual should have the following skills and abilities.
Firm operating experience or general / field management experience.Demonstrated experience and success partnering with firm leadership (e.g., CEO, President, Managing Partner of Wealth Management firms) and corporate executive leadership. Includes an ability to coach mid- and senior level executives to produce changed behavior, when appropriate.Experience in Wealth Management and or RIA industry.Strong financial acumen.Strategic and annual business planning and budgeting experience.Strong relationship management and interpersonal skills.Effective negotiation skills.Excellent communication skills including the ability to present complex information clearly and appropriately.Ability to think strategically, with the proven ability to collaborate cross-functionally to influence outcomes.Detail oriented and practices consistent follow-up to drive accountability.Ability to manage sensitive issues and solve problems.Travel within territory up to 50%.SUPERVISORY RESPONSBILITIES : None
EDUCATION AND / OR EXPERIENCE
4-year degree; MBA preferred.Relationship management or advisory experience.Financial services, practice management or business consulting experience.CERTIFICATIONS, LICENSES, REGISTRATIONS : None
BENEFITS :
Full health, vision, dental. 401(k) plans along with 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 Bluespring Wealth Partners, a subsidiary of Kestra Financial, you are agreeing to the following statements :
You acknowledge that if hired, Bluespring Wealth Partners 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 Bluespring Wealth Partners 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. Bluespring Wealth Partners 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.
