Kestra Financial
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Financial Services
Leads day-to-day operations for a wealth-management firm, including workflow standards, service quality, KPIs, process improvement, regulatory adherence, reporting, vendor coordination, marketing implementation, and operational change initiatives. Manages and develops administrative staff, coordinates staffing and onboarding, resolves complex client and advisor issues, and partners with leadership, compliance, advisors, and external stakeholders to improve scalability and client experience.
