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About the Role
The Platform Operations Specialist supports Bluespring Wealth Partners by assisting with operational initiatives, firm onboarding, process execution, and platform adoption. This role collaborates with internal teams and partner firms to ensure a consistent operational experience and support firm growth and integration.
Responsibilities
- Support day-to-day operational initiatives across Bluespring firms.
- Assist with execution of operational projects and process improvements.
- Track and follow up on operational requests, issues, and action items.
- Maintain operational documentation, procedures, and knowledge resources.
- Coordinate with shared services teams to support timely issue resolution.
- Prepare reports, presentations, and status updates.
- New hire onboarding support
- Maintain operational trackers and reporting tools.
- Support data collection, validation, and reporting activities.
- Assist with testing and validation of operational processes and technology enhancements.
- Escalate issues and risks identified during day-to-day operations.
- Support partner firms in understanding and utilizing approved platform tools.
- Help develop training materials, guides, and resource documentation.
- Gather feedback from firms and identify opportunities for operational improvements.
- Promote consistent use of operational best practices.
Requirements
- Strong organizational and time-management skills.
- Excellent attention to detail.
- Effective verbal and written communication skills.
- Ability to manage multiple projects and priorities simultaneously.
- Strong problem-solving skills and willingness to learn.
- Collaborative and customer-service-oriented mindset.
- Proficiency with Microsoft Office applications, particularly Excel, PowerPoint, and Teams.
- 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.
Skills
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Teams
- Fintech systems
- CRM systems
- Redtail
- Salesforce
- Black Diamond
- Orion
- Project management tools
- Workflow platforms
- Wealth management
- RIA operations
- Financial services
Experience Level
- 1–3 years of experience in operations, project coordination, client service, financial services, or a related field.
Education Level
- Bachelor's degree preferred.
Benefits
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k)
- Health insurance
- Competitive benefits package
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
About the Company
- 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.
- Kestra Holdings Website: https://www.kestrafinancial.com/
- Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE
- LinkedIn: https://www.linkedin.com/company/kestra-financial
Equal Opportunity
- 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.