Tech Advisor Strategy & Ecosystem - Product Support Engineer

Tech Advisor Strategy & Ecosystem - Product Support Engineer Kestra Financial - 2.9 Tempe, AZ Job Details Full-time 1 hour ago Benefits Health insurance 401(k) Tuition reimbursement Qualifications Financial services customer support Client onboarding Email customer support Technical support via phone IT user and group management Phone communication Standard Operating Procedures (SOPs) implementation Mid-level Improving operational efficiency Post-sales issue resolution SQL Managing clients in a customer support role Key Performance Indicators Salesforce Cloud Collaboration with product development teams Analysis skills Bachelor's degree Continuous improvement Agile CRM system proficiency Technical support via email Standard operating procedures (SOPs) Communication skills Email support Standard operating procedures drafting Service level agreement (SLA) management Full Job Description Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients. Lead with Purpose. Partner with Impact. We are building a brand new Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our next generation platform designed to empower advisors and elevate the client experience. As a Product Support Engineer, you will play a foundational role in shaping how advisors onboard, configure, and successfully adopt this transformative solution. This is not a traditional support role. You will be fully immersed in the agile delivery and rollout of the Investor Solution, working side by side with product, engineering, and implementation teams. Through this hands on experience, you will develop deep platform expertise and become a trusted partner to advisors as they integrate the Investor Solution into their daily workflows.

What You'll Do:

Configure, validate, and support the Investor Solution to ensure a seamless advisor experience. Develop standard operating procedures, support playbooks, and key performance metrics for the platform. Provide high quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration. Provision and manage user access, ensuring timely setup and adherence to service level agreements (SLAs). Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution. Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long term support model for the Investor Solution.

What You Bring:

Bachelor's degree or equivalent hands on experience in a technology related field Background in the financial services industry is preferred Prior experience in technical support role is a plus Prior experience with SQL or Salesforce is a plus Exceptional customer service orientation with strong communication skills Strong attention to detail and a high level of accuracy Skilled in setting, managing, and aligning with client expectations Strong analytical and problem solving abilities, with excellent verbal and written communication skills

Internal Application 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 to support you:

Competitive pay and benefits with a large employer (over 1600 employees nationwide) 401(k), health insurance, and a competitive benefits package Work in a supportive, collaborative environment committed to professional excellence Help clients navigate meaningful financial decisions with confidence Opportunities for training, development, and long-term growth within the firm Tuition reimbursement for qualified expenses

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. Explore Life at

Kestra 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 Apply Today Lead with purpose. Apply now and help shape the future of Kestra. 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.