Head of Investment Specialists

ABOUT US:
Kestra IM provides market perspectives, portfolio guidance, model management, and other investment advice through and in conjunction with affiliated registered investment advisers and their associated investment adviser representatives. Kestra IM is an investment adviser registered with the Securities and Exchange Commission ("SEC"). Kestra IM is an affiliate ofKestra Holdings.

Come join the fun and dynamic team at Kestra Investment Management (KIM)! At KIM, we provide market perspectives, portfolio guidance, and model management to our affiliated registered investment advisers and their associated investment adviser representatives. KIM is an investment adviser registered with the Securities and Exchange Commission ("SEC") and is an affiliate of Kestra Holdings.

We're looking for an ambitious, energetic, career focused and consultative sales leader to assist us in expanding our market penetration of model portfolios with our affiliated advisors. The ideal candidate will be investment knowledgeable, experienced in sales, and have a growth mind-set.

The Head of Investment Specialists will drive advisor adoption of the firm's model portfolio offerings. This includes sales leadership and support, speaking engagements, home office and advisor office visits, while leveraging Salesforce CRM through the entire sales cycle. You will also contribute to new product launches, participate in Kestra conferences, and foster ongoing partnerships with other divisions and departments, including wealth management, data analytics, business intelligence, marketing and operations.

ESSENTIAL DUTIES AND RESPONSIBILITIES:

• Develop a consultative sales model for our investment offerings, including clear accountability and targets for asset growth, increasing our breadth and depth, and advisor satisfaction
• Deliver advice to advisors and clients, as needed, on our investment catalogue, portfolio construction and market insights
• Execute sales campaigns based on advisor interest, adoption, conference participation, and seasonal topics
• Working in partnership with Marketing, develop a calendar of regular and ad-hoc communications with advisors and clients and develop collateral to support individual investment offerings
• Leverage Salesforce for tracking and reporting all sales activity, including building reports and dashboard functionality as needed
• Serve as a strong sales leader within KIM, helping to build a cohesive team, develop strategy and execute on it
• Partner with other stakeholders within the Kestra ecosystem to advance the mission of KIM, earning their trust and ensuring KIM is top of mind for the needs of advisors
• Present to groups of financial professionals to educate and inspire confidence in the solutions offered
• Have a strong sales and service background, with knowledge of how to train and motivate a sales team
• Serve as the "voice of the field" articulating back to the investment team the services and solutions that are wanted by advisors
• Ability to travel up to 25% of the time for advisor office visits and Kestra conferences

KNOWLEDGE, SKILLS, AND/OR ABILITIES:

• Executive presence
• Goal focused and process driven
• Excellent written and verbal communication skills
• Collaboratively minded
• Ability to build lasting relationships
• Motivation for sales and advisor networking
• Prospecting skills
• Relentless
• Ability to uncover advisor needs, wants and desires as well as pain points when considering outsourced model management
• Investment and market knowledge
• Strong webinar and in-person presentation skills to small and large audiences

EDUCATION AND EXPERIENCE:

• College degree or equivalent industry related experience
• Sales professional with 7+ years' experience
• Experience supporting advisors in a sales or business consulting capacity preferred
• Extensive experience with Salesforce in a prior sales role
• Intermediate experience with Word, Excel and PowerPoint
• Experience with Envestnet and Morningstar a plus, but not required

CERTIFICATIONS AND DESIGNATIONS:

• FINRA 65 or 66 preferred, or obtained within 6 months of hire
• CIMA, CFP, or CFA a plus, but not required

PHYSICAL DEMAND:

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

• Ability to sit at a computer for long periods of time in office environment well lit.
• Ability to lift up to 20 pounds.
• Position is in Austin, TX 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 that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

INTERNAL APPLICANT 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:

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.

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.

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.