ABOUT US:Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the Silicon Hills of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates.We are seeking a highly organized and proactive Associate Chief of Staff, CDTO to support our Chief Digital Technology Officer (CDTO). This position is crucial in ensuring that the CDTO's time, tasks, and priorities are managed effectively, enabling them to focus on driving the company's digital and technological initiatives. The ideal candidate will be a strategic partner who can manage day-to-day operations, handle complex administrative tasks, serve as a liaison between the CDTO and other departments, and be responsible for the successful management of projects and initiatives.KEY RESPONSIBILITIES:Executive Support:
- Manage and prioritize the CDTO's calendar, scheduling meetings, appointments, and travel.
- Act as the point of contact between the CDTO and internal/external stakeholders.
- Prepare and edit correspondence, communications, presentations, and other documents on behalf of the CDTO.
- Facilitate CDTO weekly L10 meetings and quarterly planning sessions, ensuring critical follow-up items are completed in a timely manner.
- Handle sensitive information with the utmost discretion and confidentiality.
Strategic Planning and Coordination:
- Assist the CDTO in the development and implementation of digital and technological strategic plans.
- Oversee projects related to digital transformation with a focus on scope, time, risk and confidentiality in a fast-paced environment.
- Lead and manage project team meetings and track project plans.
- Coordinate cross-functional teams to ensure timely execution of CDTO-led projects.
- Provide support in the preparation of reports, presentations, and meeting agendas specifically related to technology and digital initiatives.
Team Liaison:
- Serve as a communication bridge between the CDTO and department heads, ensuring alignment and clarity in directives.
- Facilitate communication within the digital and technology teams, ensuring effective collaboration.
Decision Support:
- Provide data analysis and insights to support the CDTO in decision-making processes.
- Conduct research and compile information to assist in the preparation of briefs and reports.
- Anticipate the needs of the CDTO and proactively address potential issues.
EDUCATION AND EXPERIENCE:
- Bachelor's degree in Business Administration, Management, Information Technology, or a related field.
- 4+ years of experience in an project management, technology or Chief of Staff role, preferably in a technology-driven environment.
- Exceptional organizational skills and attention to detail with the ability to manage multiple priorities and projects in a fast-paced environment.
- Strong interpersonal and communication skills, with the ability to interact with stakeholders at all levels.
- Proficiency in Microsoft Office Suite required (Word, Excel, PowerPoint, Outlook).
- High level of integrity and discretion in handling confidential information.
- Proactive problem-solver with the ability to anticipate needs and take initiative.
Preferred Qualifications:
- Experience in a fast-growing or entrepreneurial technology environment.
- Project management certification or experience.
- Familiarity with digital transformation initiatives and trends
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 an office environment well lit.
- Ability to lift up to 20 pounds.
- The position is located in Austin, TX office. Must be able to work in the office during scheduled work hours.
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.DISCLOSUREBy 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.