Kestra PWS
Manager, Producer Compensation
Kestra PWS, Austin, Texas, us, 78716
Encino Building #2, Austin, Texas, United States of AmericaJob Description
Posted Thursday, September 19, 2024 at 6:00 AMABOUT US:Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.Kestra Financial is seeking a dynamic and motivated Manager to join our Producer Compensation team. In this role, you will be responsible for the team that processes the compensation from our vendors to our financial professionals on a weekly basis. The ideal candidate is detail-oriented, re-inventive with processes, and provides consistent, constructive feedback to team members. The ideal candidate is eager to contribute to our mission of Powering Financial Independence by having a serve, make it happen and one team mentality.RESPONSIBILITIES:Commitment to culture requires a demonstration of professionalism, leadership, accountability, client focus and teamwork.Manage the Producer Compensation processing team and ensure timely and accurate weekly compensation processing in our Broadridge BRACS system.Establish and maintain current standard operating procedures for accurate and timely compensation processing to our financial professionals.Maintain a regular schedule for one-on-ones with team members, team meetings, and team trainings.Identify best practices for producer compensation processing (ask the “why’s” and seek improvement) and work with Senior Management to implement improvements.Be a resource for our financial professionals, their staff, and our internal teams on questions regarding compensation policies, procedures, commission audits, and navigating the compensation systems and platforms.SKILLS:Knowledge of financial industry operations or other financial services fields.Excellent communication, organization, and analytical skills.Ability to interact in a professional and friendly manner with internal and external customers.Strong oral and written communication skills.Strong leadership skills.Strong problem-solving skills.Strong organizational skills and ability to prioritize tasks.Ability to multi-task and adjust to changing priorities in a fast-paced environment.Must be proficient in Excel and Word.Ability to learn the compensation system and understand how advisors are set up within that system to meet the desired outcome.EDUCATION AND/OR EXPERIENCE:High School graduate or equivalentAt least 2 years of higher-level education preferredSupervisory experience required with customer service experience preferred2 years’ experience in compensation processing or a related field preferredFinancial services industry experience preferredCERTIFICATIONS : NoneOTHER DUTIES: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 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 (applicable to full-time, permanent employees).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.
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 (applicable to full-time, permanent employees).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.
Encino Building #2, Austin, Texas, United States of America
#J-18808-Ljbffr
Posted Thursday, September 19, 2024 at 6:00 AMABOUT US:Come join the dynamic team at Kestra Financial! Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. With a culture rich in reinvention and advisor advocacy, Kestra Financial has developed integrated business management technology that, combined with its personalized consulting services, offers exceptional scale and efficiency. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients.Kestra Financial is seeking a dynamic and motivated Manager to join our Producer Compensation team. In this role, you will be responsible for the team that processes the compensation from our vendors to our financial professionals on a weekly basis. The ideal candidate is detail-oriented, re-inventive with processes, and provides consistent, constructive feedback to team members. The ideal candidate is eager to contribute to our mission of Powering Financial Independence by having a serve, make it happen and one team mentality.RESPONSIBILITIES:Commitment to culture requires a demonstration of professionalism, leadership, accountability, client focus and teamwork.Manage the Producer Compensation processing team and ensure timely and accurate weekly compensation processing in our Broadridge BRACS system.Establish and maintain current standard operating procedures for accurate and timely compensation processing to our financial professionals.Maintain a regular schedule for one-on-ones with team members, team meetings, and team trainings.Identify best practices for producer compensation processing (ask the “why’s” and seek improvement) and work with Senior Management to implement improvements.Be a resource for our financial professionals, their staff, and our internal teams on questions regarding compensation policies, procedures, commission audits, and navigating the compensation systems and platforms.SKILLS:Knowledge of financial industry operations or other financial services fields.Excellent communication, organization, and analytical skills.Ability to interact in a professional and friendly manner with internal and external customers.Strong oral and written communication skills.Strong leadership skills.Strong problem-solving skills.Strong organizational skills and ability to prioritize tasks.Ability to multi-task and adjust to changing priorities in a fast-paced environment.Must be proficient in Excel and Word.Ability to learn the compensation system and understand how advisors are set up within that system to meet the desired outcome.EDUCATION AND/OR EXPERIENCE:High School graduate or equivalentAt least 2 years of higher-level education preferredSupervisory experience required with customer service experience preferred2 years’ experience in compensation processing or a related field preferredFinancial services industry experience preferredCERTIFICATIONS : NoneOTHER DUTIES: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 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 (applicable to full-time, permanent employees).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.
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 (applicable to full-time, permanent employees).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.
Encino Building #2, Austin, Texas, United States of America
#J-18808-Ljbffr