Kestra Financial · 1 month ago
Business Initiatives Consultant
Tempe, AZ
Full-time
Hybrid
Mid Level
3+ years expKestra Financial is a wealth management platform dedicated to empowering independent financial professionals. They are seeking a dynamic and analytical professional to join their Operations Group as a Business Initiatives Consultant, where the main responsibilities include leading strategic initiatives, analyzing operational processes, and developing solutions to enhance efficiency across the organization.
BankingConsultingFinanceFinancial Services
Responsibilities
Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies
Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures
Lead complex projects with well-defined plans, including project charters, action plans, progress trackers, and RACI matrices
Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership
Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans
Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams
Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency
Qualification
Required
Advanced proficiency in Microsoft Outlook, Word, Excel, PowerPoint
Experience with Power BI, Tableau, Salesforce, Smartsheet
Strong technical writing and presenting skills
Ability to articulate risks and propose solutions to various levels of staff and management
Experience in explaining complex processes to non-expert audiences
Education: Bachelor's degree required
Experience: Minimum of 3 years in financial industry
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
Preferred
MBA preferred
Data-Driven Decision Making (DDM)
Project Management Professional (PMP)
Six Sigma Black Belt
CompTIA Data+
Associate Certified Analytics Professional (aCAP)
Benefits
401(k), health insurance, and a competitive benefits package
Opportunities for training, development, and long-term growth within the firm
Tuition reimbursement for qualified expenses
Company
Kestra Financial
Kestra Financial provides a leading independent advisor platform.
201-500 employees
H1B Sponsorship
Kestra Financial has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (5)
2024 (14)
2023 (4)
2022 (3)
2021 (1)
2020 (6)
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Christine Brown
Head of Advanced Planning
Recent News
2025-11-20
Company data provided by crunchbase