Kestra Financial · 1 month ago
Head of Advisor Compensation
Austin, TX
Full-time
Onsite
Director/Executive
10+ years expKestra Financial is a wealth management platform dedicated to empowering independent financial professionals. They are seeking a dynamic and motivated Lead of their Advisor Compensation team, responsible for overseeing compensation processing and ensuring operational efficiency while maintaining compliance and accountability within the team.
BankingConsultingFinanceFinancial Services
Responsibilities
Direct responsibility for the Producer Compensation and Fee Billing Teams and ensuring the team focuses on service, accuracy and prompt compensation payments and advisor fee processing
Ability to incorporate all advisor billing and NFS client billing into the Producer Compensation Team
Direct impact of the operational efficiency and accuracy of the various department processes through regular process review and changes; Ask 'why' and work quickly to uncover root causes and assess needed changes when issues arise
Ensure regulatory and firm compliance, including adherence to firm mandates, for all compensation activities, including establishing and maintaining key audit objectives to ensure accuracy and compliance with regulations and accounting control practices
Regularly strategize on improvements with internal stakeholders, including Accounting, Compensation Paying Product Owners, Compliance and Business Development while reducing exception processing
Regularly provide honest, clear feedback and ensure accountability to team members and peers to keep doing what is working and quickly improve what is not
Responsible for the department budget as well as providing promotion recommendations
Stay ahead of the needs of others as dictated by the company value of 'serve' through proactive identification of challenges and development of preemptive solutions
Work in partnership with fellow management team to champion strategic decisions and hold team members and fellow stakeholders accountable
Other responsibilities as assigned
Commitment to our mission of Powering Financial Independence by having a serve, make it happen, and one team mentality and following through with the appropriate actions
Qualification
Required
Has a strong knowledge of financial industry advisor compensation processing and regulations
Has excellent communication, organization, and analytical skills; has ability to diffuse escalations and provide clear, concise solutions
Ability to quickly evaluate risk, make independent decisions and prioritize communications internal stakeholders and senior management
Has excellent communication skills, both written and verbal, including the ability to educate and be concise
Has the ability to interact positively with internal and external customers; building and maintaining trusting relationships
Has impeccable organizational skills; the ability to prioritize tasks and adjust to changing priorities in a fast-paced environment
Demonstrates integrity every day and leads by example; has strong motivational and coaching skills
Skillful in coordinating multiple projects/assignments and completing tasks timely and accurately
Bachelor's degree strongly required
The ability to acquire licensing that may be required in the future due to changing regulations
Preferred
10+ years equivalent industry related experience strongly preferred
Benefits
401(k)
Health insurance
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
Funding
Current Stage
Growth StageTotal Funding
unknown2019-02-25Acquired
Leadership Team
Joel Bennett
CFO
Kris Chester
Executive Vice President + Chief Operating Officer
Recent News
2025-11-20
2025-11-04
2025-10-27
Company data provided by crunchbase