We are seeking a dynamic and analytical professional to join our Operations Group as an Operations Analyst & Business Initiatives Consultant. In this hybrid role, you will lead strategic initiatives, analyze operational processes, and develop solutions that enhance efficiency and effectiveness across the organization. You will collaborate with cross-functional teams, including business intelligence and executive leadership, to drive data-informed decisions and support our advisor-first culture.
What you'll Do:- Strategic Initiative Leadership: Facilitate business initiatives by gathering and analyzing partner information, recommending solutions, and influencing implementation strategies.
- Operational Analysis: Review and map current processes, conduct benchmarking activities, and recommend changes to improve operational procedures.
- Project Management: Lead complex projects with well-defined plans, including project charters, action plans, progress trackers, and RACI matrices.
- Data Analysis & Reporting: Collaborate with business intelligence teams to create dashboards and metrics that provide insights for business units and executive leadership.
- Change Management: Support organizational change by identifying resistance, facilitating meetings, and guiding decisions around project prioritization and strategic plans.
- Documentation & Communication:Document business requirements in Jira, including data definitions, descriptions, dimensions, and assumptions, to ensure clarity and alignment across teams.
- Continuous Improvement:Conduct gap analyses, develop business cases, and create visual references such as process maps and data models to identify opportunities for enhancement of efficiency.
- 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.
What You Bring: - Education: Bachelor's degree required; MBA preferred.
- Experience: Minimum of 3 years in financial industry.
- Data-Driven Decision Making (DDM)
- Project Management Professional (PMP)
- Six Sigma Black Belt
- CompTIA Data+
- Associate Certified Analytics Professional (aCAP)
Internal Application 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 to support you:- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
