The Senior Technology Solutions Specialist serves as an advanced technical resource supporting advisors across Kestra proprietary and third-party technology platforms. This role applies deep knowledge of the advisor technology ecosystem to resolve complex issues, provide consultative guidance, and drive cases through resolution across multiple internal and external partners.
The Senior Specialist serves as an escalation resource for the Technology Solutions team, shares expertise and best practices with peers, and contributes to the development of team capabilities, support processes, and knowledge resources. The role also supports technology implementations, enhancements, testing, advisor onboarding, and continuous improvement initiatives that strengthen technology adoption and the overall advisor experience.
What you'll Do:- Serve as a senior technical resource for advisors and internal partners across Kestra proprietary and third-party technology platforms.
- Investigate and resolve complex, escalated, or multi-faceted technology issues, using advanced troubleshooting techniques to identify root causes and drive resolution.
- Manage complex cases from intake through resolution, coordinating across internal technology teams, product owners, Operations, and third-party vendors while maintaining clear and proactive advisor communication.
- Provide consultative technology guidance by understanding advisor workflows and business needs and identifying solutions that improve platform utilization and the advisor experience.
- Serve as an escalation resource for Technology Solutions Specialists and Analysts, providing technical guidance and helping determine appropriate resolution paths.
- Develop and share technical expertise, troubleshooting approaches, and best practices that strengthen team capabilities and promote consistent service delivery.
- Identify trends and recurring technology issues, analyze potential root causes, and recommend process, platform, or service improvements.
- Develop and enhance standard operating procedures, support playbooks, knowledge articles, troubleshooting guides, and training resources.
- Support technology implementations, platform enhancements, testing, advisor onboarding, and adoption initiatives, providing subject matter expertise and feedback from the advisor support perspective.
- Partner with internal stakeholders and third-party vendors to address technology issues, improve support processes, and enhance the end-to-end advisor experience.
- Mentor and support the development of Technology Solutions team members through knowledge sharing, case consultation, and informal coaching.
- Maintain direct involvement in advisor support and case management as business needs require while meeting established service, quality, and communication standards.
What You Bring: - Minimum 4 years of experience supporting advisors, clients, business applications, or technology platforms within wealth management or financial services.
- Demonstrated experience independently resolving complex technology issues and managing escalated cases through resolution.
- Strong knowledge of advisor technology ecosystems, workflows, and business applications.
- Experience with Salesforce, CRM and case management platforms, and advisor technologies such as Wealthscape, Addepar, AdvisorComplete, portfolio management, reporting, or similar solutions.
- Demonstrated ability to analyze recurring issues, identify root causes, and recommend improvements to processes or support practices.
- Experience contributing to technology implementations, enhancements, testing, training, or adoption initiatives.
- Ability to provide technical guidance, share expertise, and support the development of less-experienced team members.
- Strong analytical, problem-solving, organizational, communication, and relationship-management skills.
- Ability to effectively manage complex priorities and collaborate across internal teams and external partners.
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
