The Technology Solutions Supervisor provides leadership and oversight for Technology Solutions supporting advisors across Kestra Proprietary Technology platforms. This role is responsible for driving service excellence, technical expertise, operational consistency, and a high-quality advisor experience while guiding the day-to-day performance and development of Technology Solutions Specialists
Serving as a senior technical and operational resource, the Supervisor provides direction on complex cases and escalations, supports team development and knowledge sharing, and partners across the organization to identify opportunities to improve processes, service delivery, and the advisor technology experience. The role maintains direct involvement in high-impact advisor support, case management, onboarding, and issue resolution, particularly where additional expertise, coordination, or escalation management is require.
The ideal candidate brings strong technical and operational expertise along with demonstrated leadership experience. They are comfortable setting expectations, coaching and developing team members, managing escalations, influencing cross-functional partners, and ensuring consistent execution across the team.
What you'll Do:
- Lead, coach, and develop Technology Solutions Specialists, providing ongoing direction, feedback, and support to drive strong individual and team performance.
- Oversee day-to-day service delivery, including workload management, case progression, service levels, and quality, to ensure a consistent and high-quality advisor experience.
- Serve as a senior escalation point for complex advisor inquiries, technology issues, and service concerns, providing guidance and driving issues through resolution.
- Maintain direct involvement in advisor support by assisting with complex or high-priority cases, troubleshooting, Salesforce case management, and phone or email support based on team volume and business needs.
- Provide technical and operational guidance to the team, strengthening troubleshooting capabilities, advisor communication, case ownership, and service best practices.
- Identify trends, recurring issues, and service gaps, translating insights into recommendations that improve processes, technology support, and the overall advisor experience.
- Partner with the Director of Technology Solutions to establish and enhance service standards, operating procedures, performance expectations, and team capabilities.
- Collaborate with internal technology teams, product owners, Operations, and third-party vendors to resolve complex issues and improve the end-to-end support experience.
- Drive continuous improvement through development of support procedures, playbooks, knowledge resources, and scalable service practices.
- Support onboarding, training, and ongoing development of team members while helping build greater technical expertise and consistency across the function.
- Contribute to Technology Solutions initiatives and platform enhancements, representing the service perspective and helping shape the evolving support model
What You Bring:
- Bachelor's degree or equivalent combination of education and experience.
- 4-5 years of experience supporting advisors, clients, or technology platforms within wealth management, financial services, or investment advisory environments.
- Demonstrated leadership through mentoring, training, project leadership, or serving as a team lead or subject matter expert.
- Experience supporting advisor-facing technology solutions, including troubleshooting, case management, and issue resolution.
- Experience with Addepar, AdvisorComplete, Wealthscape, or similar advisor technology platforms is preferred.
- Strong communication, coaching, problem-solving, and organizational skills with the ability to balance team leadership and day-to-day support responsibilities.
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
