Technology Solutions Analyst

Rio 2100, 63 S Rockford Drive, Tempe, Arizona, United States of America

Job Description

Posted Tuesday, October 7, 2025 at 8 : 00 AM

Overview

About us : Kestra Financial provides a leading independent advisor platform that empowers sophisticated, independent financial professionals, including traditional and hybrid RIAs, to prosper, grow, and provide superior client service. Kestra Financial supports independent financial advisors in delivering comprehensive securities and investment advisory services to their clients. The primary focus of this role is to provide VIP-level technical support to Kestra advisors on accessing and using Kestra websites, applications, and third-party systems. This is a customer service role requiring professional and courteous communication with a focus on attention to detail and creative problem solving. The role also involves supporting advisors with more complex, longer-term challenges, particularly when issues arise with third-party platform integrations.

Responsibilities

• Address service inquiries via phone and e-mail in a clear, professional, and respectful manner.
• Route inbound requests to appropriate parties and establish accounts as needed.
• Maintain customer information in Salesforce and provision access to Kestra resources and tools; manage user access to meet SLAs.
• Manage escalated issues requiring investigation, troubleshooting, and coordination across internal teams and external vendors.
• Learn new applications quickly; understand data management rules and how systems interconnect.
• Collaborate with team members, other departments, and external partners as necessary; advocate for advisors when direct resolution is not achieved.
• Assist with the creation and maintenance of reports within Salesforce.
• Track service requests, escalations, and resolutions accurately and in a timely fashion.
• Balance immediate inquiries with longer-duration tasks and adhere to support procedures while identifying improvement opportunities.

Knowledge, Skills, and Abilities

Education and / or Experience

Internal Applicant 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 of service in their current role unless approved by EVP.

Benefits

Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services, and more (applicable to full-time, permanent employees).

Disclosure

By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements :

Kestra Values

Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values : SERVE, MAKE IT HAPPEN, and ONE TEAM.

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