{"id":2178081,"url":"https://alion.io/job/kestra-financial-concierge-supervisor","title":"Concierge Supervisor","company":{"id":2139184,"name":"Kestra Financial","domain":"kestrafinancial.com","url":"https://alion.io/company/kestrafinancial","size_band":"501-1000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"B","score":81,"open_postings":7,"ghost_share":0,"stale_share":0.571,"repost_share":0,"time_to_fill_p50_days":77,"computed_at":"2026-10-13T05:45:00Z"}},"role":"Industrial Engineering","role_family":"Industrial Engineering","seniority":"middle","employment_type":null,"work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Rio de Janeiro, Brazil"],"countries":["BR"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":72000,"max_usd":132000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":3384},"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-10-09T08:00:00Z","employer_posted_date":"2026-10-09","last_verified_at":"2026-10-13T10:58:46Z","board_verified":true,"closed_at":null,"days_open":4,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":4},"description":"Lead with Purpose. Partner with Impact. \nThe Client Service Supervisor in Concierge is a frontline leader responsible for overseeing daily operations, supporting a team of associates, and ensuring the delivery of exceptional experience for advisors and clients. This role balances hands-on problem-solving with people leadership and process improvement, ensuring that service commitments are consistently met with accuracy, empathy, and accountability.\nYou’ll serve as a subject matter expert, coach, and escalation point while driving service consistency, operational efficiency, and team engagement. This is an ideal role for someone with deep service experience, strong communication skills, and a proven ability to lead others through change and complexity. \n\nWhat You’ll Do:\nOversee a team of Concierge Associates, setting clear expectations, providing day-to-day direction, and coach to ensure high performance and service consistency\nMonitor, analyze, and report daily workload, call and case volumes, and service level metrics to ensure timely and accurate resolution of client requestSupervisor, Concierge Kestra Financial, Inc is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and Kestra Advisory Services, LLCServe as the escalation point for complex, urgent, or sensitive client matters; take ownership through resolution Conduct regular one-on-one meetings and formal performance reviews to support development, provide feedback, and address performance concerns in alignment with company expectations\nPartner with cross-functional teams—including Operations, Compliance, Technology, and Sales—to remove roadblocks, share feedback, and improve end-to-end processes.\nAnalyze trends in service activity to identify opportunities for training, quality improvement, and operational efficiencies\nChampion operational improvements and process enhancements\nApply deep operational expertise to solve issues quickly, identify root causes, and implement sustainable solutions\nEnsure scheduling, staffing, and resource alignment matches client demand and coverage\nLead team meetings and contribute to department meetings to reinforce service standards, share updates, and keep the team aligned on priorities\nSupport hiring, onboarding, and training of new team members; serve as a culture carrier and role model.\nMaintain compliance with internal policies, procedures, and regulatory requirements, ensuring the team adheres to operational standards\nRegularly review and update standard operating procedures (SOPs) to reflect current practices, support training, and improve consistency across the team\nContribute to strategic initiatives and represent the Concierge team in cross-functional projects as needed\nWhat You Bring:\n4+ years of experience in financial services, client service, or operations\n1+ year in a leadership or supervisory role\nHigh school diploma required; college degree preferred Experience in advisor support or wealth management preferred\nProven ability to lead teams in a client service or operations environment, with a focus on accountability, empathy, and results.\nStrong organizational and time management skills with the ability to manage both individual and team priorities.\nExcellent interpersonal communication skills: clear, composed, and able to inspire confidence and trust.\nAbility to navigate and resolve escalations with professionalism, while coaching others through similar scenarios.\nStrong analytical skills and attention to detail; comfortable interpreting metrics to assess performance and recommend improvements.\nHigh comfort level with CRM systems (Salesforce), advisor platforms, and custodial tools; able to guide others through complex workflows. Supervisor, Concierge\nLicenses: \nSIE, Series 7 Required (or must be obtained within 6 months of hire)\nSeries 24 preferred","description_format":"text","description_chars":3844,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":1,"team_size_min":null,"manages_managers":false,"education":{"level":"high_school","optional":true},"security_clearance":false,"languages":[]},"benefits":[],"hiring_locations":[],"hiring_excludes":[],"relocation_offered":false,"industries":["Wealth Management & Financial Advisors","Online Brokerage & Trading Platforms"],"lifecycle":[{"event":"open","at":"2026-10-09T14:28:26Z"}],"visa":[{"country":"US","licensed_sponsor":true,"evidence":"H-1B filings in 12 months: 6 · green card filings: 1","filings_12m":6,"filings_prev_12m":3,"green_card_filings_12m":1,"median_offered_wage_usd":138214,"route":null,"cap_exempt":false,"checked_at":"2026-10-03T21:08:04+00:00","sources":["US Department of Labor: LCA disclosure data (H-1B, H-1B1, E-3)","US Department of Labor: PERM disclosure data (green cards)"],"filings_for_role_12m":0}],"liveness":{"score":90,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.903,"p_room":1,"age_days":3,"expected_fill_days":77,"reasons":["conf:1","velocity","win:early"],"computed_at":"2026-10-13T05:45:00Z"},"pay":null,"html_url":"https://alion.io/job/kestra-financial-concierge-supervisor","json_url":"https://alion.io/job/kestra-financial-concierge-supervisor.json","meta":{"generated_at":"2026-10-13T13:32:18Z","cache_seconds":300,"methodology":"https://alion.io/methodology","terms":"https://alion.io/terms","contact":"https://alion.io/contact","api":"https://alion.io/developers","about":"Alion is a live layer of people, companies and AI agents: who they are, whether they are real and active right now, what they do and how to work with them, readable by people and by agents and paid per call.","catalog":"https://alion.io/catalog.json","usage":{"tier":"crawler_verified","counted_by":"address","units_charged":1,"used_today":20940,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-10-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.02,"usd":0.002,"plus_per_slice":{"credits":0.05,"usd":0.005}},"unit":"per company, plus each slice with data","note":"the employer in depth","call":{"mcp_tool":"get_company","arguments":{"id":2139184},"rest":"https://alion.io/mcp/rest/get_company?id=2139184"},"human":"https://alion.io/catalog?offer=company.slices&for=job%2Fkestra-financial-concierge-supervisor"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"live","price":{"credits":1,"usd":0.1},"unit":"per slice","note":"pay, demand and time to fill for this role and place","call":{"mcp_tool":"market_stats"},"human":"https://alion.io/catalog?offer=market.stats&for=job%2Fkestra-financial-concierge-supervisor"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.02,"usd":0.002},"unit":"per posting in a list","note":"similar open postings","call":{"mcp_tool":"search_jobs"},"human":"https://alion.io/catalog?offer=job.search&for=job%2Fkestra-financial-concierge-supervisor"},{"id":"company.verify","title":"Is this company real and active right now","status":"pilot","price":null,"unit":"per company","request":{"url":"https://alion.io/catalog/request","method":"POST","body":"{\"offer\": \"company.verify\", \"for\": \"job/kestra-financial-concierge-supervisor\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkestra-financial-concierge-supervisor"}]}