{"id":4284635,"url":"https://alion.io/job/kestra-financial-supervisor-technology-solutions","title":"Supervisor, Technology Solutions","company":{"id":2139184,"name":"Kestra Financial","domain":"kestrafinancial.com","url":"https://alion.io/company/kestrafinancial","size_band":"1001-5000","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Dayforce","truth_index":{"grade":"A","score":94,"open_postings":29,"ghost_share":0,"stale_share":0.241,"repost_share":0,"time_to_fill_p50_days":56,"computed_at":"2026-11-12T10:38:37Z"}},"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":["Tempe, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":null,"experience_years_min":4,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[],"status":"live","first_seen_at":"2026-11-13T08:00:00Z","employer_posted_date":"2026-11-13","last_verified_at":"2026-11-13T21:26:15Z","board_verified":true,"closed_at":null,"days_open":0,"trust":{"level":"ok","repost_count":null,"flags":[],"days_open":0},"description":"Lead with Purpose. Partner with Impact. \nThe 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\nServing 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.\nThe 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.\nWhat you’ll Do:\nLead, coach, and develop Technology Solutions Specialists, providing ongoing direction, feedback, and support to drive strong individual and team performance.\nOversee day-to-day service delivery, including workload management, case progression, service levels, and quality, to ensure a consistent and high-quality advisor experience.\nServe as a senior escalation point for complex advisor inquiries, technology issues, and service concerns, providing guidance and driving issues through resolution.\n\nMaintain 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.\n\nProvide technical and operational guidance to the team, strengthening troubleshooting capabilities, advisor communication, case ownership, and service best practices.\n\nIdentify trends, recurring issues, and service gaps, translating insights into recommendations that improve processes, technology support, and the overall advisor experience.\n\nPartner with the Director of Technology Solutions to establish and enhance service standards, operating procedures, performance expectations, and team capabilities.\n\nCollaborate with internal technology teams, product owners, Operations, and third-party vendors to resolve complex issues and improve the end-to-end support experience.\n\nDrive continuous improvement through development of support procedures, playbooks, knowledge resources, and scalable service practices.\n\nSupport onboarding, training, and ongoing development of team members while helping build greater technical expertise and consistency across the function.\nContribute to Technology Solutions initiatives and platform enhancements, representing the service perspective and helping shape the evolving support model\n\nWhat You Bring: \nBachelor's degree or equivalent combination of education and experience.\n4-5 years of experience supporting advisors, clients, or technology platforms within wealth management, financial services, or investment advisory environments.\nDemonstrated leadership through mentoring, training, project leadership, or serving as a team lead or subject matter expert.\nExperience supporting advisor-facing technology solutions, including troubleshooting, case management, and issue resolution.\nExperience with Addepar, AdvisorComplete, Wealthscape, or similar advisor technology platforms is preferred.\nStrong communication, coaching, problem-solving, and organizational skills with the ability to balance team leadership and day-to-day support responsibilities.","description_format":"text","description_chars":3901,"description_truncated":false,"requirements":{"experience_years_min":4,"management_years_min":null,"team_size_min":null,"manages_managers":false,"education":{"level":"bachelor","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":"2026-11-13T21:26:15Z"}],"visa":[{"country":"US","licensed_sponsor":true,"adverts_offering_sponsorship_24m":0,"sanctioned_now":false,"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":"2026-11-12T07:36:15+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":86,"band":"hot","label":"Hiring now","p_open":1,"p_active":0.86,"p_room":1,"age_days":0,"expected_fill_days":56,"reasons":["conf:0","win:early"],"computed_at":"2026-11-13T22:17:12Z"},"pay":null,"html_url":"https://alion.io/job/kestra-financial-supervisor-technology-solutions","json_url":"https://alion.io/job/kestra-financial-supervisor-technology-solutions.json","meta":{"generated_at":"2026-11-13T22:17:12Z","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":44476,"day_limit":null,"remaining_today":null,"minute_limit":300,"resets_at":"2026-11-14T00:00:00Z"}},"offers":[{"id":"company.slices","title":"One company in depth, by slice","status":"live","price":{"credits":0.1,"usd":0.01,"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-supervisor-technology-solutions"},{"id":"market.stats","title":"A market slice: pay, demand and time to fill","status":"free","price":{"credits":0,"usd":0},"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-supervisor-technology-solutions"},{"id":"job.search","title":"Open jobs by role, technology, place, pay and visa","status":"live","price":{"credits":0.1,"usd":0.01},"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-supervisor-technology-solutions"},{"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-supervisor-technology-solutions\", \"note\": \"what you need it for\"}"},"human":"https://alion.io/catalog?offer=company.verify&for=job%2Fkestra-financial-supervisor-technology-solutions"}],"agent":{"mcp":"https://alion.io/mcp/jobs","mcp_open":"https://alion.io/mcp/open","next":[{"tool":"get_job","arguments":{"id":4284635}},{"tool":"search_jobs","arguments":{"company":"kestrafinancial.com","detail":"compact"}},{"tool":"match_people","arguments":{"job_id":4284635},"note":"people open to offers who fit this vacancy"}],"note":"The same data through MCP tools: https://alion.io/mcp/open needs no sign-in (compact searches, postings, people); https://alion.io/mcp with an Alion account has everything. Docs: https://alion.io/developers"}}