Kestra Financial is a wealth management platform dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. Our advisor-focused culture is built on innovation and advocacy, enabling advisors to offer comprehensive securities and investment advisory solutions to their clients

Lead with Purpose. Partner with Impact. 

Kestra Holdings is an ecosystem of financial firms united in their commitment to deliver a full end-to-end suite of wealth management solutions for financial professionals, including end-client investment solutions, technology platforms, succession and monetization opportunities, trust services, and back-office support. The combined organization has 2,400 financial professionals with $123B Assets Under Advisement and $53B Assets Under Management. Their current brands are: 

• Bluespring Wealth Partners offering Succession Solutions 
• Kestra Financial for Sophisticated Independents & Ensemble Firms 
• Kestra Private Wealth Services for Wirehouse Exiters 
• Arden Trust Company offering Personal Trust services 
• Kestra Investment Management offering Investment Management & Research 
• Kestra Insurance Planning offering Integrated Insurance & Planning Services / CBS Brokerage 

What you’ll Do: This will be the job description & should always be bullet points

• Own B2B lead generation strategy and performance across Bluespring Wealth Partners, Kestra Financial, Kestra Private Wealth, Arden Trust, and CBS Brokerage. 

• Translate B2B business growth objectives into brand‑specific lead generation plans, targets, and success metrics. 

• Set and manage annual and quarterly commitments for B2B MQLs, opportunities, pipeline value, and ROI in partnership with Sales leadership. 

• Ensure B2B lead programs align with each brand’s advisor audience, growth model, and sales motion. 

• Be accountable for B2B MQL volume, MQL quality, SQL and opportunity creation, and pipeline contribution. 

• Define, refine, and enforce B2B MQL criteria and quality standards in close partnership with Sales and Revenue Operations. 

• Own Salesforce‑based B2B funnel visibility, ensuring accurate lead routing, lifecycle staging, attribution, and reporting. 

• Partner closely with B2B sales teams to improve lead handoff, follow‑up expectations, feedback loops, and conversion performance. 

• Track and report B2B pipeline dollars sourced, conversion rates, cost efficiency, and ROI through Salesforce and related tools. 

• Ensure B2B lead generation programs meet or exceed minimum ROI thresholds and cost‑per‑lead targets. 

• Provide strategic direction across B2B email, paid media, events, and integrated campaigns without owning channel execution. 

• Lead through influence by partnering with the Lead Generation Coordinator, marketing automation partner, paid media specialist, and creative team. 

• Set priorities, briefs, timelines, and performance expectations aligned to B2B sales objectives. 

• Use Salesforce and performance data to identify B2B funnel trends, risks, and growth opportunities across brands. 

• Establish scalable B2B lead generation standards, governance, and processes that support long‑term, multi‑brand revenue growth. 

 

What You Bring:

• 4–8+ years of experience in lead generation, demand generation, or growth marketing, in B2B or financial services.  
• Proven experience owning pipeline outcomes, not just campaign execution.  
• Strong understanding of funnel metrics, MQL quality, opportunity conversion, and ROI modeling.  
• Experience working through cross‑functional execution teams (marketing ops, paid media, creative, vendors).  
• Strategic mindset with strong analytical and decision‑making skills.  
• Comfortable operating in a regulated environment and partnering closely with Compliance.  
• Excellent stakeholder management and executive‑level communication skills.  
• Experience with Salesforce, marketing automation platforms, and performance reporting. 
• Bachelor’s degree from a four-year accredited college or university required.
• Degree in marketing, business, or a related field preferred 

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

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.  

Explore Life at Kestra

Kestra Holdings Website: https://www.kestrafinancial.com/

Careers Portal: https://jobs.dayforcehcm.com/en-US/kestra/KESTRACAREERSITE

LinkedIn: https://www.linkedin.com/company/kestra-financial

Apply Today

Lead with purpose. Apply now and help shape the future of Kestra.

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

• You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
• It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.