Kestra
The Sr. Onboarding Operations Specialist supports new advisor firms transitioning into the Kestra Financial ecosystem through a hybrid role combining significant travel for in-person onboarding and training with back-office operational processing. This position serves as the primary point of contact for advisors, delivering hands-on training and troubleshooting operational issues while ensuring accurate account setup and processing. The specialist collaborates with internal teams to improve onboarding processes and maintain client records.
Kestra is an open-source declarative data orchestration platform that lets teams build simpler, faster, scalable, and flexible workflows using a human-friendly declarative language. It provides tooling to design, run, schedule, and monitor data and automation pipelines with an extensible task library, web UI, and APIs for visibility and control. Built for reliability and scale, Kestra can be deployed in cloud-native environments and integrates with common data stores and services via plugins. Users choose Kestra for its declarative approach, reproducibility, and active open-source community.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Kestra.
Kestra didn’t post a salary, so this is our estimate from similar listings.
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