Chief of Staff, Technology

Kestra Financial - Austin, TX

Full-time - Mid Level

Austin, TX

1,001-5,000 employees

Heavy and Civil Engineering Construction

About the position

Kestra Holdings offers industry-leading wealth management platforms for independent wealth management professionals nationwide. With an innovative culture that celebrates independence, the company seeks to redefine the future of the advisory industry through superior service, cutting-edge technology, and preeminent resources that every financial professional needs to succeed in the market now and in the years to come. Kestra Holdings companies collectively oversee $123 billion in assets under administration (AUA) and support more than 2,400+ independent financial professionals across the country in delivering comprehensive securities, trust, and investment advisory services to their clients. Located in the “Silicon Hills” of Austin, Texas, Kestra Holdings offers an experience as unique as the city in which it operates. We are seeking a highly organized and proactive Chief of Staff, CDTO or Digital and Technology Administrative Specialist to support our Chief Digital Technology Officer (CDTO). This position is crucial in ensuring that the CDTO's time, tasks, and priorities are managed effectively, enabling them to focus on driving the company's digital and technological initiatives. The ideal candidate will be a strategic partner who can manage day-to-day operations, handle complex administrative tasks, and serve as a liaison between the CDTO and other departments.

Responsibilities

• Manage and prioritize the CDTO's calendar, scheduling meetings, appointments, and travel.
• Act as the point of contact between the CDTO and internal/external stakeholders.
• Prepare and edit correspondence, communications, presentations, and other documents on behalf of the CDTO.
• Facilitate CDTO weekly L10 meetings and quarterly planning sessions, ensuring critical follow-up items are completed in a timely manner.
• Handle sensitive information with the utmost discretion and confidentiality.
• Assist the CDTO in the development and implementation of digital and technological strategic plans.
• Oversee special projects and initiatives related to digital transformation, ensuring alignment with company goals.
• Coordinate cross-functional teams to ensure timely execution of CDTO-led projects.
• Provide support in the preparation of reports, presentations, and meeting agendas specifically related to technology and digital initiatives.
• Serve as a communication bridge between the CDTO and department heads, ensuring alignment and clarity in directives.
• Facilitate communication within the digital and technology teams, ensuring effective collaboration.
• Provide data analysis and insights to support the CDTO in decision-making processes.
• Conduct research and compile information to assist in the preparation of briefs and reports.
• Anticipate the needs of the CDTO and proactively address potential issues.

Requirements

• Bachelor's degree in Business Administration, Management, Information Technology, or a related field.
• 5+ years of experience in an executive administrative or Chief of Staff role, preferably in a technology-driven environment.
• Exceptional organizational skills and attention to detail with the ability to manage multiple priorities and projects in a fast-paced environment.
• Strong interpersonal and communication skills, with the ability to interact with stakeholders at all levels.
• Proficiency in Microsoft Office Suite required (Word, Excel, PowerPoint, Outlook).
• High level of integrity and discretion in handling confidential information.
• Proactive problem-solver with the ability to anticipate needs and take initiative.

Nice-to-haves

• Experience in a fast-growing or entrepreneurial technology environment.
• Project management certification or experience.
• Familiarity with digital transformation initiatives and trends.

Benefits

• 401(k)
• Dental insurance
• Vision insurance
• Full health, vision, dental. 401(k) plans along with a host of voluntary plans such as car insurance, legal services and more.