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Full-time
401(k), Health Insurance, Tuition Reimbursement, Training and Development
Posted 27d ago
~40 hrs/week
Responsibilities
The Project Coordinator supports the Integration Management Office by managing project administration, reporting, and coordination for firm integrations. Key duties include tracking action items, maintaining project plans, and preparing executive status updates.
Requirements
Candidates should have 1-3 years of experience in project coordination, operations, or administrative support. Proficiency in Microsoft Office and collaboration tools like Smartsheet and SharePoint is preferred.
Full job description
Bluespring Wealth Partners (Bluespring) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Bluespring acquires successful, growing wealth management businesses from inside and outside of the Kestra Holdings ecosystem, promoting advisor autonomy and entrepreneurship while providing operation scale and efficiencies for its partner firms. 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.
The Project Coordinator will support the Integration Management Office (IMO) by owning project coordination, reporting, and administrative functions that help integrations stay organized and on track. This role will allow Integration Managers to focus on leading firm integrations and driving outcomes while the coordinator manages recurring processes, follow-up activities, and project administration.
What You’ll Do:
Project Coordination:
Schedule and coordinate integration meetings, working sessions, and governance forums.
Prepare agendas, meeting materials, and meeting notes.
Track action items, decisions, risks, and follow-ups.
Maintain project plans, trackers, and supporting documentation.
Reporting & Communications:
Prepare weekly and bi-weekly status reports for partner firms and internal stakeholders.
Collect and consolidate updates from functional teams.
Maintain integration dashboards and reporting materials.
Assist with preparation of executive updates, status decks, and presentations.
Accountability & Follow-Up:
Monitor open tasks, milestones, and deadlines across active integrations.
Follow up on overdue items and help ensure commitments are completed.
Escalate unresolved issues, risks, or dependencies to Integration Managers.
Support governance processes by maintaining issue, risk, and decision logs.
Coordinate recurring integration activities such as:
Press release and announcement readiness
Integration kickoff logistics
Steering committee preparation
Deal L10 action item tracking
Documentation and SharePoint maintenance
Lessons learned and continuous improvement tracking
Smartsheet maintenance and reporting
What You Bring:
1–3 years of project coordination, project management, operations, or administrative support experience.
Strong organizational and time management skills.
Exceptional attention to detail and follow-through.
Strong written and verbal communication skills.
Proficiency in Microsoft Office applications.
Experience with Smartsheet, Teams, SharePoint, or similar collaboration tools preferred.
Accurate and timely status reporting.
Consistent follow-up and closure of action items.
Well-organized project documentation and governance materials.
Increased capacity for Integration Managers to focus on integration strategy, stakeholder management, and execution rather than project administration.
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.
Lead with purpose. Apply now and help shape the future of Kestra.
DisclosureBy 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.
The industry-leading, independent advisor platform that empowers your success.
Industry
Financial Services
Company size
201-500 employees
Headquarters
Austin, TX
LinkedIn followers
19,496
Kestra Financial leads the industry in wealth management, service and technology solutions, and practice enrichment. Our independent RIA and broker/dealer services are powered by over 20 years of industry experience and are taking flight to elevate the level of personalized service you deserve.
Kestra Financial gives our independent financial advisors unmatched opportunities to grow their business. When you partner with us, you are investing in a partnership that enables you to see your entire practice more clearly.
Meet Kestra at KestraFinancial.com.
Learn about Kestra Private Wealth Services at KestraFinancial.com/Private-Wealth/.
Kestra Financial, Inc. is the parent company of Kestra Investment Services, LLC member FINRA/SIPC and of Kestra Private Wealth Services, LLC, Kestra Advisory Services, LLC, and Kestra Institutional Services, LLC. Fusion is a platform of Kestra Financial, Inc. PartnersFinancial and Benefits Partners are platforms of NFP Insurance Services, Inc. NFP is not an affiliate of Kestra Financial, Inc.
Offices: 5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735, US
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