Client Service Director
KestraTempe, Arizona, United States
Posted March 19, 2026
Full Time
About the Company
Kestra is an open‑source orchestration platform that simplifies both scheduled and event‑driven workflows by applying Infrastructure‑as‑Code principles to data, process, and microservice orchestration. The platform supports a broad range of data‑engineering, data‑ops, and dev‑ops use cases—including ETL/ELT pipelines, machine‑learning model deployment, and CI/CD pipelines—through a language‑agnostic toolset built on Java and Python. What sets Kestra apart is its declarative YAML interface, which lets business stakeholders co‑author workflows directly from the UI while automatically synchronizing code and UI changes, ensuring that orchestration logic remains consistent and version‑controlled. With a strong open‑source community and a culture that encourages collaboration between developers and domain experts, Kestra empowers teams to build reliable, auditable workflows with confidence.
Job Description
The Client Service Director is a senior individual contributor role within the Client Service team, responsible for delivering exceptional service experience to a defined group of financial advisors. The role blends relationship management, operational expertise, and follow-through, and cross-functional coordination.
Requirements
- 8+ years of experience in client service, operations, or relationship management, preferably within financial services
- 5+ years of experience in a leadership or client-facing strategic role, with cross-functional collaboration
- 3+ years of broker-dealer experience
- Strong understanding of brokerage, advisory, or investment products and services
- Experience supporting or working closely with financial advisors is highly preferred
- Familiarity with CRM systems, workflow tools, and financial platforms is a plus
Benefits
- Competitive pay and benefits
- 401(k)
- Health insurance
- Tuition reimbursement