Head of Business Operations & Strategy

Arden Trust Company (Arden Trust) is part of Kestra Holdings, an industry-leading wealth management platform for independent financial professionals nationwide. Arden Trust provides industry-leading personal trust services designed to support families and preserve relationships for generations. The company’s primary mission is to help advisors meet their investing clients' vision and ensure their needs are fulfilled. Kestra-affiliated advisors and Bluespring partners can benefit from Arden Trust’s expertise in trust services. Arden Trust’s advisor-focused culture is built on innovation and advocacy, enabling advisors to enhance their ability to assist clients with trust-related needs. 

About Arden Trust Company

Arden Trust Company is an independent trust company dedicated to delivering exceptional fiduciary, trust administration, and wealth management support solutions. We combine a client-focused culture with disciplined execution to provide personalized service, expertise, and responsiveness.

Lead with Purpose. Partner with Impact. 

The Head of Business Operations & Strategy is an executive leadership role responsible for helping shape and execute Arden's strategic vision while ensuring the organization operates efficiently, effectively, and at scale. Reporting directly to the President, this individual serves as a trusted advisor and execution partner across the business.

What You’ll Do:

• Strategic Planning & Growth: Partner with leadership to develop and execute Arden's strategic plan, lead business planning, and identify growth opportunities.
• Business Performance & Analytics: Oversee KPIs, reporting, dashboards, and executive analyses.
• Operations Leadership: Provide oversight of onboarding, client servicing operations, training, documentation standards, process governance, and vendor-supported operations.
• Operational Excellence & Process Improvement: Drive workflow optimization, establish operating standards, training programs, and vendor governance.
• Business Operations & Service Delivery: Improve execution, service quality, organizational effectiveness, and operating model performance.
• Financial Planning & Resource Management: Partner on budgeting, forecasting, profitability, and resource allocation.
• Strategic Initiatives & Change Leadership: Lead enterprise-wide transformation and cross-functional initiatives.

What You Bring: 

• Bachelor's degree in Business, Finance, Economics, Management, or related field.

• 10+ years of progressive leadership experience in operations, strategy, consulting, transformation, or financial services.
• Demonstrated success leading enterprise initiatives and improving operational performance.
• Strong analytical, financial, communication, and leadership capabilities.

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.