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Summer interns will support projects across client service, compliance, operations, product and data, finance, HR, marketing, legal, technology, and investment management. Interns will gain experience in financial services, wealth management, market insights, technology platforms, and advisor support while collaborating with business leaders and teams.

Execute the enterprise Salesforce roadmap by translating strategy into programs, coordinating cross-functional stakeholders, managing vendors and dependencies, overseeing risks, integrations, migrations, releases, and compliance, and providing executive-level reporting. The role partners with technology, compliance, operations, product, and business leaders to deliver scalable platform solutions for financial advisors.

Summer compliance intern supporting projects within Kestra Financial’s compliance and financial-services functions. Interns collaborate with business leaders, gain exposure to wealth management, and contribute to defined projects. Candidates should demonstrate analytical, problem-solving, teamwork, time management, interpersonal, and client-service skills, along with basic finance knowledge and proficiency in Microsoft Office. The program runs June through July 2027 in Austin, Texas, and participating member firms nationwide.

Processes client account openings, maintenance requests, asset transfers, distributions, and other financial transactions. Maintains accurate records, verifies documentation, resolves paperwork issues, researches requests, and supports advisors through phone, email, and service channels. The role requires attention to detail, financial report reconciliation, customer service, organization, communication, Microsoft Office proficiency, and basic administrative experience. Training and cross-functional collaboration support progression into more complex account servicing responsibilities.

Summer interns support projects across client service, compliance, operations, product and data, finance, HR, marketing, legal, technology, and investment management. Interns gain exposure to wealth management, financial services, market insights, technology platforms, and advisor support while collaborating with assigned teams and contributing to defined business goals.

Summer interns will support projects across business functions including operations, client service, compliance, product and data, finance, HR, marketing, legal, technology, and investment management. Interns will collaborate with team leaders, gain exposure to wealth management and financial services, and contribute to defined goals and activities. The program runs from June through July 2027 in Austin, Texas, and participating member firms nationwide.

Provides senior-level enterprise help desk escalation support across hardware, software, identity, Microsoft 365, endpoints, networks, and collaboration systems. Administers Active Directory, Entra ID, Intune, and device deployments; troubleshoots Windows, macOS, iOS, and Android environments; maintains assets and documentation; supports executive meeting technology; coaches junior staff; performs root-cause analysis; and implements automation and process improvements using PowerShell, Power Automate, and approved tools.

Designs, develops, delivers, and improves blended learning programs for financial professionals, staff, and employees. The role creates instructional materials and eLearning content, facilitates virtual and classroom training, conducts needs analyses, consults with stakeholders, manages learning projects, administers LMS activities, and evaluates learning effectiveness. Strong experience with Adobe Captivate, adult learning principles, instructional design, facilitation, performance consulting, and regulated financial services environments is emphasized.

Leads Kestra Financial’s advisor transition strategy, governance, operations, technology implementation, and transformation initiatives. Oversees transitions managers, asset transfer specialists, technology implementation, and transition operations while partnering with business, product, technology, compliance, and external vendors. Drives process optimization, automation, AI/ML adoption, staffing efficiency, advisor training, regulatory compliance, and continuous improvement. Builds high-performing teams and ensures smooth asset transfers and technology setup for new advisory firms.

Supports budgeting, forecasting, monthly financial reporting, variance analysis, dashboards, financial modeling, and ad hoc analysis across multiple business lines. Partners with FP&A, Accounting, and business teams to ensure accurate reporting, analyze revenue drivers, improve data quality, and provide insights for leadership decision-making. The role requires advanced Excel skills, financial statement knowledge, analytical ability, and effective cross-functional collaboration.