Lead Generation Coordinator
Kestra Holdings, Austin, TX, United States
Encino Building #2, 5707 Southwest Parkway, Austin, Texas, United States of America •
Austin, TX, USA
Job Description Posted Friday, March 6, 2026 at 7:00 AM
Kestra Holdings offers industry‑leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. 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.
Kestra Holdings is seeking a detail‑oriented Lead Generation Coordinator to join our growing marketing team. This is an entry‑level to early‑career role focused on coordinating and supporting lead generation campaigns across five Kestra‑affiliated businesses. The role partners closely with internal marketing, sales, and RevOps teams, as well as an external technical partner, to ensure campaigns are executed accurately, on time, and in alignment with business priorities.
The ideal candidate is highly organized, eager to learn, and comfortable managing multiple moving parts. You enjoy keeping campaigns on track, communicating clearly with stakeholders, and supporting the execution of outbound and nurture programs that drive lead flow and advisor engagement.
What You’ll Do Lead Generation & Campaign Execution
Support the execution of lead generation campaigns across five Kestra‑affiliated businesses.
Assist with end‑to‑end lead gen initiatives, including prospecting, nurture, re‑engagement, and appointment‑setting campaigns.
Help translate marketing briefs into coordinated email and sales engagement campaign plans.
Coordinate multi‑touch email and sales engagement campaigns for Salesforce Marketing Cloud and sales engagement tools in partnership with a technical vendor.
Support campaign setup activities including sequencing, messaging coordination, QA, and launch readiness.
Partner with Sales and RevOps to ensure outreach campaigns align with business development priorities.
Coordinate audience requests, suppression requirements, send schedules, and post‑send reporting.
Track campaign timelines and ensure consistency and quality across campaigns for multiple business units.
Cross‑Functional Collaboration
Work closely with Marketing, Sales, RevOps, and external partners to support smooth campaign execution and lead handoff.
Help maintain alignment between CRM data, SFMC audiences, and sales engagement workflows.
Serve as a central coordination point for campaigns, providing status updates and keeping stakeholders informed.
Performance Tracking & Optimization
Assist in monitoring campaign performance across email and sales engagement channels, including delivery, engagement, and conversion metrics.
Compile performance summaries and support insight‑sharing with senior team members.
Support A/B testing efforts related to messaging, timing, cadence, and targeting.
Data Quality & Compliance
Assist in monitoring campaign performance across email and sales engagement channels, including delivery, engagement, and conversion metrics.
Compile performance summaries and support insight‑sharing with senior team members.
Support A/B testing efforts related to messaging, timing, cadence, and targeting.
What You Bring
Bachelor’s degree from a four‑year accredited college or university required.
Degree in marketing, business, or a related field preferred.
1‑2 years of experience in lead generation, demand generation, or lifecycle marketing, preferably in a B2B or financial services environment.
Hands‑on experience executing email campaigns.
Experience working with sales engagement platforms (e.g., Gong Engage or similar).
Strong understanding of lead funnels, nurture strategies, and sales handoff processes.
Comfortable partnering with technical resources without owning backend architecture.
Analytical mindset with experience reviewing campaign performance and identifying optimization opportunities.
Strong project management and organizational skills, with the ability to support multiple businesses simultaneously.
Excellent communication skills and a collaborative, execution‑focused approach.
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
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.
Disclosure
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.
#J-18808-Ljbffr
Austin, TX, USA
Job Description Posted Friday, March 6, 2026 at 7:00 AM
Kestra Holdings offers industry‑leading wealth management platforms for independent wealth management professionals nationwide. Kestra is dedicated to empowering independent financial professionals—including traditional and hybrid RIAs—to grow their businesses and deliver exceptional client service. We combine advanced business management technology with personalized consulting to provide unmatched scale, efficiency, and support. 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.
Kestra Holdings is seeking a detail‑oriented Lead Generation Coordinator to join our growing marketing team. This is an entry‑level to early‑career role focused on coordinating and supporting lead generation campaigns across five Kestra‑affiliated businesses. The role partners closely with internal marketing, sales, and RevOps teams, as well as an external technical partner, to ensure campaigns are executed accurately, on time, and in alignment with business priorities.
The ideal candidate is highly organized, eager to learn, and comfortable managing multiple moving parts. You enjoy keeping campaigns on track, communicating clearly with stakeholders, and supporting the execution of outbound and nurture programs that drive lead flow and advisor engagement.
What You’ll Do Lead Generation & Campaign Execution
Support the execution of lead generation campaigns across five Kestra‑affiliated businesses.
Assist with end‑to‑end lead gen initiatives, including prospecting, nurture, re‑engagement, and appointment‑setting campaigns.
Help translate marketing briefs into coordinated email and sales engagement campaign plans.
Coordinate multi‑touch email and sales engagement campaigns for Salesforce Marketing Cloud and sales engagement tools in partnership with a technical vendor.
Support campaign setup activities including sequencing, messaging coordination, QA, and launch readiness.
Partner with Sales and RevOps to ensure outreach campaigns align with business development priorities.
Coordinate audience requests, suppression requirements, send schedules, and post‑send reporting.
Track campaign timelines and ensure consistency and quality across campaigns for multiple business units.
Cross‑Functional Collaboration
Work closely with Marketing, Sales, RevOps, and external partners to support smooth campaign execution and lead handoff.
Help maintain alignment between CRM data, SFMC audiences, and sales engagement workflows.
Serve as a central coordination point for campaigns, providing status updates and keeping stakeholders informed.
Performance Tracking & Optimization
Assist in monitoring campaign performance across email and sales engagement channels, including delivery, engagement, and conversion metrics.
Compile performance summaries and support insight‑sharing with senior team members.
Support A/B testing efforts related to messaging, timing, cadence, and targeting.
Data Quality & Compliance
Assist in monitoring campaign performance across email and sales engagement channels, including delivery, engagement, and conversion metrics.
Compile performance summaries and support insight‑sharing with senior team members.
Support A/B testing efforts related to messaging, timing, cadence, and targeting.
What You Bring
Bachelor’s degree from a four‑year accredited college or university required.
Degree in marketing, business, or a related field preferred.
1‑2 years of experience in lead generation, demand generation, or lifecycle marketing, preferably in a B2B or financial services environment.
Hands‑on experience executing email campaigns.
Experience working with sales engagement platforms (e.g., Gong Engage or similar).
Strong understanding of lead funnels, nurture strategies, and sales handoff processes.
Comfortable partnering with technical resources without owning backend architecture.
Analytical mindset with experience reviewing campaign performance and identifying optimization opportunities.
Strong project management and organizational skills, with the ability to support multiple businesses simultaneously.
Excellent communication skills and a collaborative, execution‑focused approach.
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
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.
Disclosure
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.
#J-18808-Ljbffr