Job description

Lead with Purpose. Partner with Impact. We are building a brand‑new Product Support Engineering team to support the launch and growth of the Kestra Investor Solution, our next‑generation platform designed to empower advisors and elevate the client experience. As a Product Support Engineer, you will play a foundational role in shaping how advisors onboard, configure, and successfully adopt this transformative solution. This is not a traditional support role. You will be fully immersed in the agile delivery and rollout of the Investor Solution, working side‑by‑side with product, engineering, and implementation teams. Through this hands‑on experience, you will develop deep platform expertise and become a trusted partner to advisors as they integrate the Investor Solution into their daily workflows. What You'll Do: Configure, validate, and support the Investor Solution to ensure a seamless advisor experience. Develop standard operating procedures, support playbooks, and key performance metrics for the platform. Provide high‑quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration. Provision and manage user access, ensuring timely setup and adherence to service‑level agreements (SLAs). Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution. Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long‑term support model for the Investor Solution. What You Bring: Bachelor’s degree or equivalent hands‑on experience in a technology‑related field Background in the financial services industry is preferred Prior experience with SQL or Salesforce is a plus Exceptional customer service orientation with strong communication skills Strong attention to detail and a high level of accuracy Skilled in setting, managing, and aligning with client expectations Strong analytical and problem‑solving abilities, with excellent verbal and written communication skills

Requirements

Must-haves

Lead with Purpose. Partner with Impact.
Configure, validate, and support the Investor Solution to ensure a seamless advisor experience.
Develop standard operating procedures, support playbooks, and key performance metrics for the platform.
Provide high‑quality service through phone and email, addressing inquiries, troubleshooting issues, and guiding advisors through onboarding and configuration.
Provision and manage user access, ensuring timely setup and adherence to service‑level agreements (SLAs).
Investigate and resolve escalated issues, collaborating closely with internal teams and external vendors to drive resolution.
Contribute to continuous improvement by identifying trends, recommending enhancements, and helping shape the long‑term support model for the Investor Solution.
Bachelor’s degree or equivalent hands‑on experience in a technology‑related field
Exceptional customer service orientation with strong communication skills
Strong attention to detail and a high level of accuracy
Skilled in setting, managing, and aligning with client expectations
Strong analytical and problem‑solving abilities, with excellent verbal and written communication skills

Nice-to-haves

Background in the financial services industry is preferred
Prior experience with SQL or Salesforce is a plus

Application prep

Use the role’s language and application details while tailoring your materials.

Keywords to mirror

agilesql

Platform: dayforce
Effort: medium

Benefits

Benefits detected in the listing.

Vision