Kestra Financial Logo

Kestra Financial

Senior Help Desk Engineer

Posted Yesterday
Be an Early Applicant
In-Office
Austin, TX, USA
Senior level
In-Office
Austin, TX, USA
Senior level
Provides senior-level enterprise help desk support for hardware, software, identity, access, Microsoft 365, endpoint, network, and collaboration technologies. Escalates complex issues, mentors junior technicians, administers Active Directory and Entra ID, manages devices and IT assets, supports conference rooms and executives, documents procedures, performs root cause analysis, and implements automation using PowerShell and Microsoft tools.
The summary above was generated by AI

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. 

As the Help Desk IT Support Engineer, you will report to manager of the Help Desk. You will provide support to internal our employees and leaders in the financial services industry across the country. You will be the primary contact to personnel looking for technical assistance across multiple systems by phone, email, and in-person. You will be empowered to provide first class support and creative solutions to facilitate a productive operating environment for all our teams.

 

What You’ll Do:

  • Enterprise Help Desk escalation support: 4+ years preferred.
  • Handle and resolve complex user hardware, software, identity, access, Microsoft 365, endpoint, and network-related issues, escalating to relevant teams when appropriate while maintaining ownership through resolution. 
  • Serve as the primary escalation point for Level 1 and Level 2 Help Desk issues and provide guidance, coaching, and technical direction to junior team members. 
  • Accurately log, update, and track all support requests using the request tracking platform, ensuring troubleshooting steps, user communications, escalation notes, and resolution details are documented clearly. 
  • Administer and support Microsoft 365 services, including Exchange Online mailboxes, shared mailboxes, distribution groups, Microsoft Teams, OneDrive, SharePoint, calendar permissions, mobile email configuration, and mailbox delegation. 
  • Troubleshoot email delivery and mail-flow issues using message trace, Outlook diagnostics, transport-rule review, shared mailbox permission validation, and DNS-related analysis, including SPF, DKIM, and DMARC where applicable. 
  • Administer and support identity and access processes across Active Directory and Microsoft Entra ID, including user provisioning, deprovisioning, group membership, licensing, MFA, Conditional Access, SSO, password resets, account lockouts, and hybrid identity synchronization issues. 
  • Deploy, configure, image, reimage, troubleshoot, and lifecycle-manage desktops, laptops, mobile devices, and peripherals using approved endpoint management and provisioning tools such as Microsoft Intune, Autopilot, Microsoft Deployment Toolkit, and related platforms. 
  • Troubleshoot device enrollment, compliance, Defender health, Windows Update, Autopilot ESP, hybrid join, profile corruption, endpoint performance, and remote-management issues. 
  • Support Windows, macOS, iOS, and Android devices in corporate, remote, and office environments, including direct user support, remote troubleshooting, and hands-on deskside assistance. 
  • Maintain accurate IT asset and inventory records, including hardware assignments, device ownership, stock levels, refresh planning, returned equipment, retired assets, procurement coordination, and lifecycle management activities. 
  • Partner with cybersecurity, networking, infrastructure, vendors, and business stakeholders to resolve complex incidents, implement approved changes, and ensure timely communication on support requests and project work. 
  • Conduct root cause analysis for recurring incidents and identify opportunities to reduce repeat tickets through automation, process improvement, better documentation, training, or system remediation. 
  • Support conference room and collaboration technologies, including Microsoft Teams Rooms, room PCs, audio/video peripherals, displays, docking stations, softphones, and high-visibility executive meeting support. 
  • Research, test, and document patches, upgrades, service packs, device models, peripheral standards, and support tooling before broad deployment. 
  • Create, update, and maintain standard operating procedures, troubleshooting runbooks, knowledge base articles, onboarding/offboarding procedures, asset-management workflows, and internal documentation to improve consistency and self-service support. 
  • Identify and implement approved automation opportunities using PowerShell, Power Automate, Microsoft Copilot, and other approved tools to reduce manual support effort and improve service delivery. 
  • Perform physical support tasks such as setting up and rearranging conference rooms, assembling and configuring desks or workstations, moving equipment, managing peripherals, or pulling wires through ceilings as needed. 
  • Promote a positive, accountable, customer-focused Help Desk environment while maintaining strong communication, professionalism, urgency, and follow-through. 

 

What You Bring: 

  • Bachelor's Degree or applicable experience
  • Active Directory management (2+ years)
  • Microsoft Deployment Tool imaging console (2+ years)
  • Hardware knowledge for Dell workstations/laptops (2+ years)
  • File manipulation, shared files/folders networking (2+ years)
  • Experience supporting both Microsoft and Mac operating systems (2+ years)
  • Experience with Microsoft Office Macros (creation and installation)
  • Or equivalent certifications/education
  • Enterprise level Antivirus experience.
  • Enterprise level VPN experience.
  • Experience with multiple technologies including operating systems, wireless networks, security software, imaging software, and databases.
  • Experience with PC hardware build and troubleshooting.

 

 

 

  •  

 

 

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.

HQ

Kestra Financial Austin, Texas, USA Office

5707 Southwest Parkway Building 2, Suite 400, Austin, TX, United States, 78735

Similar Jobs

48 Minutes Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate coverage, and converts prospects into policyholders. The role includes paid sales and licensing training, customer relationship management, and adherence to remote work and scheduling requirements. Candidates need sales or service experience, strong communication and persuasion skills, PC proficiency, and a Property and Casualty license or willingness to obtain one.
Top Skills: PcProperty And Casualty Insurance LicenseWired High-Speed Internet
48 Minutes Ago
Remote or Hybrid
45K-85K Annually
Junior
45K-85K Annually
Junior
Artificial Intelligence • Fintech • Insurance • Marketing Tech • Software • Analytics
Handles inbound calls and warm leads, consults customers on insurance needs, recommends appropriate Property and Casualty products, and converts prospects into policyholders. The role includes paid licensing and training, customer-focused sales, schedule flexibility, and remote work requiring a dedicated workspace and wired high-speed internet.
Top Skills: Cable InternetDsl InternetFiber InternetPcWired High-Speed Internet
An Hour Ago
Remote or Hybrid
105K-130K Annually
Senior level
105K-130K Annually
Senior level
Artificial Intelligence • Cloud • Payments • Software • Business Intelligence • Generative AI • Automation
Leads architecture, integration, cloud delivery standards, and technical strategy for complex enterprise implementations. Advises client executives on digital transformations, partners with Sales on major pursuits, leads cross-functional programs, resolves multi-system architecture escalations, and mentors consultants and architects. Requires substantial implementation, cloud architecture, application architecture, client or project management, and executive communication experience.
Top Skills: ApexAWSAzureContainersGoogle Cloud PlatformJavaJavaScriptRest ApisSalesforceSoap ApisSQL

What you need to know about the Austin Tech Scene

Austin has a diverse and thriving tech ecosystem thanks to home-grown companies like Dell and major campuses for IBM, AMD and Apple. The state’s flagship university, the University of Texas at Austin, is known for its engineering school, and the city is known for its annual South by Southwest tech and media conference. Austin’s tech scene spans many verticals, but it’s particularly known for hardware, including semiconductors, as well as AI, biotechnology and cloud computing. And its food and music scene, low taxes and favorable climate has made the city a destination for tech workers from across the country.

Key Facts About Austin Tech

  • Number of Tech Workers: 180,500; 13.7% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Dell, IBM, AMD, Apple, Alphabet
  • Key Industries: Artificial intelligence, hardware, cloud computing, software, healthtech
  • Funding Landscape: $4.5 billion in VC funding in 2024 (Pitchbook)
  • Notable Investors: Live Oak Ventures, Austin Ventures, Hinge Capital, Gigafund, KdT Ventures, Next Coast Ventures, Silverton Partners
  • Research Centers and Universities: University of Texas, Southwestern University, Texas State University, Center for Complex Quantum Systems, Oden Institute for Computational Engineering and Sciences, Texas Advanced Computing Center

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account