Pros
Kestra has committed teams and provides exposure to complex operational and advisor environments, with opportunities to take on expanded responsibilities and drive meaningful change. The organization has capable people and there is still strong underlying potential within the business.
Cons
There has been a noticeable shift in culture and decision-making in recent months. Executive leadership communication is often reactive, which contributes to last-minute escalations and unnecessary operational friction. There is a tendency toward assigning blame quickly rather than focusing on root-cause resolution, along with a stronger emphasis on looking good within their peer executives and advisors than working with internal team leadership to solve. Execution is further impacted by a lack of clarity and alignment. Expectations are not always clearly defined and can shift without any warnings, creating avoidable execution risk. Merit-based advancement and recognition can feel less consistent, with outcomes sometimes influenced more by who they like vs measurable performance or impact. Compensation does not consistently reflect scope, performance, or increased responsibility, particularly when roles expand or interim responsibilities are added. Bottom line, you will be viewed as expendable. Factor in terrible benefits, overall compensation and advancement is sub par. In addition, the platform and technology environment remains fragmented, which limits efficiency and scalability.